ScapeLogic

First day: set up your business

Set up the company, staff access, price book, plants and first crew before scheduling.

Set up the company

Add the business name and contact details.

Screenshot: Set up the company.
ScapeLogic screen for: Set up the company.
  1. Open organization settings and confirm company details.
  2. Save and review the information.

Give staff the right access

Invite staff with the role they need.

Screenshot: Give staff the right access.
ScapeLogic screen for: Give staff the right access.
  1. Invite each team member using their sign-in email.
  2. Choose a role and review access before sending.

Add prices, plants and a crew

Set up services and materials, review plants, then create a crew.

Screenshot: Add prices, plants and a crew.
ScapeLogic screen for: Add prices, plants and a crew.
  1. Add services and materials and review the plant catalog.
  2. Create the first crew and assign its members.

Read next

Sign in and finish account setupFind the right sign-in path, recover access, and work through the setup checklist.Manage staff access and team membershipAdd staff, set office and field access, and keep staff accounts separate from crew membership.Manage the Price BookAdd, update, retire, and restore the items used to price estimates.Manage the plants you installMaintain your company's installed-plant list and the spread used for Studio canopies.Set up your first crewA crew is a truck and the people on it. Until one exists, the week board has nowhere to put a job.

Not covered here?

This is a short shelf on purpose — only what we can describe accurately today. If your question is not on it, ask a person; one answers. We answer within one business day.

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