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Getting started

Where each person in the business begins: the admin who sets the company up, and the technician who joins it.

Lupa has two roles. An admin runs the business from Lupa Dash in a browser: dispatch, clients, billing, recurring work, the team, pricing and the shared inbox. A technician works the day from Lupa Tech in a browser, or from the field app on a phone. The owner of the business is an admin; "owner" marks who is billed for Lupa, not a separate set of permissions.

Every account starts with an invite. There is no public sign-up: someone sends you an invite, you open the link from the email, and your account is created with the role the invite carried.

If you are setting up the company

You are an admin, and nothing is configured yet.

  1. Accept your invite — see Joining a company you were invited to. Because setup is still outstanding, accepting takes you straight into the setup wizard.
  2. Work through the five steps of the first-run setup wizard: Basics, Pricing, Team, Messaging and Billing.
  3. If you are coming from another system, read Moving to Lupa before you enter customers and recurring work.
  4. Fill in your own profile, including the email address alarms are sent to — see Signing in and your account.

Then carry on in Lupa Dash for admins.

If you are joining as a technician

Someone at the office has invited you.

  1. Open the invite email and accept it — see Joining a company you were invited to. You land on your schedule in Lupa Tech.
  2. Set your working hours on your profile — see Signing in and your account.
  3. Install the field app and sign in with the same email and password — see Getting the app.

Then carry on in For technicians.

If you run the business on your own

You are the admin and the technician. Set the company up as above, then work your stops from Lupa Tech at /tech and bill from Lupa Dash. The tour below follows one day: the stops in order, a customer added on the way, a skipped visit, and the day's invoice.

See For technicians for the day's work and Invoicing for billing.

For everyone