Set up Gatavo in 15 minutes

Updated 8 Sep 2026

Use the green Get set up box on the left. Then add your logo, bank details, and a few services.

On the left, under Jobs, you should see Get set up while you are on a trial.

Follow the green Get set up list

1. Click Setup a company. You land on Settings → Account. Fill company name, email, phone, and address. Click Save changes.
2. Click Add team members in the box (or skip if you work alone). See How do I invite a manager or an agent?.
3. Click Create your first job. You land on Jobs. Click Add Job Request. See How do I create a job?.
4. When that job is done, complete it (see How do I start, finish, or cancel a job?). Click Send your first invoice in the box. Open the invoice. Click Send via Email. See How do I send an invoice or download the PDF?.
5. Click Choose a plan when you are ready to pay. See How do I change plan or open billing?.

Then finish your company setup

These steps are not in the green Get set up list. Do them so invoices show your logo, a pay code, and the work you sell.

1. Still on Settings → Account, upload a logo. Set Currency, Business timezone, and Document language.
2. Fill Banking details so invoices show a pay code. See How do I add bank details so people can pay?.
3. Open Services & Products. Add 3–5 items you sell. See How do I add services I sell?.