What is the Get set up box?

Updated 8 Sep 2026

It is a short trial checklist on the left. It only shows while your trial is on.

You will see N days left and these links:

• Setup a company → Settings, Account tab
• Add team members → Settings, Team tab
• Create your first job → Jobs
• Send your first invoice → Invoices
• Choose a plan → Settings, Billing tab

The box goes away after you pick a paid plan. Agents do not see it.