Getting Started checklist
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On the Today page, the Getting Started checklist lists setup steps: add a customer, send an invoice, create a quote, schedule a job for today, set up Google Reviews, get a business phone number (Crew and Boss plans), and connect your bank to get paid.
Each step is checked against your current data when the page loads, so a step can uncheck again (for example, the invoice step once every invoice is paid). You can close the checklist with ×.