The Done step shows a summary of your plan and business, then opens the dispatch board with a short tour. The tour shows where the sidebar, the dispatch board, new job, invoices and help are. Anything you skipped during setup stays on the Get running list in Settings.
Before you start #
Finish the steps you need before you open the dispatch board. Anything you skip can be done later.
Steps #


- Read the summary. It shows your Plan and your Business.
- Select Open the dispatch board. The board opens with the tour.
- Move through the tour with Next and Back. Select Skip tour to leave the tour at any time.
- At the last step, select Finish tour.
- To see anything you skipped, open Settings and look at the Get running list.
Technical details
- The tour has five steps: the sidebar, the dispatch board, new job, invoices, and help.
- The Get running list records each setup step you skipped, so you can come back to it.
If something goes wrong #
- A step you skipped is missing from the board. Open the Get running list in Settings and finish that step from there.