Quickstart: Setting Up Your Pro TeamX Workspace
Configure your company profile, working hours, and industry terminology in under 10 minutes.
On this page
1. Configure Company Profile
Begin by navigating to Settings → Company Details. Here you will define your trading name, legal registration number, VAT number, and contact details.
These details appear on your invoice headers, quotes, and customer confirmation emails. Ensure your business timezone and standard operating hours are set correctly, as the dispatch calendar uses these to define daily availability windows.
2. Verify Industry Terminology
Pro TeamX dynamically tailors its language to match your trade. For cleaning companies, jobs are called "Cleans" and team members are "Cleaners". For care providers, clients are "Service Users" and workers are "Carers".
You can review and fine-tune your terminology preset under Settings → Terminology at any time.
3. Invite Your First Team Member
Navigate to Team → Members and click "Invite Staff". Enter their email address, name, phone number, and assign a role (Worker, Dispatcher, Manager, or Admin).
The worker receives an email invite with an activation link to set their own secure password. Once activated, they can immediately log in on the web portal or the Pro TeamX field mobile app.
Action Steps:
- Go to Team → Add Worker
- Specify worker classification (Employee or Subcontractor) and hourly wage
- Assign color tag for easy identification on the dispatch grid
4. Create a Client & Job
Navigate to Clients → New Client. Enter the client name, primary telephone number, and physical address. Pro TeamX will automatically convert the address into geocoded map coordinates.
Once saved, click "Book Job" or "Create Shift" to assign a worker and service time.