Setup

Complete tenant onboarding before production use.

New
Booking, Customer, Quote

Tenant Onboarding

Setup Checklist

Complete required setup before using Jarvixx in production. These settings will feed bookings, pricing, payments, notifications, portals, dispatch, and AI.

Required

Company Profile

Company name, contact details, timezone, and default language.

In Progress

Required

Branding

Logo, colors, customer-facing display, and document branding.

Not Started

Required

Business Hours

Open days, hours, holidays, and closed dates.

Not Started

Required

Service Areas

ZIP codes, cities, counties, blocked areas, and route zones.

Not Started

Required

Arrival Windows

Tenant-approved booking windows.

Not Started

Required

Payment Settings

Processor, holds, fees, failed payments, and refunds.

Not Started

Required

Notifications

Email, SMS, reminders, alerts, and templates.

Not Started

Required

Users

Owner, office staff, dispatch, workforce, and portal access.

Not Started