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Your first Klusaro workflow

New to Klusaro? Follow these steps in order. By the end, you will have the core pieces of a working service-business workflow in place.

Follow the setup path

• 1. Complete your workspace detailsAdd the core business and workspace information Klusaro uses across your account.
• 2. Add a contact or customerCreate the first customer record you can use for jobs, quotes, invoices, and communication.
• 3. Create and schedule a jobTurn customer work into a scheduled job and put it on your operational calendar.
• 4. Create a quotePrepare the first estimate for a customer and connect it to the work you are managing.
• 5. Create a booking formGive customers a simple public way to request or book work with your business.
• 6. Add and manage workersAdd team members when needed and understand worker types, availability, and limits.