Your First Steps Checklist

## Your First Steps Checklist Follow this checklist to set up NexusRMS for your business. Complete each step to get the most out of the platform. ### Account Setup - [ ] **Log in successfully** - Access your account - [ ] **Set up your profile** - Add name, photo, contact info - [ ] **Enable two-factor authentication** - Secure your account - [ ] **Configure notifications** - Set your preferences ### Company Configuration - [ ] **Review company settings** - Verify business details - [ ] **Set your timezone** - Ensure dates display correctly - [ ] **Configure currency** - Set your default currency - [ ] **Upload logo** - Brand your documents and portal ### Equipment Inventory - [ ] **Add equipment categories** - Organize your inventory - [ ] **Create your first equipment item** - Learn the process - [ ] **Set up pricing** - Configure rental rates - [ ] **Import inventory** - Bulk upload if you have data ### Clients - [ ] **Add your first client** - Create a client record - [ ] **Add client contacts** - Set up primary contact - [ ] **Configure payment terms** - Set default terms ### Projects - [ ] **Create a test project** - Learn the workflow - [ ] **Add equipment to project** - Allocate inventory - [ ] **Generate a quote** - Create a quotation - [ ] **Review project workflow** - Understand the lifecycle ### Team Setup - [ ] **Invite team members** - Add your staff - [ ] **Assign roles** - Set appropriate permissions - [ ] **Set up crew profiles** - For scheduling ### Financial - [ ] **Configure tax settings** - Set VAT/GST rates - [ ] **Set up invoice numbering** - Define your format - [ ] **Add payment methods** - Enable payment options ### Go Live - [ ] **Review all settings** - Final check - [ ] **Train your team** - Share knowledge base - [ ] **Start using for real** - Create actual projects ### Optional Enhancements - [ ] **Customize document templates** - Brand your quotes/invoices - [ ] **Set up integrations** - Connect other tools - [ ] **Configure warehouse locations** - If applicable - [ ] **Enable client portal** - For client self-service