Initial platform setup checklist

Use this order so later configuration has the company, people, and resources it depends on.

Setup sequence

1. Complete Settings → Company Setup, including the primary office and business contact details.
2. Add team members in Settings → Team & Permissions and assign only the access needed for their work.
3. Add the vehicles, vehicle types, drivers, and other fleet records your dispatch workflow uses.
4. Review Settings → Operations with a dispatcher or operations lead.
5. Review Settings → Payments with the person accountable for payment collection and preauthorization.
6. Open Studio to review zones, pricing settings, and rate-plan state before rates are made active.
7. Create a representative test reservation and follow it through Dispatch and Billing.

Launch check

Do not use a successful login as the acceptance test. Confirm that the correct users can see their areas, a dispatcher can assign the expected resources, pricing produces a reviewed result, and finance can locate the resulting billing record.