Initial Setup

Getting set up is easy. View screenshots, details, and recommendations below.

ADMINS / OWNERS of New Companies:

1. Select the "Get Started" button and follow the prompts on each screen.
   
2. When it comes to the screen asking: Are you the owner of the company?
   -- Click on "Yes - This is My Business"
   
   
   
   
3. Complete the rest of the prompts in order to get completely registered.

When you log in, select the banner that says, "Verify your email address...",  after click on this link you will receive an email with a verification code to verify your account. 

1. 1. Enter the authorization code in the space provided in the payup℠ app, and click the confirm button at the bottom of the screen.
   2. By taking this necessary step, you will safeguard your account and be able to easily reset your password without any additional steps.

To ensure a smoother user experience for you and your Employees, we highly recommend you take care of a few more settings:

1. 1. Fill out the Company fields, including address, phone, and email. This information (excluding email) will appear on all Invoices.
   2. Enter your commonly-used Taxes. By default, only "Non-taxable 0%" is configured.
      
      

1. 1. Add any commonly used Services and Materials, including pricing, so your Employees can quickly select them from a master list.
      • If you prefer, you can add Services/Materials as you create an Estimate or Job and then save the items to the master lists at that time. 
   2. Add any Customers that are ongoing relationships, so your Employees can quickly select them from a master list.
      • If you prefer, you can add a Customer as you create an Estimate or Job and then save the Customer to the master list at that time. 

Now you're ready to add your Employees!

1. 1. You will need the Employee's name and email address.
   2. Adding Employees automatically invites them via email to your company on the payup℠ app. The employee will need to sign up using the email address you used to invite him/her (the app will associate/connect the employee with your company via email address).

EMPLOYEES:

1. You will receive an email invitation from your employer.
   
   
   
2. Download the payup℠ app, if you haven't already done so.
3. Select the "Get Started" button and follow the prompts on each screen.
   
4. When it comes to the screen asking: Are you the owner of the company?
   -- Click on "No - Accept Invitation"
   
   
5. Complete the rest of the prompts in order to get completely registered. Make sure you sign up with the same email that your employer used to invite you!
   • The app will connect you with your employer's company by your email address.
   • You will be able to track any jobs to which you're assigned, as well as create new jobs, estimates, and invoices for the company.