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Getting started

A new DoneOnce workspace opens with a First steps card on the Schedule screen and at the top of Settings. It lists what the workspace still needs before it can run a week, and each row disappears by itself once the thing exists. There is nothing to "complete" — do them in any order.

1. Business address — Settings. Routes start and end here, so the day cannot be sequenced without it.
2. First client — Clients → New client, or Import CSV if you already keep a spreadsheet (see the CSV import article). Every visit belongs to a client, so the schedule stays empty until one is on file.
3. Invite your team — Team → invite by email. Each crew member gets their own route and their own day; the owner sees everyone's.
4. Price list — Services. What you sell and what each thing costs; estimates and recurring services pick from it.
5. Zones by ZIP — Schedule → New zone: type ZIP codes (five digits, Enter after each), pick the weekday and the crew member who covers it. New clients in those ZIPs land on the right route by themselves.

Then open Today on a phone: it shows one tech's stops in driving order with arrival windows, and Send to the car hands the route to Google Maps, Waze or Apple Maps.

Signup is at https://app.doneonce.app/signup (Spanish: ?lang=es). Two months free, no card. Setup is done with you — write to [email protected] and we import your clients and draw your zones together, in English or Spanish.