video1.0<iframe src="https://www.loom.com/embed/2b89f358787e4d3f93a1587bd981dd67" frameborder="0" width="1742" height="1306" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13061742Loomhttps://www.loom.com13061742https://cdn.loom.com/sessions/thumbnails/2b89f358787e4d3f93a1587bd981dd67-bed90f2cac5d3d37.gif509.653This Loom covers Essential admin setup and the main settings pages for back-office users. It explains how the navigation changes under Settings and walks through personal settings like password updates, dark mode, calendar start day (Sunday or Monday), and notification frequencies and toggles. The video then focuses on setup priorities including the business profile, user roles, and technician permissions, plus connecting email sending to your domain so quotes, invoices, reminders, and forms send from the correct email. It also outlines key configuration areas such as visit types, task status automations, quotes and invoicing templates, Stripe account setup (about 5 to 10 minutes), optional customer portal access, intake forms, and work acknowledgments.