Efficient Setup Process for ZignOff

This document provides a concise overview of setting up the ZignOff platform, guiding you through each step to ensure all necessary configurations are made for optimal usage. The instructions below will help you to update personal information, configure company settings, and integrate essential tools smoothly.

Step 1

Welcome to ZignOff. Begin by watching our two-minute introductory video to familiarize yourself with the basics.

Step 2

Navigate to the top right of the screen and access your profile. Ensure your personal details and password are up-to-date.

Step 3

If you need to change your password, you can do so in the profile section.

Step 4

Proceed to the Settings section to upload all necessary company information.

Step 5

Upload your company logo in the designated area.

Step 6

Complete the company information section by entering your phone number, email address, and physical address accurately. Also, set your tax registration number and bank details, select your local currency, configure your time settings, choose your preferred starting day of the week, and decide on your date and time format preferences.

Step 7

Save the entered details and return to the main dashboard.

Step 8

From the dashboard, manage changes by setting up labor and product charges, adding team members, setting up client profiles and their sites, and ensuring supplier information is complete. Revisit the Settings tab to configure tax details.

Step 9

In this section, configure the New Zealand GST, set it as the default tax, and manage your social media pages and links for sales taxes.

Step 10

Configure payment methods and set up the integration with Xero. A link for MYOB will be available soon.

Step 11

Check the configurations and ensure all settings are correct.

Step 12

Most daily operations will originate from this dashboard. Future video tutorials will provide in-depth guidance for additional features.