Your first day in the Console is about getting comfortable with one familiar piece of work. Choose a customer and a manageable job your team already understands. Find the information, involve the right people and see how the Console helps you plan what happens next.

You do not need to complete the entire job on day one. Production, delivery and payment may happen over days or weeks. This guide shows what to set up first and what you can return to as the work progresses.

Before you begin

Sign in and check that your company details, working locations and first staff accounts are in place. The people involved in the job should have their own accounts and access appropriate to their roles.

Have a few details ready: the customer, what needs to be done, the expected deadline and any drawings or instructions your team needs. If your company has imported existing information, search for it before creating a new record.

Find the customer

Start with a customer your team already works with. Find their record and check that the company and contact details are current. If the customer has not yet been added, create a record using the details you have confirmed.

This gives everyone involved a shared starting point. As the work develops, your team can return to the customer relationship when reviewing the job, communicating with the customer or preparing documents.

Bring one job into view

Find or add the relevant project, work order or production job. Give it a name your colleagues will recognise and include the outcome, deadline and responsibilities. Add any drawings or instructions the team needs.

For this first session, focus on making the job clear enough that another member of your team can find it and understand what needs to happen. Ask a colleague with the appropriate access to open the same job and check that they can identify the customer, the work required and the next action.

Review the resources it needs

Look at the materials, people and working capacity the job may require. Check the quantities and locations of relevant inventory. Consider the team or technician suited to the work and any workstation or machine it needs.

At this stage, you are building an understanding of what is available before committing to a plan. As the job progresses, return to the inventory record to review what has been allocated or used and what remains available.

Make a production plan

Use the Scheduler to consider when the work can happen and who will carry it out. Review the proposed timing against your deadline and the work already planned for your team.

When the plan is ready and has been checked by the person responsible, it can be deployed to production. The assigned people can then review their work and keep its progress current. For your first session, it is enough to understand the plan and what needs checking before release; deploy the job when your team is ready to carry it out.

Return as the work progresses

The Console remains useful after the initial plan. As production moves forward, your team can review progress, respond to unexpected changes and keep the people responsible informed. Managers can look at the current position rather than relying only on the original schedule.

When the job affects materials, check its impact on inventory. When it is ready to leave your site, plan its journey using an internal vehicle or external courier, review the route and prepare a delivery note.

See the financial result

A job and its delivery may have income and costs you expect before any money appears in your bank account. Your finance team can review these expected transactions as the work develops.

Later, when a payment or expense appears in your bank records, they can match it to the relevant expectation and review any difference through financial analysis. This is something to return to when the transaction occurs; you do not need a completed payment to finish your first day.

What you should know after day one

You should now be able to find a customer, recognise the work connected to them, identify the people and resources involved, and see how that work can be planned for production. You should also know where to return when the job moves into delivery and financial review.

The first day is a starting point, not a deadline to use every feature. Follow one piece of work as it develops, and use the other guides in this Knowledge Base when you need detailed instructions for a particular task.