Getting Started

Welcome to Check-in ARTISAN

Check-in ARTISAN is a complete field service management application built for professional contractors and trades businesses. Whether you run a solo operation or manage a team of technicians, Check-in ARTISAN helps you keep track of customers, their jobs, site visits, invoices, and more -- all from a single, intuitive interface.

This guide walks you through account creation, company setup, and your first look at the dashboard.

Creating Your Account

To get started, navigate to the Check-in ARTISAN registration page. You will be asked to provide the following information:

• Name -- Your full name as the account owner.
• Email -- A valid email address that will serve as your login credential.
• Password -- Choose a strong password and confirm it.
• Language preference -- During registration, you can select your preferred language (English, French, German, or Spanish). This setting determines the language of the entire interface, including navigation menus, form labels, and notifications.

Choosing Your Language

Your language preference is tied to your user account, not to any individual company workspace. This means that no matter which workspace you switch to, the interface language remains consistent with your personal choice. You can update your language preference later from your profile settings.

Once you submit the registration form, your account is created and you are ready to set up your first company.

Creating Your First Company

After registration, you will be prompted to create a company (also referred to as a "workspace" internally). Each company operates as an independent workspace with its own customers, jobs, site visits, invoices, and service catalog.

Company Details

When creating a company workspace, you will fill in the following fields:

Tips for Company Setup

• Slug uniqueness: Each company slug must be unique across the platform. If your preferred slug is taken, try adding your city or a distinguishing word.
• Locale vs. language: Your personal language preference controls the interface. The company locale controls things like date formatting and the language used in customer-facing documents such as invoices and emails.
• Multiple companies: You can create more than one company if you operate multiple branches or locations. Each company maintains completely separate data, and each can be on a different subscription plan.

Exploring the Demo Company

Every new user is automatically attached to a shared demo company called "Swift Plumbing & Co.". This is a fully functional training environment where you can experiment with every feature of the application without worrying about affecting real data.

What the Demo Company Offers

• Pre-populated data -- The demo company comes loaded with sample customers, jobs, site visits, and invoices so you can see what a working field service operation looks like.
• Full feature access -- You can create, edit, and delete records freely. Nothing you do in the demo company affects your real workspaces.
• Nightly reset -- All data in the demo company is wiped and reseeded every night. This means you can experiment as much as you like; everything will be restored to a clean state by the next morning.

When you enter the demo company, you will see an informational banner at the top of the page:

You are browsing the Check-in ARTISAN Sandbox. Feel free to play around, data resets every night.

Switching Between Companies

You can switch between the demo company and your own workspaces at any time using the company selector in the application header. This makes it easy to try something in the demo first, then replicate it in your real workspace once you are comfortable.

Recommended First Steps in the Demo

1. Browse existing customers -- Open the Customers section to see how customer records are structured.
2. View job profiles -- Click into a customer to see their linked jobs, complete with type of work and site notes.
3. Check the calendar -- Switch to the Site Visits section to see how the calendar and scheduling work.
4. Generate an invoice -- Try creating a quote, adding line items, and converting it to an invoice.
5. Download a PDF -- Generate and download a PDF invoice to see the professional output format.

The Dashboard

Once you have created your company workspace (or switched into one), you land on the dashboard. The dashboard provides a real-time overview of your company's activity through a set of widgets.

Today's Summary Widget

The Today's Summary widget sits at the top of the dashboard and gives you an at-a-glance view of the current day's activity:

• Site visits today -- The total number of site visits scheduled for today.
• Customers expected -- How many unique customers you are visiting or receiving today.
• Revenue today -- The sum of paid invoices for the current day.

This widget updates in real time as you create site visits and process invoices throughout the day.

Site Visit Chart Widget

The Site Visit Chart provides a visual breakdown of your scheduled visits over a configurable time period. It helps you identify busy days, spot trends, and plan staffing accordingly.

• Displays visit counts per day or per week.
• Color-coded to distinguish between completed, upcoming, and cancelled visits.
• Hover over data points to see exact numbers.

Turnover Chart Widget

The Turnover Chart tracks your company's revenue over time. It plots invoice totals on a timeline so you can monitor financial performance at a glance.

• View turnover by day, week, or month.
• Compare periods to identify growth or seasonal patterns.
• Helps with financial planning and goal setting.

Sales Distribution Widget

The Sales Distribution widget breaks down your revenue by service or trade category. This pie chart (or donut chart) shows you which types of work generate the most income.

• Identify your most profitable service lines.
• Spot underperforming categories that might need promotion or re-pricing.
• Useful for deciding which services to expand or retire.

Understanding the Navigation

The left sidebar organizes the application into logical sections:

Navigation labels are fully translated based on your language preference, so the sidebar will appear in whichever language you selected during registration.

Multi-User and Roles

Check-in ARTISAN supports multiple users per company workspace. When you create a company, you are automatically assigned the owner role. You can then invite other users with the following roles:

• Owner -- Full access to all features, including billing and user management.
• Employee -- Access to day-to-day operations (customers, jobs, site visits, invoices) but no access to billing or company-level settings.

Each user logs in with their own credentials and sees the interface in their own preferred language, regardless of the company's locale.

Next Steps

Now that your account is set up and you have explored the dashboard, you are ready to start building your company's data:

1. Managing Customers -- Learn how to add your first customers and organize their contact information.
2. Managing Jobs -- Create detailed job profiles with type of work, site address, photos, and more.
3. Site Visits & Calendar -- Start scheduling site visits and managing your field team's calendar.
4. Invoicing & Quotes -- Set up your catalog and generate your first invoice.
5. Service & Materials Catalog -- Define your services, materials, and tax rates.

If you have questions or run into any issues, remember that the demo company is always available for experimentation. Happy contracting!