Your first day

An hour, in the order that pays for itself soonest.

1. Say who the business is

Open the hub and go to Set up. The name and the address you put there are what goes on a quote, an invoice and anything a customer ever sees. The timezone is what every date in the product is worked out in, so it is worth being right on the first morning rather than the first time a deadline looks wrong.

2. Put in what you already keep in a spreadsheet

Do not type a register in. Your asset list, your contracts, your policies, your check sheets and your customer list all import from the file you already have. "Getting your data in" is the whole of how, and it shows you every row before it writes anything.

3. Open each tool once and read what it says

Every tool opens on a screen that explains itself and names the one thing to do first. Press F1 in any window for the same walkthrough; Shift+F1 lists the keys that window answers. The pages here are those words, one per tool:

4. Look at Today tomorrow morning

The hub opens on Today. Tools raise what has come due on it - a notice deadline two weeks out, a certificate running out, an invoice that has gone past its date, a visit with nobody on it. Nothing chases a customer on its own and nothing sends anything without you. Today is the one screen worth a minute every morning.

5. Check the backup ran

Keyway registers a nightly backup task when it installs. It is worth opening the backup folder once, on the second day, to see a file in it - a backup nobody has ever looked at is a backup nobody has.

If something does not make sense

Write to support@keywaysuite.com. We answer within one business day.