Finish setting up your shop with the checklist

The Business readiness checklist shows what to do before you use BytePhase every day. It covers your business details, logo, tax rates and bank details. It also asks you to try your first real job, delivery and payment. Each task you finish raises your readiness score.

Before you start

• You need to be able to open Settings. Owners and admins can do this already. If you can’t, ask your shop owner.
• Finish the setup wizard first. It opens the first time the owner signs in.
• On the Lite plan, some tasks are locked and need a higher plan. See the table below and Plans and what’s included.

Open the checklist

On a computer

1. At the bottom of the menu on the left, click Settings.

2. At the top, in the Finish setting up your business box, click Continue setup.

   The Business readiness window opens. It shows your Overall progress and the tasks, sorted into groups.

If your score is below 60%, there is a second way in. Click your name at the top right, then click Business readiness.

On a phone

1. In the bottom bar, tap More.

2. Under System, tap Settings.

3. In the Finish setting up your business box, tap Continue setup.

   The Business readiness window opens. It shows your Overall progress and the tasks, sorted into groups.

New to the phone app? See Getting around on your phone.

The Finish setting up your business box only shows while you still have tasks left. When everything is done, it goes away.

Work through the tasks

1. Open a group, for example Business basics. The first unfinished group opens by itself. One task is marked Suggested next.

2. Next to a task, click Start.

   BytePhase takes you to the screen where you do that task.

3. Do the task there and save.

   Next time you open the checklist, the task shows as Completed. Some tasks only count when you do them on a real job. Delivering a job with OTP is one of these.

4. On a computer, some tasks have Show me how. Click it to get a short guided tour of that screen instead.

Desktop

Done!

Your readiness score and Overall progress go up with each task you finish. The checklist then suggests what to do next.

The tasks

Group	Task	When it counts as done	Where you do it
Business basics	Set business name and contact	Your business name, support number and email are filled in	Settings › Business settings › open your business (see Setup wizard)
	Configure email settings	Your email settings are saved. Locked on Lite.	Settings › Customers & messaging › Email settings
	Set business signature	A signature is uploaded	Settings › Business settings › open your business › Business signature
	Upload your business logo	A logo is uploaded	Settings › Business settings › open your business › Logo
Repair workflow	Upload an attachment	A photo or file is added to a job	Images and attachments
	Set workflow automation rules	Automatic status changes or messages are set up. Locked on Lite.	Settings › Jobs & repairs › Job, quotation & payment automations
Finance & billing	Add bank account details	Bank details are saved for your business	Settings › Business settings › open your business › Bank
	Send a review link to customer	You send a review link to a customer. Standard plan and above.	Add your review link in Settings › Business settings › open your business › Important links (locked on Lite). Then send it to a customer.
	Set up tax rates	Tax rates are added. Only shows if your business is registered for GST or tax.	Settings › Payment & tax › Tax settings
Run your business	Create your first repair job	You create a job	Create a job
	Use parts/inventory in a job	A part is added to a job	Add services and parts
	Send a customer notification	An SMS, WhatsApp message or email goes to a customer	Any job or customer
	Complete job delivery with OTP	A job is handed back with an OTP check. Standard plan and above.	Deliver a job with OTP
	Record a payment for a job	A payment is saved on a job	The job’s payment option (see Quick start)
	Add a comment or private note to a job	A comment or private note is added	Comments and private notes

Good to know

• Show me how tours are only on a computer. They exist for Create your first repair job and Set up tax rates. The tax tour only shows if your business is registered for GST or tax. See Guided tours.
• A small part of your score grows by itself as you use BytePhase. For example: signing in several days in a row, editing records, and printing or exporting. These are not listed as tasks.
• At 80%, the checklist shows a reward you can claim with Claim reward.
• There is one checklist for your whole BytePhase account. Tasks done by anyone on your team count.