Overview
The first step of Jumpstart is reviewing your company profile.
Who uses this feature
Administrators
Applies to all business types
Applies to all trades
Feature configuration
This feature is currently in Early Access and available for specific accounts. It is subject to change. All new customers will have the Jumpstart Workstream workflow enabled for their accounts. Live customers won’t go through this process.
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
Your account representative creates an account for you. Check your email, click the link, and create a password to begin.
You can review the information you enter at the end of the process with your implementation manager.
You need to enter your primary location to get started.
Company profile workflow
Step 1: Review your company profile
Review the information we have on your company. If you need to edit anything, make the necessary changes. When you’re done, or if you have no changes, click Continue.
