Admin

Admin covers the setup and configuration work that keeps the other two roles moving: services, agreements, staff, and the money side — billing, integrations, and reports. If a screen changes how the shop is configured rather than what happens on today's schedule, it lives here.

Getting started

New to Thermal? This is your onboarding path — six guides, in order, that take a shop from empty account to fully configured. Work through them top to bottom on your first pass; come back to any one of them later as a reference once the shop's running.

1. Set up your shop — start here. Set your shop's identity: name, address, hours, logo, and brand color, so every invoice and proposal Thermal sends looks like it came from you.
2. Set up branches — next, if you run more than one location or division. Structure them now, before you add staff or set pricing, so both can be scoped correctly from the start.
3. Manage staff and roles — get your team into the system with the right role and, if you set up branches, the right home branch.
4. Add a technician — the specific steps for bringing a field tech on: role, branch, and the invite that gets them signed in.
5. Set your pricing and business rules — build the Price Book catalog and set org-wide billing rules: tax, payment terms, not-to-exceed, document numbering.
6. Set up a service agreement — the last step: build a recurring agreement so preventive maintenance and billing run themselves, using the pricing and staff you just set up.

More admin guides are on the way — integrations and reports are next.