Setting Up Your Account: A Quick Start Guide

Before proposals can be created, the account will need to be configured with Products, Crews, Equipment, and Organization Settings. This article will provide an outline of how to go about adding these items. This will prepare your Organization to start creating Proposals and simplify your workflow with Bitumio. 

Follow the steps mentioned below before creating a proposal.

Step 1: Add Equipment Pieces

1. Click the button from the Organization Equipment pieces screen. Doing so opens the Create Equipment Piece screen.

2. Follow the on-screen instructions to add equipment pieces. To read about this in detail, please visit the How to Create Equipment Pieces article.

Step 2: Add Crew

1. Click the button from the Organization Crews screen. This takes you to the Create Crew screen.

2. Follow the on-screen instructions to create a crew. To know about it in detail, please visit the How to Create a Crew article.

Step 3: Add Additional Costs

1. Click the button from the Organization Additional Costs screen. Doing so takes you to the Create Additional Cost screen.

2. Follow the on-screen instructions to add additional costs. Click here to read about it in detail.

Step 4: Add Transfer Trucks

1. Click the button from the Transfer Truck Settings. Doing so takes you to the Create Transfer Truck screen.

2. Follow the on-screen instructions to add a transfer truck. Please visit the How to Add a Transfer Truck article to read about it in detail.

Step 5: Create Product Type

1. Click the button from the Organization Product Types screen. Doing so takes you to the Create Organization Product Type screen.

2. Follow the on-screen instructions to add a product type. Please visit the How to Create a Product Type? article to read about it in detail.

Step 6: Add Products

1. From the Organization Product Types screen, click the icon under the Actions column for the product type you want to add products to. Doing so reveals a list of options.

3. From these options, click Create Product. This takes you to the Create Product screen.

4. Follow the on-screen instructions as explained in detail in the How to Add Products? article to add a product to the selected product type.

Step 7: Set Your Daily Working Hours from Organization Info

1. Upon successful login, expand the Organization Settings category.

2. From the options revealed, click Organization Info. Doing so takes you to the Organization Settings screen.

3. Follow the on-screen instructions to set your daily working hours.

Step 8: Record Organization Address

1. Navigate to the Organization Address section on the Organization Info screen. Click the button. This takes you to the Create Address screen.

2. Follow the on-screen instructions to record your organization address as explained in detail in the How to Record Organization Address article.

Step 9: Update Organization Details

1. Access the Organization Info section to update the logo and other details of your organization as outlined in the Organization Info article.

Step 10: Add Employees

1. Click the button. Doing so takes you to the Create Employee screen.

2. Follow the on-screen instructions to add an employee as explained in the How to Add Employees article.