Set up your company in about an hour
This is the recommended order for setting up a new company on Zynka. Each step links to its detailed guide. Do them in order — later steps depend on earlier ones (for example, you can't assign a job until zones and engineers exist).
| # | Step | Who | Time |
|---|---|---|---|
| 1 | Sign up and log in | Company Admin | 5 min |
| 2 | Set up your company profile | Company Admin | 10 min |
| 3 | Add users and assign roles | Company Admin | 10 min |
| 4 | Create your service zones | Company Admin | 5 min |
| 5 | Configure number ranges | Company Admin | 5 min |
| 6 | Set up GST and taxes | Company Admin or Accounts | 10 min |
| 7 | Send email from your own address | Company Admin | 10 min |
| 8 | Create your first customer and job | Any back-office user | 5 min |
| 9 | Raise your first invoice | Accounts | 5 min |
tip
Steps 5–7 live under Configuration because you'll come back to them as your business grows — new branches mean new number ranges and GST registrations.
After setup
Once the basics work end to end (customer → job → invoice), explore the optional features under Configuration: e-signatures, web forms for capturing leads from your website, and customer portal settings.