Your first week on Onyx One

You do not need to migrate a decade of history to get value. The fastest path is to run new work through Onyx One while the old system finishes what it started. Most shops are quoting and invoicing inside a week.

Day one, in about an hour

• Add your business details, GST number and NZBN in Settings, so quotes and invoices come out correct from the first document.
• Set your job number prefix. You can change it up to three times, so pick the one you use on paper.
• Invite your crew and give each person a role. Techs and contractors never see money, and that is enforced in the database, not just hidden in the interface.
• Import your customers and sites with the CSV wizard. It maps columns for you and shows a preview before anything commits.

Day two to three, the loop

• Capture one real job, quote it, and send the quote. Your customer approves it from a link, with no account to create.
• Schedule it on the board or the dispatch map, so the crew sees it on their phones.
• Have the crew clock in from the job and log photos and parts as they work.
• Turn the finished job into an invoice, mark it paid, and check the Xero export looks right.

Leave these until week two

Safety form templates, the compliance register, inventory thresholds and recurring jobs are worth setting up properly rather than quickly. Get the loop running first, then bring the rest across while the crew is already in the habit.

If something is not obvious

That is a bug in our design, not in you. Email support@onyx1.app and a person who built the thing will answer.