Onboarding Walkthrough

When you first log into provvio, a short two-step wizard sets up your organisation and starts your trial. Everything else (clients, sites, checklists, team) is set up from the dashboard afterwards.

Step 1: Your Business

Enter your business information:

• Business name: Your organisation name in provvio
• Phone number: Optional, used for contact details
• Industry: Used to suggest relevant checklist templates and service types

Step 2: Your Plan

Choose between Essentials and Pro, set your seat count, and complete checkout to start your 14-day trial. You won't be charged until the trial ends, and you can change plan, seats, or billing interval at any time from Settings → Billing.

After Onboarding

You land on the dashboard. From the sidebar you can:

• Clients - add the businesses you service
• Sites - add the locations under each client
• Checklists - build the templates your team works through on-site
• Team - invite Managers, Billing Admins, and Field workers
• Schedule - create one-off and recurring jobs