Quick start: how to set up your workspace
Welcome to Zevonix Business Suite! Your workspace is ready to use. This guide walks you through configuring the platform for your business in the order things should be done, so each part builds on the last. You don’t have to do everything at once — work through the parts that apply to you.
Two things to know before you start
- Most of it is already set up for you. When your workspace was created, Zevonix Business Suite automatically added a working starter configuration: a full chart of accounts, default user roles, departments, sales pipeline stages, ticket categories, canned responses, email channels (email sends right away), 12 leave types, a “Main Warehouse” stock location, three SLA policies, a starter mileage rate, and email and label templates. For these, your job is simply to review and adjust.
- A few things start empty and are added only if your business needs them: tax settings, suppliers, product categories, field-service skills and zones, your pay schedule, fiscal periods (for accounting close), and any third-party connections (Stripe, QuickBooks, Shippo, and so on). These are called out in the articles that follow.
You can start using it right away
Out of the box you can already create customers and contacts, send quotes and invoices, take payments, log support tickets (with SLA tracking applied automatically), and create work orders — with no extra setup. The steps below help you tailor the platform and switch on the parts you need.
The setup order at a glance
- Company — profile, branding, team, and roles
- Finance — review accounts, set tax and fiscal year if needed
- Products — categories, locations, products, suppliers
- Sales — customers, quotes, invoices, payments
- HR & Payroll — employees, pay schedule, payroll
- Field Service — skills and zones, work orders, contracts
- Fulfillment — shipping setup, pick, pack, ship
- Support — email, ticket categories, SLAs
- Integrations — QuickBooks, Stripe, Shippo, and more
- Go live — remove sample data and run final checks
Tip
You don’t need all of this on day one. Start with your company, then the one or two modules you’ll use first — and come back for the rest as you grow. The articles in this category are listed in the recommended order.