Use the setup checklist on the Dashboard to prepare a workspace for its first dispatch.
Sign in at app.sanilog.io. Your Dashboard shows a setup checklist and recommends the next available step.
Only an Owner or Manager can finish workspace setup. If you cannot open or complete a required step, ask an Owner or Manager to complete it or review your access.
Prepare the workspace
Complete the checklist in this order:
- Build the catalog.
- Add the first yard.
- Set up the fleet and inventory.
- Add a client and service site.
- Create an agreement.
- Confirm the first jobs.
- Plan the first dispatch.
When every required step is ready, return to the Dashboard, review the checklist, and select Finish setup. Finishing setup removes the checklist; it does not remove or rewrite the records you created.
Sanilog keeps later steps unavailable until the records they depend on are ready.