> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vyntaintegrate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Vynta Integrate Quickstart: From Signup to First Job

> Step through the full Vynta Integrate onboarding: create an account, add a customer, log a work order, and dispatch your first technician.

This guide walks you through the core Vynta workflow — from creating your account to completing your first job. It takes about 15 minutes.

## Prerequisites

* A business email address
* At least one technician to dispatch
* A customer to create a job for

## Step 1: Create Your Account

<Steps>
  <Step title="Sign up">
    Go to [Vynta](https://vyntaintegrate.com/auth?mode=signin) and click **Sign in**. Enter your email, create a password, and verify your email address.
  </Step>

  <Step title="Complete the onboarding wizard">
    The wizard asks for:

    * **Business name** — your company name
    * **Logo** — upload your logo (optional, can add later)
    * **Industry** — helps Vynta suggest relevant job categories
    * **Team size** — so we can tailor the experience
    * **Service area** — the region you operate in
  </Step>

  <Step title="Set your work hours">
    Define your standard business hours (e.g., Monday to Friday, 08:00 to 17:00). This affects scheduling and auto clock-out.
  </Step>
</Steps>

## Step 2: Add Your First Customer

<Steps>
  <Step title="Go to Customers">
    Click **Customers** in the sidebar.
  </Step>

  <Step title="Click Add Customer">
    Enter the customer's:

    * Company or individual name
    * Contact person
    * Email address
    * Phone number
    * Service address
  </Step>

  <Step title="Save">
    The customer is now in your system and ready to have jobs created against them.
  </Step>
</Steps>

<Tip>
  You can also import customers from a CSV file. Go to **Customers** > **Import** and follow the template.
</Tip>

## Step 3: Invite a Technician

<Steps>
  <Step title="Go to Settings > Team">
    Click **Add Team Member**.
  </Step>

  <Step title="Enter their details">
    Name, email, and role (choose **Technician** for field staff).
  </Step>

  <Step title="Send the invitation">
    Vynta sends an email with a link to set up their account.
  </Step>
</Steps>

## Step 4: Create Your First Work Order

<Steps>
  <Step title="Go to Jobs">
    Click **Jobs** in the sidebar and then **New Job**.
  </Step>

  <Step title="Fill in the work order">
    * **Customer** — select the customer you just created
    * **Job type** — choose a category (e.g., "Installation", "Repair", "Maintenance")
    * **Description** — describe the work needed
    * **Priority** — Normal, Urgent, or Emergency
    * **Scheduled date** — when the job should happen
  </Step>

  <Step title="Save the work order">
    The job is now created with status **Scheduled**.
  </Step>
</Steps>

## Step 5: Assign and Dispatch

<Steps>
  <Step title="Open the work order">
    Click on the job you just created.
  </Step>

  <Step title="Assign a technician">
    Click **Assign** and select your technician. Vynta shows their availability for the scheduled date.
  </Step>

  <Step title="Dispatch">
    The technician receives a notification with the job details. They can open it on their mobile app.
  </Step>
</Steps>

## Step 6: Complete the Job

The technician on-site will:

1. **Clock in** when they arrive
2. **Open the work order** on their phone
3. **Record parts used** from their van stock
4. **Add notes** or use **voice dictation** to describe the work
5. **Capture a signature** from the customer
6. **Mark the job as complete**

Once complete, Vynta automatically:

* Updates the job status to **Completed**
* Generates an invoice (if billing is configured)
* Updates the customer's portal with the job details
* Adds the hours to the technician's timesheet

## What's Next?

Now that you've completed your first job, explore:

* [Schedule Board](/guides/scheduling-overview) — plan your week visually
* [Customer Portal](/guides/portal-overview) — give customers self-service access
* [Inventory](/guides/inventory-management) — track parts and van stock
* [Reports](/guides/reports-analytics) — see how your business is performing

<Note>
  Vynta includes a guided tour that walks you through each feature. Click **Start Tour** from the dashboard menu to begin.
</Note>