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TAYO.pro Documentation

First steps

When you create your company account, TAYO.pro guides you step by step. Allow about 5 minutes. You can close the app at any time: your progress is saved for the company, and the setup picks up where it stopped, on any device.

Only a company administrator goes through the setup. Managers and users see a banner, “An administrator of your company is finishing setting up TAYO.pro”, until it is done, and can use the app in the meantime.

The twelve steps

Section titled “The twelve steps”

Each step has its own page, with the questions that come up while doing it.

  1. Welcome — what TAYO.pro does for you. Start begins the setup; until the UID is registered, Cancel deletes the company and your account becomes a guest account again.
  2. Identity — find your company in the UID register.
  3. Certificates — your insurance and certificates.
  4. Sectors — the trades you work in.
  5. Star — your public profile, to get found by new property managers.
  6. Profile — what your clients see of your company.
  7. Tayo — link the property managers who send you their jobs through Tayo.
  8. Invoicing — how your clients pay you.
  9. Your needs — what speaks to you, for a recommendation.
  10. Modules — switch on what you need.
  11. Plan — Basic or Plus.
  12. All set — your next steps and the recommended guides.

Changing things later

Section titled “Changing things later”

Nothing is final:

  • your sectors, your certificates and, with Plus, your profile are changed under Identity;
  • your Star profile is set in Star;
  • your payment method and your IBAN under Settings › General;
  • your modules under Settings › Application;
  • your plan under Settings › Subscriptions;
  • Tayo is linked under Settings › Integrations.

An administrator can also restart the setup with Reset onboarding, under Settings: the wizard opens again, and your current data and settings are kept.

After the setup

Section titled “After the setup”

Two things are worth doing early:

  • Complete your insurance and certificates under Identity, if you skipped the step or some are missing. Your clients will ask for them sooner or later, and TAYO.pro warns you before they expire. See Insurance and certificates.
  • Look at your first projects under Projects. If the list is empty or incomplete, it is almost always an e-mail address issue: see Which e-mail should I sign up with?.

Going further

Section titled “Going further”

This four-minute video covers five time-saving tips — each one is also written up on its own page, if you would rather read.

Next

Section titled “Next”