The getting started tour

The getting started tour is a checklist that floats at the bottom of Home. Each step opens the page where you do that thing and points at the control to use. The page underneath stays usable while the checklist is open.

Who sees it

• If your account was made on or after 10 November 2026, the tour is already on when you first open Home.
• If your account is older, Home asks once: Want a quick tour? Select Start the tour to turn it on, or No thanks to hide it. Either answer stops the question coming back. You can still start the tour later from My account → Settings.

Every role gets a tour. The steps depend on your role.

The steps for your role

Owners and admins:

1. Add your first customer
2. Create a job
3. Add your staff

Owners and admins can also see two optional steps, Add your logo and Connect Xero. Each one shows only when your plan includes it. Optional steps sit under Optional and never stop you finishing the tour.

Dispatchers and office staff:

1. Add your first customer
2. Create a job
3. Schedule a job

Site supervisors, technicians and contractors:

1. Find your jobs
2. Clock in on a job
3. Add a photo or sign a form

How a step gets ticked

A step ticks when you have done the thing it asks for, not when you select it. ONYX1 checks your records:

• Add your first customer ticks once your business has a customer.
• Create a job ticks once there is a job you can see.
• Add your staff ticks once someone other than you is active on your team.
• Schedule a job ticks once a job you can see has a date.
• Add your logo ticks once your business has a logo.
• Connect Xero ticks once Xero is connected and you have confirmed which Xero organisation to sync with.
• Clock in on a job ticks once you have clocked in.
• Add a photo or sign a form ticks once you have added a photo to a job or signed a form.

Find your jobs is the one exception. It ticks as soon as you open it.

If your business already has customers or jobs, those steps may be ticked when the tour starts. The count at the top, such as 1 of 3, counts only the steps that are not optional.

Open a step

Select a step in the checklist. ONYX1 opens the page for it and puts a ring around the control to use, with a short hint beside it. If the control is not on the page, for example on an empty list, the hint sits at the bottom of the screen instead.

• Select Got it to close the hint.
• Select Hide tour to close the hint and turn the tour off.

On iPhone and iPad, a step opens the app's own screen with the hint when the app has a screen for it, and the web page with its hint otherwise. Using the control closes the hint too.

Fold the checklist away

Select the fold button at the top right of the checklist (on iPhone and iPad, the down arrow). It shrinks to a small button, Getting started · 1 of 3. Select that button to open the checklist again. On the web, the folded or open choice is saved on that device only. In the iPhone and iPad app, the checklist starts folded each time you open the app. It opens by itself only right after you start the tour, or the first time that device shows it to you before any step is ticked. On an iPhone turned sideways it always starts folded.

Hide or finish the tour

• Hide tour, at the bottom of the checklist, turns the tour off before you have done every step.
• Once every step that is not optional is ticked, the checklist says You are set up and the button changes to Finish. Select Finish to close it.

Bring the tour back

On the web:

1. Open My account and select Settings.
2. Under Getting started tour, select Show the tour again.

ONYX1 turns the tour back on and takes you to Home, where the checklist is.

In the iPhone and iPad app, open More and select Show the getting started tour again, just below your profile row. The app turns the tour back on and opens your first tab, Home or Today.

Steps ticked by your records stay ticked when the tour comes back. Find your jobs starts unticked again.

Finish setting up in Chippy

On the web and in the Android app, owners and admins see a Finish setting up card in Chippy while the business is new (its first 30 days) or while something that prints on quotes and invoices, such as the GST number, is missing. They can ask Chippy "What's left to set up?" at any time. The card comes to the iPhone and iPad app in a later update.

If something goes wrong

• On the web, if Start the tour, No thanks, the checklist's Hide tour or Finish, or Show the tour again in My account → Settings does not work, it says That did not work. Try again.
• In the app, if Show the getting started tour again fails, the row says That did not work. Check your connection and try again.
• If the app has no signal or cannot load the tour, the checklist does not show. It comes back the next time you open the first tab or return to the app with a signal.