Onboarding
Three Ways to Get Started — All of Them Fast
Whether you prefer to talk to an AI, follow a guided tour, or import your data from spreadsheets — you'll be up and running in minutes.
Just Tell It What You Need
Open the chat from any page and describe your setup in plain English. The AI navigates the app, fills out forms, and creates everything for you.
Agent Mode
Say something like "Help me set up. My marina is Sunset Harbor at 123 Harbor Dr, Miami FL" — the AI opens the right form, fills in the details, and waits for you to confirm.
Highlight Mode
Ask "What should I do next?" and the AI highlights the exact button or menu item you need to click. It guides you through every onboarding step visually.
Thinks Out Loud
See the AI's reasoning as it works. Expand the thinking summary to understand what it's doing and why — full transparency at every step.
Follow the Tooltips, Skip the Guesswork
After your first signup, an interactive tour appears automatically. Step-by-step tooltips guide you through creating everything you need to start operating.
Bring Your Existing Data Along
Already tracking customers, trucks, and team members in spreadsheets? Import them all in bulk. Preview your data, catch errors before they happen, and retry failed rows instantly.
Import Customers, Trucks & Users
Upload a CSV file and map columns to fields. Names, emails, phone numbers, addresses, license plates — it all comes through.
Preview Before Import
See a table of exactly what will be imported before you commit. Catch formatting issues, missing fields, or duplicates early.
Error Handling & Retry
If some rows fail (like a duplicate email), you get a clear error summary. Fix the issue and retry just the failed rows — no need to re-import everything.
Ready to Get Started?
Sign up in under a minute. The AI assistant will be waiting to help you set up.