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Set up your workspace and complete your first customer workflow

Start with the business details LaniTech uses on customer documents, then add a customer, a product or service, and your first invoice.

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What Business Suite helps you manage

LaniTech brings customer records, products and services, invoices, quotations, payments, conversations, appointments, and day-to-day work into one workspace.

Work from one connected customer record

Save people and companies in CRM, reuse products and services on customer documents, and follow invoices, quotations, appointments, conversations, and tasks from the relevant workspace.

Set up your workspace

Complete these steps in order so customer documents have the right business identity, recipients, and line items.

  1. 1

    Add your organization details

    Open Organization settings to add your business details, addresses, logo, documents, and exchange rates.
    SettingsOrganization
  2. 2

    Add a contact or company

    Use CRM to save the customer you will select on invoices, quotations, appointments, and tasks.
    CRMContactsAdd contact or company
  3. 3

    Add a product or service

    Add a reusable item from the Products page. You can also create a product or service without leaving the invoice builder.
    BusinessProductsAdd product or service
  4. 4

    Create your first invoice

    Open the invoice builder, choose the customer, add at least one item, and save the draft before sharing it.
    PaymentsInvoicesNew invoiceInvoice
  5. 5

    Connect an email channel

    Add an email provider under Communication Channels before sending invoices or quotations by email.
    SettingsCommunicationsAdd channel

You can return to this checklist

The dashboard keeps the same setup tasks available until your organization has completed them or dismissed the checklist.

Understand the dashboard

The dashboard is a period-based overview of business health and work that may need attention.

  • Headline cards show Total Sales, Total Invoices, Net Profit, and Total Customers.
  • Cash Flow and Expenses charts summarize the selected reporting period.
  • Appointments, priority tasks, and to-dos keep current work visible.
  • Pinned apps provide shortcuts to destinations you use frequently.

Empty panels are expected on a new workspace

Dashboard values come from your organization's records. Add customers, invoices, transactions, expenses, appointments, and tasks before expecting every panel to contain data.

Access and permissions

Navigation and actions are tailored to the permissions assigned to your role.

A missing page may be a permission issue

The sidebar, mobile navigation, Settings directory, and Create menu hide destinations your role cannot use. Ask an organization administrator to review your access when a page or action described here is not visible.

Need a hand with your setup?

Talk to the LaniTech team through one of our official support channels.