Taskr provides guided onboarding wizards to help new teams get started quickly,
import existing data, and configure compliance requirements.
Onboarding Wizards
Data Migration
Import data from QuickBooks, Xero, ServiceTitan, or CSV files
Compliance Setup
Configure industry-specific compliance requirements
Onboarding Flow
Quick Start Options
1
Choose Your Path
New teams can select from:
- Import from existing system - QuickBooks, Xero, ServiceTitan
- Upload CSV/Excel files - Bulk import from spreadsheets
- Start fresh - Manual entry with guided setup
2
Complete Migration
If importing, the wizard guides through:
- Provider connection or file upload
- Field mapping and validation
- Preview and confirmation
- Background import with progress tracking
3
Configure Compliance
For regulated industries:
- Select industry type
- Choose jurisdiction(s)
- Map asset types to compliance rules
- Set up automated scheduling
4
Ready to Work
After onboarding:
- Dashboard populated with data
- Compliance schedules active
- Team ready to create jobs
Onboarding Completion
Track onboarding progress with completion indicators:Skip Options
Users can skip optional steps and complete them later:Related Documentation
Data Import
Detailed CSV/Excel import documentation
Subscription Billing
Trial period and billing setup