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Getting started

Get up and running with FSM Navigator in minutes. Whether you manage HVAC, plumbing, electrical, or managed print services, this section walks you through every step — from creating your account to dispatching your first job.

  • Free forever for up to 5 users

    Start with the Free plan at no cost — no time limits, no feature trials.

  • No payment method for the Free plan

    Start free with just your email. Pro and Enterprise trials require a payment method — $0 charged during the 14-day trial.

  • Set up in under 5 minutes

    Register, verify your email, and create your first job in a single sitting.

What this section covers

Follow these guides in order for the smoothest onboarding experience, or jump to the topic you need.

Guide Description
Quick start guide A condensed, end-to-end walkthrough for experienced users
Registration & verification Create your company account and verify your email address
Your first login Log in, explore the dashboard, and set your timezone
Guided onboarding Interactive walkthrough that appears after your first login
Create your first job Add a customer, create a job, and assign it to a technician
Invite your team Send invitations so your crew can start using FSM Navigator
Password reset Recover access if you forget your password

If this is your first time, follow these steps in order:

  1. Register — Create your company account at the registration page.
  2. Verify your email — Enter the one-time code sent to your inbox.
  3. Log in — Access your owner dashboard for the first time.
  4. Create a job — Add a customer and dispatch your first job.
  5. Invite your team — Bring your dispatchers and technicians on board by sending invitations.

Understand the roles

FSM Navigator uses three primary roles. Each role sees a dashboard tailored to their responsibilities.

Role What they do
Owner Manages the company — settings, billing, users, and reports
Dispatcher Coordinates jobs — creates, assigns, and tracks work orders
Technician Works in the field — views assigned jobs, updates status, and uploads photos

You can learn more about permissions and what each role can access in the team management section.

Start with the guided onboarding

After your first login, FSM Navigator launches an interactive onboarding tutorial that walks you through the key areas of the platform step by step. It is the fastest way to feel at home.

What comes next?

Once your team is set up and jobs are flowing, explore these areas to get the most out of FSM Navigator: