Your first login¶
This tutorial walks you through signing in to FSM Navigator for the first time, configuring your initial settings, and navigating to your dashboard. By the end, you'll be ready to start managing jobs and inviting your team.
Sign in to your account¶
Open FSM Navigator in your browser and enter your credentials on the login page.
- Enter the email address you used when you registered your account.
- Enter your password.
- Optionally, select Remember me for 30 days to stay signed in on this device.
- Complete the security check to verify you are not a bot.
- Select Sign In.
If your credentials are correct and your email is verified, you are redirected to your dashboard.
Helpful links on the login page
The login page also provides links to Register a new company, Join an existing company via invitation, Forgot password to reset your credentials, and Contact Support if you need help.
Complete your initial setup¶
The first time you log in, a non-dismissible setup dialog appears. You must complete this one-time configuration before you can access your dashboard.
The setup dialog sets three mandatory company defaults — required to ensure accurate scheduling, pricing, and reporting across the platform.
Required settings¶
| Setting | What it controls |
|---|---|
| Timezone | All job times, schedules, and reports use this timezone. Auto-detected from your browser — verify it is correct. |
| Currency | The currency for invoices, pricing displays, and financial reports. Currently locked to US Dollar (USD); multi-currency support is planned. |
| Distance unit | Choose Miles or Kilometers for travel calculations and intelligent dispatch. Auto-detected based on your region. |
Optional business settings¶
Expand the Business Settings section in the dialog to set additional defaults. You can skip these now and update them later in Settings.
| Setting | Default | Used for |
|---|---|---|
| Default technician hourly rate | $45.00 | Pricing new jobs and calculating labor costs |
| Default tax rate | 0% | Automatically applied to invoices |
| Fuel cost per mile/km | $0.65 | Calculating travel cost savings in reports |
Select Complete Setup when you are ready. The dialog closes and you land on your dashboard.
Change these anytime
All initial-setup values are editable at any time from Settings → Company Settings.
Explore your Owner Dashboard¶
After setup completes, you land on the Owner Dashboard — your primary view for monitoring company performance, team activity, and ROI.
Key sections¶
Quick Access Cards — Four cards at the top help you navigate quickly:
- Manage Users — view and edit team members
- Customers — manage customer accounts and locations
- Invoices — billing and payments
- Subscription — plan and billing details
Company Information — A summary card shows your company name, status, contact details, user count, active jobs, and join code for inviting team members.
Money & Time Saved — This widget displays ROI metrics from intelligent dispatch:
- This Month — estimated savings in dollars, hours, and miles
- Lifetime Savings — total savings since your account was created
- ROI This Month — return on investment (savings versus subscription cost)
- Last 7 Days — quick view of recent savings
- How it works — a brief explanation of how intelligent dispatch uses real-time traffic data to minimize drive time and fuel costs
Recent Activity — A feed of team actions (jobs created, customers added, invoices sent, and so on) with filters for the last 24 hours, 7 days, 14 days, or 30 days.
Owner Dashboard features
The Owner Dashboard is visible to account owners only. Other team roles see dashboards tailored to their responsibilities.
Navigation sidebar¶
The left sidebar gives you access to all major areas: Jobs, Customers, Team, Invoices, Settings, Mobile, Reports, and more.
Optional: Follow the guided onboarding¶
After initial setup, a Getting Started panel appears in the bottom-right corner of your screen (optional and dismissible).
The panel walks you through essential actions like adding your first customer, creating a job, and inviting team members. You can minimize, skip, or dismiss it at any time. For details, see the onboarding tutorial.
Multi-factor authentication¶
If your organization requires multi-factor authentication (MFA), a setup wizard appears immediately after you sign in. You must complete it before you can access your dashboard.
The wizard guides you through three steps:
- Scan the QR code — Use an authenticator app such as Google Authenticator, Authy, or Microsoft Authenticator to scan the code displayed on screen.
- Enter the verification code — Type the six-digit code from your authenticator app to confirm the connection.
- Save your recovery codes — Download or copy the one-time recovery codes and store them in a safe place. These codes let you regain access if you lose your authenticator device.
If you prefer not to set up MFA at this time, you can select Log out instead and return later — but you won't be able to access your dashboard until MFA setup is complete.
Why MFA matters
Multi-factor authentication adds an extra layer of security by requiring a time-based code from your authenticator app in addition to your password. This protects your account even if your password is compromised.
Troubleshooting¶
"Email not verified"¶
If you see this message, your email address has not been verified yet. You are automatically redirected to the verification page where a new verification code is sent to your email. Enter the code to verify your account, then sign in again. See the registration guide for more details.
"Invalid credentials"¶
Double-check that you are entering the correct email address and password. Passwords are case-sensitive. If you have forgotten your password, select Forgot password on the login page to reset it.
Session expired¶
For security, your session expires after a period of inactivity. Simply sign in again to continue where you left off. If you selected Remember me for 30 days, your session lasts longer between logins.
What's next¶
You're signed in and ready to go. Here are your recommended next steps:
- Create your first job — Learn how to create, assign, and track a job from start to finish.
- Invite your team — Add dispatchers and technicians to your company so you can start delegating work.