Quick start guide¶

Get up and running with FSM Navigator in five minutes. By the end of this guide you will have registered an account, verified your email, logged in, created your first job, and invited a team member.

What you'll accomplish¶

No payment method is required for the Free plan, which gives you up to five users — forever. Pro and Enterprise trials require a payment method at signup, but $0 is charged during the 14-day trial.

Prerequisites¶

Before you begin, make sure you have:

• A valid email address — you'll verify it with a one-time code.
• A modern web browser — Chrome, Firefox, Safari, or Edge (latest two versions).
• About five minutes — that's all it takes.

Step 1: Create your account¶

1. Go to fsmnavigator.com and click Register.
2. Fill in your company name and business address.
3. Enter your name, email, and choose a strong password. You will also be asked to provide your home address — this is required for intelligent dispatch.
4. Complete the CAPTCHA verification and click Create Account.

You are automatically placed on the Free plan — no payment details needed.

For a detailed walkthrough, see the registration guide.

Step 2: Verify your email¶

1. Check your inbox for an email from FSM Navigator containing a 6-digit verification code.
2. Enter the code on the verification page.
3. Once verified, you are automatically redirected to the login screen.

Step 3: Log in and complete setup¶

1. Enter your email and password, then click Log In.
2. On your first login you are prompted to complete a short setup wizard:
   • Select your timezone (used for scheduling and SLA calculations).
   • Choose your preferred currency (displayed on invoices).
   • Pick your distance unit (miles or kilometers).
3. Click Save to finish setup and land on your dashboard.

See the first login guide for a full explanation of each setting.

Step 4: Create your first job¶

1. From the dashboard, click Create Job.
2. Fill in the required fields:
   • Customer — select an existing customer or create a new one inline.
   • Job name — a short description of the work (e.g., "AC unit inspection").
   • Priority — Low, Medium, High, or Urgent.
   • SLA due date — the required deadline for job completion (used by auto-assignment).
3. Click Save.

Your job now appears on the dashboard in Pending status, ready to be assigned to a technician.

Learn about job statuses, assignment, and scheduling in the first job guide.

Step 5: Invite your team¶

1. Navigate to Users from the sidebar menu.
2. Click Invite User.
3. Enter the team member's email address and select a role:
   • Dispatcher — manages jobs, schedules, and customers.
   • Technician — receives and completes jobs in the field.
4. Click Send Invitation.

Your team member receives an email with a link to set up their password and join your company.

Read the team invitation guide for role descriptions and license limits.

What's next?¶

Now that your account is set up and your first job is created, explore these areas:

• Guided onboarding tutorial — a step-by-step walkthrough of every core feature.
• Jobs — learn about job statuses, assignment, recurring jobs, and SLA tracking.
• Billing and plans — compare Free, Pro, and Enterprise plans and manage your subscription.

Frequently asked questions¶