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Getting Started
From an empty account to your first staged house — add inventory, create a house, place holds, and check out.
Overview
A new account starts empty on purpose — there's no sample data to clear out before your real inventory goes in. This page walks the path from empty account to first staged house, in the order the app expects: items first, then a house, then holds (reserving items for the house), then checkout.
When you first sign in, you land on the dashboard — the app's home screen. Its welcome checklist points at the same first steps this page walks through, and its calendar and inventory widgets fill in as your data does. The five steps below leave you with a working pipeline and touch every concept the rest of these docs build on.
1. Add some inventory
Items are the foundation — houses, holds, themed rooms, and reports all reference them, so they go in first.
Open Inventory in the sidebar and click New. The essentials are a name and a Quantity — how many physical copies you own, which is what the Available count is calculated from. Photos, costs, and extra detail can come later. To tag an item as you go, type a new name in the Categories field and pick the Create option that appears — no need to set up a taxonomy first.
If your inventory already lives in a spreadsheet, skip the manual entry: the import wizard maps your columns onto item fields and brings everything in at once. See Import & Export.
2. Create your first house
A house is a staging project: the address, the client and agent, the stage dates, and eventually the list of items staged there.
Open Houses in the sidebar and click New — while the list is empty, it offers New house and Import shortcuts directly. For the Client and Agent fields, just start typing a name — if no existing contact matches, a Create option appears in the dropdown so you can add them without leaving the form. See Contacts & Categories for how those records work.
Set a Stage Date and a status while you're here. Those two fields drive the Upcoming Stages list, the calendar, and — once houses start completing — every report. The houses page covers the full pipeline of statuses.
3. Lay out rooms and place holds
A hold reserves an item for this house while it stays in the warehouse. It's the planning state — and placing holds is how you build the staging list.
Optionally, define the house's rooms first with Edit Rooms so items land where the movers will work (see Rooms). Then click Add Items on the house: a panel slides in showing every item with its current available count. Pick a room in the Add to selector — or leave it on Unassigned — and use the +/- stepper to choose quantities. Holds don't reduce the Available count, so you can plan freely; availability is only enforced at checkout. The full model is in Holds & Checkouts.
4. Check out on stage day
Checkout is the moment the plan becomes reality: held items flip to checked out, and the Available count finally drops.
Open the house's items page — the On Hold view is the default — and click Checkout. A dialog lists everything about to go out; confirm and the view switches to Checked Out. If another house got to a contested item first, the dialog flags what's constrained and checks out only what's actually available.
When the stage ends, Return All brings everything back — either to on hold (keeping the house's list intact for a future stage) or off the house entirely. Update the house's status as it moves through the pipeline; that's what feeds Reports later.
5. Invite your team
Everyone signs in with their own account, with a role that matches their job.
Open Accounts in the sidebar, click New, enter a name, email, and role, and click Invite. The teammate gets an email with a one-time link and sets their own password. Roughly: Admins see everything including billing and reports, Stagers do the day-to-day planning and staging work, and Movers get a read-mostly view built for the warehouse and the truck. The details are on Team & Roles.
Finding your way around
Two app-wide tools are worth knowing on day one: search and the activity record.
At the top of the sidebar, Search opens a search across houses, items, contacts, categories, and themed rooms — houses match by address or client, items by name or category, contacts by name or email. Results are grouped by type, and clicking one jumps straight to its detail page. Admins also see teammate accounts in results. The search dialog is part of the desktop sidebar; on a phone, each list has its own search and filters instead. When a quick search isn't enough, Search, Filters & Sorting covers the filter bar every list shares.
Every list and detail page also has an Activity panel in its right sidebar recording who changed what and when, and the notification bell in the top-right corner holds an undo handle for anything you delete. Both are covered in Activity & Restore.
Where to get help
The help menu is the ? icon in the top-right corner on desktop, and Help & Feedback in the sidebar on a phone.
It has three entries — Report a bug, Suggest a feature, and Contact support — and each opens a short form that comes straight to us, with the technical details we need attached. For how-to questions, these docs are organized by feature, and the sidebar mirrors the app's own navigation.
What's next
With the first house staged, a few places to go deeper:
- Get to know your home base — the dashboard covers the stage calendar, pipeline, and inventory widgets card by card.
- The full availability model — what holds do and don't reserve — is in Holds & Checkouts.
- Label your warehouse and scan from a phone with Barcodes.
- Plan tiers and trial details are on Billing & Plans.