Skip to main content
First steps

Once you've logged on to Casserole.pro for the first time, what are the next steps?

Maxime Tremblay avatar
Written by Maxime Tremblay
Updated over 4 months ago

Now that you've chosen Casserole.pro, the next steps are :

  • In account management, add the seats you need for your team. This operation must be performed by the Admiral. More details here.

  • Define Casserole.pro parameters. Here, we suggest you make a few initial configurations and come back later, as you use the program, to fine-tune the settings.

    • Enter your organization's contact details

    • Define prefixes and numbering of cards in the various sections

    • Define your chart of accounts

    • Add required taxes to your operations

    • Define activity lists and other lists that can be adapted to your needs, throughout Casserole.pro

    • Create one or more rate and fee schedules

    • Define preferences for quotations and invoices.

  • Create a first company, a first budget, a first quote and a first project.

The knowledge base is a valuable source of information. You can also visit (and subscribe to) our YouTube channel.

Don't hesitate to contact our support team if you have any questions.

Did this answer your question?