> ## Documentation Index
> Fetch the complete documentation index at: https://help.sweeply.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your company

> The order in which to get started with Sweeply, from company details to your first test visit.

Follow the order below and finish with one test visit before you move real customers in. That way you find what is missing while nothing has been sent to a customer.

## The setup, in order

The first time you log in, **Get started with Sweeply** takes you through the first three points.

1. **Company.** Check the name, CVR number, and address. Routes start from the company address by default.
2. **Availability.** Enter your normal working hours. See [Working hours and time off](/services-and-availability/working-hours-and-exceptions).
3. **Team.** Turn on **Plan work for me** if you take visits yourself, and add your colleagues. See [Invite team members and manage access](/team-and-access/invite-team-members).
4. **Services.** Create the work you sell. See [Services](/services-and-availability/service-catalog).
5. **Team members.** Give each team member the services they can perform and a start address. Without those they get no visits. See [Get a team member ready for visits](/team-and-access/prepare-team-for-planning).
6. **Notifications.** Choose which messages customers should get before real visits are in the plan. See [Automatic messages to the customer](/customer-communication/notification-channels-and-rules).
7. **Accounting.** Connect Dinero, e-conomic, or Billy before you complete orders that should be invoiced. See [How invoicing works](/accounting-and-payments/accounting-workflow).
8. **Customers.** Create them yourself or import them. See [Move your customers and subscriptions to Sweeply](/getting-started/import-customer-data).

## Run one test visit

Use a test customer with your own email and phone number, so you receive the messages yourself.

<Steps>
  <Step title="Create the test customer">
    Select **Customers** > **Create Customer**, and use a real address.
  </Step>

  <Step title="Create an order">
    Select **Orders** > **Create Order**. Add a service with a price and a time, and choose this week as the **Target week**.
  </Step>

  <Step title="Plan the week">
    Open **Planning** and select **Plan week**. Check that the visit has a team member, a day, and a time.
  </Step>

  <Step title="Carry out the visit">
    Open **Daily Program** on the day of the visit. Select **Start task** and then **Complete task**.
  </Step>

  <Step title="Check the result">
    Open the order and check under **Invoice and payment** that the invoice was created. Check that you received the messages you expected.
  </Step>
</Steps>

<Warning>
  Never use a real customer's contact details for testing. Messages and invoices are sent.
</Warning>

Was the visit not planned? See [Why is a visit unplanned or locked?](/planning/troubleshoot-unplanned-orders) When the test works, you can [create your first subscription](/subscriptions/create-a-subscription).


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