Setup checklist

New accounts land on a setup checklist on the Home page. It stays there until your first payout is approved, and each step links straight to the screen where you finish it.

How it works

• Connect your data: link your field service software or a Google Sheet.
• Match employees so every job counts for the right person.
• Invite your crew so everyone can see their plan.
• Publish a plan: finish a draft or build a new one.
• Approve a payout once the first period closes.

Related

• Integrations — ShareWillow runs on the software you already use.
• Invite your team — How technicians get their invite and first sign-in.
• Build a plan — Create a custom incentive plan step by step.
• Review and approve payouts — Nothing pays out until you approve it.