Getting Started with Proof-OS
Everything you need to know to set up your Proof-OS workspace, invite your team, and start dominating your market.
Welcome to Proof-OS. You’re about to run your restoration business on one system — automated dispatch, secure Stripe billing, and AI-assisted estimating.
This guide covers the first 48 hours of using Proof-OS.
1. Setting up your Workspace
When you first log in, you will be directed to the Setup Wizard. Here, you will define your company’s core identity.
- Company Profile: Upload your logo and set your legal name. This will appear on all estimates and invoices sent via Stripe.
- Service Area: Define the radius your fleet covers. Proof Dispatch uses this to calculate which trucks can reach an emergency fastest.
- Integration Setup: Connect your existing tools. (QuickBooks, Xactimate).
[!IMPORTANT] Your Stripe account must be fully verified before you can collect customer deductibles or send final wrap-up invoices. Go to Settings > Billing Integration to complete KyC.
2. Inviting Your Crew
To invite a technician, navigate to the Team Management tab. Wait to invite your field technicians until you have completed the workspace setup.
When you invite a technician:
- They receive an SMS with a secure login link.
- They are prompted to download the Proof Mobile App.
- Once authenticated, they automatically appear on the Dispatch Board for routing.
3. Certifications & Skill Matrices
Proof-OS is intelligent about routing. It won’t send a technician to a Category 3 water loss if they aren’t IICRC WRT certified.
In the user profile, you can map out their specific certifications securely. We’ve built in support for all IICRC tiers directly into the graph.
Next Steps
Once your team is onboarded, you are ready to book your first job. Check out the Creating & Managing Jobs guide to see how the Central Hub works.