Enterprise Setup Wizard

1 Branding

2 Business

3 Team

4 Services

Step 1 — Branding Live

Logo upload and brand color selection

9:41

Enterprise Setup

Step 1 of 7

Branding

Logo and colors

Upload your logo and choose brand colors for invoices and customer-facing materials.

Tap to upload logo

Primary Color

Secondary Color

Step 2 — Business Profile Live

Business model, types, and typical job range

9:41

Enterprise Setup

Step 2 of 7

Business Profile

How your business works

Tell us about your business model so we can configure the platform for you.

What does your business do?

Business Types

Service Calls

Project Work

Maintenance

Commercial

Residential

New Construction

Typical Job Min ($)

Typical Job Max ($)

Step 3 — Team & Payroll Live

Payroll provider selection and team size

9:41

Enterprise Setup

Step 3 of 7

Team & Payroll

Roles and compensation

How do you pay your team? This helps us integrate or export commission data.

Payroll Provider

QuickBooks

Gusto

ADP

3Bids Payouts

Manual

None yet

3Bids PayoutsUses Stripe Connect for instant 1099 payments to your team.

How many employees?

Step 4 — Services & Operations Live

Service types offered and service radius

9:41

Enterprise Setup

Step 4 of 7

Services & Operations

What you do and where

What services do you offer and where do you operate?

Services Offered

HVAC

Plumbing

Electrical

Roofing

Windows

Solar

Insulation

Painting

Flooring

Remodeling

Service Radius (miles)

Step 5 — Sales Pipeline Live

Lead sources and follow-up cadence

9:41

Enterprise Setup

Step 5 of 7

Sales Pipeline

Lead sources and stages

Where do your leads come from and how do you follow up?

Lead Sources

Referral

Google

Facebook

HomeAdvisor

Angi

Thumbtack

Yelp

Website

Door Knock

Direct Mail

Follow-up Cadence

Same Day

24 Hours

48 Hours

Weekly

Step 6 — Terminology Live

Business jargon and acronyms for AI context

9:41

Enterprise Setup

Step 6 of 7

Terminology

Your business jargon

Add jargon and acronyms unique to your business. AI will use these to understand your context.

Term / Acronym

Definition

Added this session:

SEER

BTU

Step 7 — Documents Live

SOPs, handbooks, and process document upload

9:41

Enterprise Setup

Step 7 of 7

Documents

SOPs and handbooks

You can upload SOPs, handbooks, and process documents later from Settings.

Documents can be uploaded anytime

Go to Settings → Enterprise Setup → Documents to upload SOPs, employee handbooks, pricebooks, and other business documents. AI will analyze them automatically.

Setup Complete Live

Success state after completing all wizard steps

9:41

Setup Complete!

Your enterprise profile is configured. You can edit any of these settings anytime from Settings → Enterprise Setup.

1 Branding + Business

2 Team + Services

3 Pipeline + Terminology

4 Documents + Complete

Branding + Business Profile Live

9:41

Enterprise Setup

Step 1 of 7

Branding

Logo and colors

Tap to upload logo

Primary Color

Secondary Color

Business Profile

How your business works

What does your business do?

Business Types

Service Calls

Project Work

Maintenance

Commercial

Residential

New Construction

Typical Job Min ($)

Typical Job Max ($)

Team & Payroll + Services Live

9:41

Enterprise Setup

Step 3 of 7

Team & Payroll

Roles and compensation

Payroll Provider

QuickBooks

Gusto

ADP

3Bids Payouts

Manual

None yet

3Bids PayoutsUses Stripe Connect for instant 1099 payments to your team.

How many employees?

Services & Operations

What you do and where

Services Offered

HVAC

Plumbing

Electrical

Roofing

Windows

Solar

Insulation

Painting

Flooring

Remodeling

Service Radius (miles)

Pipeline + Terminology Live

9:41

Enterprise Setup

Step 5 of 7

Sales Pipeline

Lead sources and stages

Lead Sources

Referral

Google

Facebook

HomeAdvisor

Angi

Thumbtack

Yelp

Website

Door Knock

Direct Mail

Follow-up Cadence

Same Day

24 Hours

48 Hours

Weekly

Terminology

Your business jargon

Add jargon and acronyms unique to your business. AI will use these to understand your context.

Term / Acronym

Definition

Added this session:

SEER

BTU

Documents + Complete Live

9:41

Enterprise Setup

Step 7 of 7

Documents

SOPs and handbooks

Upload Anytime

Go to Settings → Enterprise Setup → Documents to upload SOPs, handbooks, and pricebooks.

Setup Complete!

Your enterprise profile is configured. You can edit any of these settings anytime from Settings → Enterprise Setup.

Step 1 — Branding Live

https://app.3bids.io/setup/enterprise

Branding

Upload your logo and choose brand colors for invoices and customer-facing materials.

Step 1 of 7

Company Logo

Click to upload logo

PNG, JPG, or SVG • 1:1 aspect ratio

Brand Colors

Primary Color

Secondary Color

Step 2 — Business Profile Live

https://app.3bids.io/setup/enterprise

Business Profile

Tell us about your business model so we can configure the platform for you.

Step 2 of 7

What does your business do?

Business Types

Service Calls

Project Work

Maintenance

Commercial

Residential

New Construction

Typical Job Min ($)

Typical Job Max ($)

Step 3–4 — Team & Services Live

https://app.3bids.io/setup/enterprise

Team & Payroll

How do you pay your team? This helps us integrate or export commission data.

Step 3 of 7

Payroll Provider

QuickBooks

Gusto

ADP

3Bids Payouts

Manual

None yet

3Bids PayoutsUses Stripe Connect for instant 1099 payments to your team.

How many employees?

Services Offered

HVAC

Plumbing

Electrical

Roofing

Windows

Solar

Insulation

Painting

Flooring

Remodeling

Service Radius (miles)

Step 5–6 — Pipeline + Terminology Live

https://app.3bids.io/setup/enterprise

Sales Pipeline

Where do your leads come from and how do you follow up?

Step 5 of 7

Lead Sources

Referral

Google

Facebook

HomeAdvisor

Angi

Thumbtack

Yelp

Website

Door Knock

Direct Mail

Follow-up Cadence

Same Day

24 Hours

48 Hours

Weekly

Terminology

Add jargon and acronyms unique to your business. AI will use these to understand your context.

Term / Acronym

Definition

Added this session:

SEER

BTU

Step 7 — Documents Live

https://app.3bids.io/setup/enterprise

Documents

SOPs and handbooks

Step 7 of 7

Documents can be uploaded anytime

Go to Settings → Enterprise Setup → Documents to upload SOPs, employee handbooks, pricebooks, and other business documents. AI will analyze them automatically.

Setup Complete Live

https://app.3bids.io/setup/enterprise

Setup Complete!

Your enterprise profile is configured. You can edit any of these settings anytime from Settings → Enterprise Setup.

Steps Done

Services

Employees

Data Architecture

Enterprise setup wizard — 7-step guided onboarding for enterprise contractors covering branding, business profile, team, services, pipeline, terminology, and documents.

Source Files

app/(setup)/enterprise.tsx

7-step wizard with progress bar, step icons, save/skip/back navigation. Steps: branding, business, team, services, pipeline, terminology, documents, complete.

Component

app/(setup)/_layout.tsx

Setup layout wrapper providing SafeAreaView and navigation context

Component

constants/branding.ts

BRAND_COLOR_PRESETS array for color picker preset swatches

Component

services/logoService.ts

LogoImage component for rendering uploaded brand logos

Component

Convex Queries

intake.queries.getBusinessProfile

Returns current business profile: colors, model, types, job range, payroll, team size, services, radius, leads, cadence

Query

intake.queries.getWizardProgress

Returns currentStep, completedSteps array, and isComplete flag for resuming wizard

Query

Convex Mutations

intake.mutations.upsertBusinessProfile

Saves per-step data: primaryColor, secondaryColor, businessModelDescription, businessModelTypes, typicalJobRange, payrollProvider, teamSize, servicesOffered, serviceRadius, leadSources, followUpCadence, logoStorageId

Mutation

intake.mutations.updateWizardProgress

Tracks completedSteps, currentStep, and markComplete flag for wizard state persistence

Mutation

intake.mutations.generateUploadUrl

Generates a Convex storage upload URL for logo image uploads

Mutation

intake.mutations.addJargonTerm

Adds a term/definition pair to the business jargon dictionary for AI context

Mutation

Wizard Flow

Branding

Business

Team

Services

Pipeline

Terminology

Documents

Complete

Form State

primaryColor, secondaryColor

Hex color strings from preset picker or manual input

Schema

businessModelDescription

Free-text description of business operations

Schema

businessModelTypes

Array: Service Calls, Project Work, Maintenance, Commercial, Residential, New Construction

Schema

typicalJobRangeMinCents / MaxCents

Job range in cents, parsed via parseAmountCents()

Schema

payrollProvider

One of: quickbooks, gusto, adp, stripe_connect, manual, none

Schema

teamSize

Integer 0–10,000 parsed via parseInteger()

Schema

servicesOffered

Array from: HVAC, Plumbing, Electrical, Roofing, Windows, Solar, Insulation, Painting, Flooring, Remodeling

Schema

serviceRadius

Integer 0–500 miles

Schema

leadSources

Array from: Referral, Google, Facebook, HomeAdvisor, Angi, Thumbtack, Yelp, Website, Door Knock, Direct Mail

Schema

followUpCadence

One of: same_day, 24_hours, 48_hours, weekly

Schema