In IronSight, a Service Provider (SP) Admin sets up and manages their company's account: users, resources, clients, and price book. This guide walks you through everything in the order you'll need it, from first login to billing your first job.
Guest or Pro? Some features depend on your plan:
- Guest: a free account sponsored by one of your clients. You work on that client's jobs in their hub.
- Pro: your own IronSight hub for all your clients, with your own forms, ticketing, invoicing, and guest requesters.
At a glance
Sections marked (Pro) are only available on the Pro plan.
Set up your account
Accessing the Admin Portal and Company Details - Log in and open the Admin Portal, where you'll set up everything else, then add your company name, contact, and billing address. Check that your computer and phones meet the system requirements.
Clients (Pro) - Add the companies you do work for, or connect with clients already on IronSight. You need at least one client before you can add resources.
Users - Add your team, like dispatchers, admins, and field workers, and choose what each person can do.
Resources - Add your trucks, units, or crews. You can't receive work without them.
Prepare for jobs
Products / Services and Activities - Build your price book: the work and billable items your team adds to jobs, like hours, fuel, and equipment. Activities are set up in your clients' hubs.
Locations - Add the sites where you pick up, drop off, or do work.
Forms and Policies (Pro) - Attach your own safety and inspection forms to jobs automatically by resource type.
Guest Requesters (Pro) - Invite client contacts to request and approve your jobs in IronSight.
Training Your Field Team - Share the Field Worker Guide so your team is ready to go.
Run and bill your jobs
Creating a Job - Create jobs for work your clients send you outside of IronSight.
Reviewing and Billing Completed Work - Add line items, submit jobs for approval, batch them for invoicing, and archive them when you're done.
Have questions? Contact us at support@ironsight.app and we'll help you out.