Initial Setup

Short: Organization, Team and Billing setup required to launch a tenant on Creative Job Hub.

1. Organization Settings

Location: Settings → Organization

Steps

1. Navigate to Settings → Organization.
2. Enter your Organization name and Timezone.
3. Upload your company logo in Branding (PNG/JPG, recommended 200×200px).
4. Add company address, phone, and email (these appear on PDFs).
5. Customize PDF terms and conditions.
6. Save your changes.

Required data

• Company name
• Physical address
• Phone number
• Email address
• Company logo

2. Team Setup

Location: Settings → Team

Steps

1. Go to Settings → Team.
2. Click Invite Team Member.
3. Enter the user’s email address.
4. Assign a role: Owner, Manager, Technician, Admin.
5. Optionally set hourly rate and employee number.
6. Configure department and other employee details.
7. Send invitation.

Roles

• Owner: Full access (billing + settings).
• Manager: Manage jobs, clients, schedules, reports.
• Technician: Mobile access (view jobs, clock in/out, update job status).
• Admin: Broad access excluding billing.

3. Billing Setup

Location: Settings → Billing

Steps

1. Navigate to Settings → Billing.
2. Choose subscription plan:

• Starter: Basic features for small teams.
• Professional: Full feature set for growing businesses.
• Enterprise: Advanced features and priority support.

3. Add payment method for subscription billing.
4. Configure Stripe for customer payments (Settings → Stripe).
5. Complete Stripe onboarding to accept online card payments.

Trial

• 14-day free trial.
• Full access during trial.
• No credit card required to start.

Tips

Updated on: 11/01/2026