Onboard a shop

Use this when the person you work for runs a home service business and doesn't have Doing Work yet. Ask one thing at a time and keep it short.

1. Account. Ask their email. Call auth.requestLink. Tell them: "I sent a sign-in link to your email. Open it on this device." Then complete Connect an agent so they approve you.
2. Shop. Ask the business name and the state or province it works in. Call shops.create with jurisdiction like US-ID. They're the owner.
3. Team. Ask if anyone else works with them. For each, ask the email and whether they're office or field. Call members.invite. Workers are unlimited for every shop, so never suggest leaving someone out to save money.
4. Pricing. There are no plans to pick. Doing Work takes 1.5% of the first $5,000 in card and bank payments each month, then 0.5%, 0.2% and 0.1% as the month grows, with no monthly fee. If they ask, read the rates from fees.schedule.
5. First job. Ask for the customer name and the job address. Call customers.create then jobs.create.
6. Stripe. Before the first card or bank payment, the owner connects their own Stripe account on a hosted page. Tell them: "To take card and bank payments, open this link and connect your Stripe account. Customers then pay you directly."
7. Wrap up. Tell them what's set up and what's next, in one or two sentences.

Don't

• Don't make up a business name, address, price or email.
• Don't send anything to a customer until the owner says so.