Getting Started

Getting started with EQUOS9 v2

Step-by-step walkthrough to get started with EQUOS9.

Getting started

Quick Answer

Log in → Complete the onboarding wizard → Customize your dashboard → Start adding contacts and products. You can skip any step and return to it later in Settings.

The onboarding wizard guides you through theme selection, navigation setup, and business profile configuration. Most settings can be changed later, so don’t worry about getting everything perfect on your first login.

First login and onboarding

When you first log in, you’ll be guided through a setup wizard that configures EQUOS9 for your business.

Setting up your business profile

Your business profile appears on invoices, quotes, and other documents.

Required fields:

  • Company name

Recommended:

  • ABN/Tax ID
  • Phone and email
  • Physical address

Include payment information on invoices:

  • Bank name
  • BSB/Routing number
  • Account number
  • Account name

Leave blank if you use online payments exclusively.

Access anytime from Settings → Business Profile.

Understanding the dashboard

Your dashboard is the command center for daily operations, with customizable widgets showing real-time metrics.

Click the Customize button in the top-right corner.

Click Add Widget to browse the widget catalog. Choose from small (1x1), medium (2x1), or large (2x2) sizes.

Drag widgets to reorder them. Click Done when finished. Your layout syncs across devices.

The sidebar shows:

  • Dashboard (always visible)
  • Your enabled modules (based on settings)
  • Settings (always visible)

Many modules have sub-sections via tabs at the top:

  • Order Manager: Orders, Work Orders, Production
  • Inventory: Products, Stock Levels, Import
  • Warehouse: Inbound, Outbound, Stock Management
  • Contacts: Customers, Suppliers, Import

Quick wins: Get started in minutes

Contacts → Add Customer

Enter name, email, and phone. Now you’re ready to create invoices for them.

Contacts → Import

  1. Download the CSV template
  2. Fill it with your data
  3. Upload and map columns
  4. Import

Inventory → Add Product

Enter name, SKU, and price. Set stock levels if tracking inventory.

Settings → Workflow Setup

Configure invoice numbering, payment terms, tax rates, and email templates to save time on every transaction.

Inviting team members

Navigate to Settings → Staff Management.

Click Invite Staff Member, enter their email, and assign a role:

  • Account Administrator - Full access, can manage staff
  • Staff - Access to assigned modules only

Select which modules they can access. For example, warehouse operators might only need Warehouse and Inventory.

Core modules overview

Order Manager is the central hub. Contacts and Manufacturing are standalone modules.

Next steps

  1. Dive into modules - Explore the guides for modules you use most
  2. Set up integrations - Connect external tools and carriers
  3. Configure automation - Set up workflows to save time
  4. Review reports - Access analytics to understand your business

Welcome aboard!