Set up ATOM for your first job and invoice

Follow one docs-demo path from first sign-in to a scheduled job and a sent invoice.

This tutorial takes you from first sign-in to a scheduled job and a sent invoice.

ATOM start tutorial showing the opening steps for signing in, scheduling a job, and sending an invoice. — Start tutorial overview, captured from the docs-demo tenant.

Welcome. You will use the docs-demo tenant that ships with ATOM. The tenant uses fixed records, so your screens match the screenshots and examples in this page.

Use this path once before you train your team. You will schedule Kitchen sink leak assessment, create an invoice from the quote lines, and send it to the agency billing contact.

You will touch four records in order: a work order, a booking, a quote, and an invoice. Keep that order. It gives each screen the context it needs.

Keep these values nearby while you work through the tutorial.

Work order: Kitchen sink leak assessment.
Property: 18 George Street, Unit 4B, Sydney NSW 2000.
Agency: Harbour & Ridge Property Group.
Technician: Emma Wilson.
Booking time: 2027-02-04 09:00 to 2027-02-04 11:00.
Invoice due date: 2027-03-06.
Billing contact: billing@harbour-ridge.example.

You will finish with three checks. The booking appears on the schedule. The work order lifecycle shows a booking and an invoice. The invoice status is Sent.

If you have not used ATOM before, read Navigate ATOM, search, and get help first. It explains the app shell, command palette, in-app help, and changelog that this tutorial uses.

Open the ATOM app and use the demo account. This account represents a maintenance company owner who can view work orders, schedule technicians, and send invoices.

Use the credentials exactly as written. The seed data depends on this tenant and user.

Action: enter jack.thompson@example.com in Email or Phone.
Action: enter changeme123 in Password.
Action: select Sign in.
You see next: the Home dashboard for Jack Thompson.

#2. Read the home dashboard

Use Home as your starting point. The dashboard shows delivery pressure, schedule risk, and invoice follow-up in one place.

Start with the cards near the top, then read the work-order list. You are looking for one request that needs a technician visit and can later be invoiced.

Action: scan Business pulse and Work orders needing action.
Action: note that Kitchen sink leak assessment is waiting in the queue.
Action: keep the dashboard open long enough to see the work order title and job context.
You see next: the path for the first job starts from the dashboard and schedule.

#3. Open the schedule

Open the planner before you create the booking. Use the technician calendar to choose the job time.

The day planner is where ATOM records who will attend and when they will attend. It also gives you a way to check technician load before dispatch.

Stay in the day view for this tutorial. The day view shows enough detail for the booking time and technician assignment.

Action: select Schedule in the sidebar.
Action: wait until the planner shows technician columns.
You see next: the day planner with technician columns.
Data to use: lead technician Emma Wilson.

#4. Start a booking

Create the booking from the planner, not from a note. This records the technician, time, priority, and work order link together.

The booking is the schedule record. It should point back to the work order so anyone can move from the calendar to the job context.

Action: select Add Booking.
You see next: the Add Booking dialog.
Data to enter: use the existing work order Kitchen sink leak assessment.

#5. Link the work order

Attach the booking to the request that needs the visit. This keeps the schedule, quote, invoice, property, and agency connected.

Use the work order title from the dashboard. Do not create a separate job for this tutorial.

Action: select the Work Order field.
Action: search for Kitchen sink leak assessment.
Action: choose the matching work order.
You see next: the booking form keeps that work order selected.

#6. Assign the lead technician

Choose the technician who owns the visit. The docs-demo tenant already has trade coverage for this job.

Emma Wilson is the plumber assigned to urgent leak and hot-water work in the demo tenant. Use her as the lead technician for this booking.

Action: select the Lead Technician field.
Action: choose Emma Wilson.
You see next: the booking is assigned to Emma's planner column.

#7. Enter the booking time

Use one fixed time window so screenshots stay stable. The time is in the future, so the booking form accepts it during validation.

Enter the time first, then check the service type and priority. The priority should match the work order urgency.

Action: enter 2027-02-04 09:00 in Start Time.
Action: enter 2027-02-04 11:00 in End Time.
Action: set Service Type to Repair.
Action: set Priority to Emergency.
You see next: the form is ready to submit.

#8. Create the booking

Save the booking and return to the planner. ATOM writes the booking with the selected work order, technician, time, service type, and priority.

The planner card is the first proof that the job is scheduled. Read it before you move on.

Action: select Create Booking.
You see next: the planner shows Kitchen sink leak assessment in Emma Wilson's column.
Result: the first job is now scheduled for the docs-demo tenant.

#9. Open the booking details

Check the booking before you move to billing. The details dialog confirms that the booking carries the expected work order, technician, and time.

This check catches common handoff mistakes before the invoice is created.

Action: select the Kitchen sink leak assessment booking card.
Action: confirm the schedule reads Thu, Feb 4 at 9:00 AM - 11:00 AM.
Action: confirm the lead technician is Emma Wilson.
Action: confirm the service type is Repair and the priority is Emergency.
You see next: the booking details match the time and technician you entered.

#10. Open the work order

Return to the work order so you can review the job context and create the invoice.

The work order page is the handoff surface for the office team. It shows the request, property, agency, lifecycle records, and activity.

Action: close the booking details dialog.
Action: select Home in the sidebar.
Action: select Review work orders.
Action: open Kitchen sink leak assessment.
You see next: the work order page with request, context, and lifecycle sections.

#11. Confirm the request details

Read the work order before you invoice. This prevents billing the wrong agency or property.

Use the request and context sections as your check. The title tells you what work was requested. The property and agency tell you where the work happens and who receives billing.

Action: confirm the request title is Kitchen sink leak assessment.
Action: confirm the property is 18 George Street, Unit 4B, Sydney NSW 2000.
Action: confirm the agency is Harbour & Ridge Property Group.
Action: confirm the request says water is pooling under the sink.
You see next: the lifecycle shows Quote, Booking, and Invoice cards.

#12. Review the quote source

Use the quote lines as the invoice source. The docs-demo tenant already includes a draft quote for this job.

This tutorial does not send the quote. You are using its line items to make the invoice total traceable to a reviewed estimate.

Action: select the Quote card.
Action: confirm the quote title is Quote for Kitchen sink leak assessment.
Action: confirm it includes Call-out and labour and Standard materials allowance.
Action: confirm the quote version is v1.
Action: close the quote drawer.
You see next: the invoice can copy those line items.

#13. Create the invoice

Create the invoice from the work order lifecycle. ATOM links it back to the job, property, agency, and quote lines.

The create drawer should show that it is copying line items from the quote. This avoids a blank invoice and keeps the first invoice amount tied to the job record.

Use the due date from this page. The exact date keeps the invoice example deterministic across screenshots and reviews.

Action: select Add Invoice on the Invoice card.
Action: set Due Date to 2027-03-06.
Action: confirm the preview says it is copying line items from the quote.
Action: select Create Invoice.
You see next: the Invoice card becomes active.

#14. Open the draft invoice

Open the draft before sending it. The invoice drawer is where you check status, line items, totals, and send actions.

This is the last review point before the billing email is recorded.

Read the recipient field before you send. The demo agency billing email is fake, but the workflow is the same as a real billing contact.

Action: select the active Invoice card.
Action: confirm the invoice status is Draft.
Action: confirm the invoice is for Kitchen sink leak assessment.
Action: confirm the total matches the copied quote lines.
You see next: the invoice actions include Send Invoice.

#15. Send the invoice

Send the invoice to the billing contact from the invoice drawer. Use the agency billing email from the docs-demo seed.

ATOM records the send action on the invoice. The invoice status changes from Draft to Sent after the mutation completes.

Action: select Send Invoice.
Action: enter billing@harbour-ridge.example in Recipient Email.
Action: select Send Invoice in the dialog.
You see next: ATOM shows a confirmation toast and the invoice status changes to Sent.

#16. Check the finished path

Finish by checking the three records you touched. You should be able to move from the work order to the booking and invoice without losing context.

This final check proves the path is complete for the demo tenant.

Action: return to the work order lifecycle.
Action: confirm the booking is present for Emma Wilson.
Action: confirm the invoice is present and marked Sent.
Action: open Invoices from the sidebar and confirm the invoice appears in the list.
Result: the first job is scheduled and the first invoice is sent.

You have completed the docs-demo path. Repeat the same order with your own agency, property, technician, booking time, and billing contact when you set up a real job.