> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcsolar.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Prepare the workspace for daily use

> A practical go-live checklist for owners and administrators.

Complete this in order. Use a clearly identified test customer with your own approved contact details for any real message or payment verification.

| Step                                          | Check before moving on                                                        |
| --------------------------------------------- | ----------------------------------------------------------------------------- |
| [Onboarding](/setup/onboarding)               | Correct organisation, timezone and active subscription                        |
| [PayTo](/setup/payto)                         | Active agreement before calls and SMS                                         |
| [Stripe](/integrations/stripe)                | Business details submitted; customer collection enabled before taking payment |
| [Team](/setup/team)                           | Members can sign in; roles and number allocations are correct                 |
| [Retailer settings](/setup/retailer-settings) | Pricing, services, deposits and finance rules reviewed and applied            |
| [Catalogue](/delivery/catalogue)              | Correct equipment, quantities, regions and technical sheets                   |
| [Energy data](/quoting/energy-data)           | Offered programs and source freshness reviewed                                |
| [Integrations](/integrations/overview)        | Correct provider accounts connected; one record checked end to end            |
| [Customer journeys](/quoting/follow-ups)      | Approved wording, timing and consent; sending mode confirmed                  |
| [Notifications](/setup/notifications)         | Team understands inbox, email preferences and escalation                      |
| [First quote](/quoting/walkthrough)           | Customer preview, incentives, BOM and schedule checked                        |
| [Delivery](/delivery/projects)                | Installer, readiness, compliance and payment handoffs agreed                  |

## Agree on ownership

Name the person who owns new-lead assignment, quote review, installation readiness, rebate follow-up and reconciliation. Agree when a task needs escalation.

## Verify with the team

Walk one sample enquiry through creation, contact, quote preview and project preparation. Only send messages, issue documents or take test payments when the intended recipient and environment are confirmed. A demo success does not prove your provider account is ready.

## ArgonixIntelligence in this workflow

Demonstrate one bill review, one available call summary and one dashboard brief. Teach the team to open the underlying evidence and record a clear next action.


## Related topics

- [Run your sales day](/customers/daily-routine.md)
- [1. Find your workspace](/sales-onboarding/workspace.md)
- [Your first chapter with ArcSolar](/sales-onboarding.md)
- [Welcome to ArcSolar](/index.md)
- [Use Rep Overview](/reporting/rep-overview.md)