Your first login and a tour of Flyra

A brand new Flyra account is completely empty. No customers, no jobs, no revenue, just a set of cards telling you what will appear once you start working. That's normal, and this article walks you around the place before you change anything.

Five minutes here saves a lot of hunting later, because Flyra hides more than you'd expect behind two controls: the sidebar and the + button.

The empty dashboard

This is what you land on. Every card is a placeholder: "Revenue will appear here", "No jobs or tasks scheduled for today", "No recent conversations", "No tasks found".

Nothing is broken. Flyra fills these in as you schedule work.

1. The sidebar

Nine icons run down the left, and they're your whole navigation: Dashboard, Schedule, Inbox, Leaderboard, Customers, Leads, Map, Reports and Settings. Your avatar sits at the bottom and also opens Settings.

The icons have no labels, so hover to confirm one before clicking. You can reorder and hide them later in Settings > Access.

2. The + Create button

The black + at the top of the sidebar is how records get made in Flyra. It opens a short menu:

• Job
• Subscription
• Invoice
• Estimate
• Customer

Worth burning into memory, because jobs, estimates and invoices have no pages of their own. There's no "Invoices" tab to browse. You create them from here and then find them on the customer's record, on the Schedule, or in Reports. If you go looking for an Invoices page you'll be looking a long time.

3. Search

Top right on every page, and Cmd+K from anywhere. It searches across customers, jobs and invoices at once. Once you have a few hundred customers this beats clicking through lists.

4. Settings, and the Profile tab

Click the gear at the bottom of the sidebar. Settings opens on Profile, which is about you as a person. The next tab, Organization, is about your company.

Keep those straight. Profile is your login. Organization is what customers see on paperwork.

5 and 6. Your name is read-only here

5. Full Name is greyed out on Profile. You can't type in it. This surprises people who come here to fix a typo in their own name.

6. Go to Team is where you actually do it. Names, roles and permissions all live on the Team tab, and Profile just displays what's set there. Email and Account Role are read-only for the same reason.

7. Change Password

The one thing you can genuinely change on this page. Enter your current password, then the new one twice, then click Change Password.

8. Log out

Signs this browser out of Flyra. Your data is untouched.

Tips and gotchas

• Empty states are instructions. "Once you schedule your first job, Flyra tracks revenue automatically" is telling you exactly what to do next.
• The + button is the answer most of the time. When you can't find where to create something, it's in there.
• Profile is not Organization. Your name and password vs your company's name, logo and address. Two different tabs.
• Hover the sidebar icons. They're unlabeled and a few look alike at a glance.

Next up: Filling out your company details