> For the complete documentation index, see [llms.txt](https://docs.bluepro.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bluepro.ai/get-started/getting-started/your-setup-checklist.md).

# Your setup checklist

Use this checklist to get BluePro ready for daily work. Follow the steps in order so later setup builds on the basics.

{% stepper %}
{% step %}

### Import contacts

Start with your customer list so booking, follow-up, and billing all point to real records.
{% endstep %}

{% step %}

### Connect payments

Set up BluePay so you can take payments, send links, and collect money faster.
{% endstep %}

{% step %}

### Build your price book

Add your services, materials, and pricing rules before your team starts quoting.
{% endstep %}

{% step %}

### Configure your calendar

Set working hours, appointment rules, and dispatch basics so the schedule works for the field team.
{% endstep %}

{% step %}

### Send your first estimate

Create a test estimate, review the customer view, and send your first live quote.
{% endstep %}
{% endstepper %}

### Tips and notes

* Complete each step before moving to the next one.
* Review permissions before your whole team starts working in BluePro.

### Related articles

* [Importing contacts](/get-started/getting-started/importing-your-data/importing-contacts.md)
* [Setting up BluePay and taking payments](broken://spaces/28MMBA616qXg3e9PWQFe/pages/p5q7j8A0d3tOUV7Hh6Ln)
* [Building your price book](broken://spaces/28MMBA616qXg3e9PWQFe/pages/rHNxRylvo0k7Kw1GNsDO)


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