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Quickstart

First-day setup and orientation for new Tempr users.

This guide is for a new internal user who has access to Tempr but does not yet know where to start.

First-Day Checklist

1
Confirm your access

Make sure you can sign in through the external authentication flow and reach the main Tempr application without permission errors.

2
Verify your role-based areas

Confirm which panels and routes you are expected to use. Most users do not need every panel.

3
Check your profile ownership

If you are in sales or customer-facing operations, verify that leads, customers, tasks, or phone extensions can be assigned to your user account.

4
Review active work

Open your lead queue, task list, or scheduled work for the day so you can see the records you actually own.

5
Learn the project lifecycle

Read the workflow pages linked below before editing live records. Tempr is heavily state-driven, so actions often depend on the current project, payment, or work-order state.

Start With These Pages

If you work in...Read this next
Sales or lead handlingLeads And Customers
Proposal creation or customer handoffProjects, Proposals, And Payments
Scheduling, install coordination, or field operationsWork Orders And Field Operations
General follow-up work across departmentsTasks And Operational Follow-Up
Accounting, integrations, or specialist adminIntegrations And Specialist Panels

Core Rules For New Users

  • Do not assume every screen is for every role. Many areas are permission-based or team-specific.
  • Learn the difference between a Customer, a Project, and a Work Order before making updates.
  • Use tasks for follow-up accountability. Use comments or notes when the next person needs context.
  • Treat project state, sale state, payment state, and work-order state as the source of truth for what should happen next.
  • Use specialized panels for specialized work. For example, telephony, QuickBooks sync, and inventory each have dedicated surfaces.

Common Places To Check First

AreaWhy you would open it
/leadsReview, assign, qualify, or follow up on inbound opportunities.
/tasksSee what has been assigned to you or your team.
/telephonyReview calls and manage extension assignments.
/reportalRun operational or sales reports.
/inventoryHandle inventory-specific work and barcode scanning.
/qbo-managerInvestigate accounting sync issues and QuickBooks workflows.

If something looks missing, first verify that you are in the correct panel and that your role includes permission to see that feature.