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TAYO.pro Documentation

First steps

Four steps. Allow about twenty minutes.

Section titled “1. Link your Tayo account”

This is the most important step: without it, no work from your property managers reaches TAYO.pro.

Go to Settings → Integrations and follow the connection.

  • If you use the same e-mail on both sides, it is immediate.
  • If the address is different, you need a custom connection, or ask the property manager to update your address.

The detail is in How the Tayo connection works.

2. Complete your company details

Section titled “2. Complete your company details”

Under Settings → Company: name, address, business identification number (UID), VAT, bank details.

This information appears on your quotes and invoices. Worth entering correctly once.

3. Add your insurance and certificates

Section titled “3. Add your insurance and certificates”

Under Identity. Your clients will ask for them sooner or later — having them online already saves you re-sending them by e-mail every time, and TAYO.pro warns you before they expire.

See Insurance and certificates.

4. Look at your first projects

Section titled “4. Look at your first projects”

Open Projects. Your property managers’ requests are there, each with a status.

If the list is empty or incomplete, it is almost always an e-mail address issue — see the Tayo connection page.

Going further

Section titled “Going further”

Your account is ready. This four-minute overview covers five time-saving tips — each one is also written up on its own page, if you would rather read.

Next

Section titled “Next”