Onboarding Instructions

🚀 Getting Started with Stageforce: Your Onboarding Checklist

Welcome to Stageforce! We’re so excited to have you here.

This quick-start guide walks you through the most important steps to get your account set up, your inventory flowing, and your team working efficiently — right from day one.

Let’s dive in 👇

GETTING STARTED:

Use this guide to set up your Stageforce account and prepare your team for their first project.


Step 1: Download the Stageforce App

Get your team connected!

    •    Download from the App Store
    •    Download from Google Play
    •    Join the Stageforce Private Facebook Group for tips and updates


Step 2: Add Your Company Branding

Your branding appears on client-facing documents (proposals, e-commerce, etc.).    •    Upload your Company Logo
    •    Add your Banner Image


Step 3: Configure Account Settings

Set your account defaults:
    •    Measurement Units (Default is Standard (US). Switch to Metric if needed)
    •    Currency (Default is USD. Update if operating in another currency)

Automatic Data Updater (US only)

Automatically pulls in:
    •    Sold price
    •    Days on market
    •    Other listing data
    •    MSRP Setting (Optional) You can disable this field if you do not want to display MSRP alongside sales pricing.

Step 4: Set Pricing Rules

Stageforce automatically calculates pricing based on your cost.

Default behavior:
    •    Retail price ≈ 120% of cost
    •    Rental price ≈ 15% of retail (monthly)

You can:
    •    Adjust markup percentages
    •    Override pricing at the product level

Step 5: Review Inventory Organization

Stageforce is preloaded with categories and subcategories.
    •    Designed like a retail store layout
    •    Helps your team shop and build projects quickly

No setup required, but you can customize as needed.

Step 6: Customize Rooms

Rooms help organize projects and guide installs.
    •    Examples: Dining Room, Kitchen, Office
    •    Edit, rename, or create new room types
    •    View rooms as a project mood board

Step 7: Use Flags for Inventory Issues

Flags help track item condition.

Use flags to mark:
    •    Damaged items
    •    Missing items
    •    Items needing attention

Step 8: Set Permissions & Invite Users

Control access across your team:
    •    Assign permission levels by role
    •    Invite unlimited users
    •    Users receive an email to join
    •    Remove users at any time

NEXT STEPS:

Once setup is complete, you’re ready to:               

✔️Start building projects
✔️Add inventory
✔️Create proposals and e-commerce sheets


🛒 Order Supplies from the Stageforce Store

Need RFID tags or readers?

In your Stageforce app:
    1.    Click the Menu
    2.    Select Stageforce Store
    3.    Browse recommended supplies for your operation

You’ll find guidance on what quantities to order based on your company’s size and needs.

Before tagging physical items, you’ll want to batch-create tag numbers inside Stageforce.

This prepares your system so tagging products later is fast and seamless.


📦 Enter Your Products

When adding inventory, accuracy now saves huge amounts of time later.

We highly recommend:

• Using wholesaler invoices when entering items
• Adding name, cost, and measurements
• Pulling stock photos online using the item number
• Uploading before supplies arrive

Tip: Your homepage will alert you to any products left untagged so nothing slips through the cracks.

Already tracking inventory elsewhere?
If you use Excel, Google Sheets, or another system, export your data to a CSV file — we may be able to import it for you.

Contact support@stageforce.com for help with migrations.

🗺️ Make a Plan for Inventory Day

A little planning goes a long way.

We suggest:

• Assigning staff to your inventory team
• Hiring temporary help if needed
• Working in clean, vacant listings
• Creating two-person teams:
– One person enters products
– One photographs, measures, and tags

Efficiency = faster setup.

📸 Tag & Photograph Products

Before you start photographing:

• Set up a simple tabletop station
• Use both a light and dark background
• Keep lighting consistent

🎓 Sign Up for Free Training

Training = faster setup + smoother operations.

We offer free sessions covering:

• Product onboarding
• Designer training
• Warehouse team workflows
• Executive overviews

Visit our support section on our website to register for upcoming sessions!