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What is the best process for new customers to set up Stageforce?
Getting started with Stageforce
Welcome in! Whether you're managing one property or fifty, Stageforce keeps your staging business organized, your inventory accounted for, and your clients in the loop. Here's how to hit the ground running.
Your first view: the dashboard
When you log in, you'll land on the dashboard. Think of it as your command center. You'll see a calendar with your upcoming projects and key dates, quick-create buttons so you can add a project or contact in seconds, and a sidebar that shows where all your active jobs stand right now. Take a minute to explore before diving in. Everything is organized around the same few concepts you'll use every day.
Step 1: Set up your account
Before you start adding projects or inventory, spend a few minutes in Settings. Go to Menu (top right corner) → Settings.
Here's what to set up first:
• Account details. Add your business name, address, and phone number. This information populates your invoices and outgoing emails.
• Team members. Under Users, invite your stagers and assign the right level of access. Admins can see and edit everything; standard users work within their assigned projects.
• Warehouses. If you're tracking inventory, create at least one warehouse. That's where Stageforce knows your furniture lives when it's not on a job.
• Categories. These are the labels you'll use to organize your products (sofas, artwork, lighting, and so on). Set up the ones that match how your warehouse is actually organized.
Step 2: Add your inventory (inventory plans only)
If your plan includes inventory tracking, go to the Inventory tab in the top navigation.
From here you can:
• Add products one at a time or via bulk import. Each item gets a name, photo, condition level, and category.
• Assign products to a warehouse and section so you always know where that credenza is.
• Attach RFID tags (optional) to individual items for scanning during load-out and return.
You don't need to add your entire catalog before you start staging. Add what you have and build as you go.
Step 3: Add your contacts
Go to Contacts in the top navigation, or hit New Contact from the dashboard sidebar.
A contact is any person connected to your work: a real estate agent, a homeowner, a vendor, or a team member. You can link contacts to projects later, so adding them now saves you time when a job comes in.
If you work with agencies or other businesses, Admins can also create Accounts. An Account is the company-level record that individual contacts attach to (for example, the brokerage that three of your agents belong to).
Step 4: Create your first project
A project in Stageforce is a staging job, from first inquiry to final destage.
Hit New Project from the dashboard sidebar, or go to Projects → Create.
Fill in:
• Project name and type (residential, commercial, vacant, or occupied)
• Status (start at Lead if the job isn't confirmed yet)
• Staging and destaging dates
• Client and contact linked to the job
• Inventory assigned to the project (if on an inventory plan)
Once your project is live, update its status as the job moves forward. Leads become opportunities, opportunities become design appointments, and design appointments become staged properties. Stageforce tracks every step so nothing slips through.
A few things worth knowing
• Start small. You don't need a full inventory catalog or a contact list of 200 people to get value on day one. Create one project, see how it flows, and build from there.
• Want to explore plan options? Visit stageforce.com/plansandpricing to see what's included at each level.
• Questions? Reach out at support@stageforce.com. We're happy to walk through anything with you.
Welcome in! Whether you're managing one property or fifty, Stageforce keeps your staging business organized, your inventory accounted for, and your clients in the loop. Here's how to hit the ground running.
Your first view: the dashboard
When you log in, you'll land on the dashboard. Think of it as your command center. You'll see a calendar with your upcoming projects and key dates, quick-create buttons so you can add a project or contact in seconds, and a sidebar that shows where all your active jobs stand right now. Take a minute to explore before diving in. Everything is organized around the same few concepts you'll use every day.
Step 1: Set up your account
Before you start adding projects or inventory, spend a few minutes in Settings. Go to Menu (top right corner) → Settings.
Here's what to set up first:
• Account details. Add your business name, address, and phone number. This information populates your invoices and outgoing emails.
• Team members. Under Users, invite your stagers and assign the right level of access. Admins can see and edit everything; standard users work within their assigned projects.
• Warehouses. If you're tracking inventory, create at least one warehouse. That's where Stageforce knows your furniture lives when it's not on a job.
• Categories. These are the labels you'll use to organize your products (sofas, artwork, lighting, and so on). Set up the ones that match how your warehouse is actually organized.
Step 2: Add your inventory (inventory plans only)
If your plan includes inventory tracking, go to the Inventory tab in the top navigation.
From here you can:
• Add products one at a time or via bulk import. Each item gets a name, photo, condition level, and category.
• Assign products to a warehouse and section so you always know where that credenza is.
• Attach RFID tags (optional) to individual items for scanning during load-out and return.
You don't need to add your entire catalog before you start staging. Add what you have and build as you go.
Step 3: Add your contacts
Go to Contacts in the top navigation, or hit New Contact from the dashboard sidebar.
A contact is any person connected to your work: a real estate agent, a homeowner, a vendor, or a team member. You can link contacts to projects later, so adding them now saves you time when a job comes in.
If you work with agencies or other businesses, Admins can also create Accounts. An Account is the company-level record that individual contacts attach to (for example, the brokerage that three of your agents belong to).
Step 4: Create your first project
A project in Stageforce is a staging job, from first inquiry to final destage.
Hit New Project from the dashboard sidebar, or go to Projects → Create.
Fill in:
• Project name and type (residential, commercial, vacant, or occupied)
• Status (start at Lead if the job isn't confirmed yet)
• Staging and destaging dates
• Client and contact linked to the job
• Inventory assigned to the project (if on an inventory plan)
Once your project is live, update its status as the job moves forward. Leads become opportunities, opportunities become design appointments, and design appointments become staged properties. Stageforce tracks every step so nothing slips through.
A few things worth knowing
• Start small. You don't need a full inventory catalog or a contact list of 200 people to get value on day one. Create one project, see how it flows, and build from there.
• Want to explore plan options? Visit stageforce.com/plansandpricing to see what's included at each level.
• Questions? Reach out at support@stageforce.com. We're happy to walk through anything with you.