Quickstart Overview
Go from a blank account to your first check-in in about 30 minutes. No install. No credit card.
What you’ll set up
By the end you will have:
- An organisation with at least one team member.
- One service with an active engagement.
- Templates that track finance, performance, and capacity.
- One month of actuals entered.
- A Pulse view showing the engagement’s health.
Six steps
| Step | What you do | Page |
|---|---|---|
| 1 | Create your organisation, confirm email, invite users. | Create Your Organisation |
| 2 | Add a service: the thing you deliver. | Services, Engagements & Contracts |
| 3 | Add an engagement under that service for a customer. | Services, Engagements & Contracts |
| 4 | Pick templates for finance, performance, and capacity. | Configure Your Templates |
| 5 | Enter the first month of actuals. | Your First Check-in |
| 6 | Read your Pulse and engagement health. | Reading Your Dashboard |
Optional next steps
- Add a contract with rate cards and SLA terms.
- Group services into portfolios.
- Backfill history with Excel / CSV import.
- Stream live data from QuickBooks or ServiceNow.
- Connect Claude, Cursor, or ChatGPT through the DigitalCore MCP.
- Try scenarios and executive summaries.