Blindsmiths

1

Business workspace onboarding

Choose the business path, verify the shared sheet, and create the team workspace before moving into Settings and Jobs.

Create the business workspace from the onboarding hub

Choose Business workspace on the onboarding page. Verify the shared sheet or generate the starter template pack first, then create the workspace so the current signed-in user becomes the first admin. After provisioning, move into Settings to confirm billing and invite the team, then start work from Jobs.

Overview

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Expected result

A business workspace is created with the shared sheet linked and the first admin ready to open Settings and Jobs.

Last verified 2026-04-11

2

Solo workspace onboarding

Choose the solo path, create the solo workspace with the shared sheet, then land in Solo while keeping Jobs as the capture engine.

Open this page/solo/orders

Create the solo workspace from the onboarding hub

Choose Solo workspace on the onboarding page. Verify the shared sheet or generate the starter template pack first, then create the workspace so the current signed-in user becomes the first admin. After provisioning, land in Solo, create the first customer, and use Jobs for measurement capture, quote, and marketplace handoff.

Overview

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Detail views

Expected result

A solo workspace is created with the sheet linked, Solo becomes the home route, and Jobs stays available for capture.

Last verified 2026-04-11

3

Sales workspace onboarding

Join the standalone sales workspace from onboarding without creating a customer tenant or using a production account.

Open this page/sales

Join the sales workspace from the onboarding hub

Choose Join sales workspace on the onboarding page, confirm the display name, and join the standalone sales workspace. Sales members stay tenantless, shape deals in /sales, and use the shared demo workspace for walkthroughs instead of customer production accounts.

Overview

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Detail views

Expected result

The sales member joins the standalone sales workspace and lands in /sales without creating a customer workspace.

Last verified 2026-04-11