Pro Solo Quick Start Checklist

Pro Solo Quick Start Checklist

Use this checklist to make sure you're set up properly:

Business Settings:

• [ ] Configure travel rate (or keep $1.00/km default)
• [ ] Set weeks per year (52 default, or 48 after holidays)
• [ ] Configure EHR value thresholds (Settings > Profitability Ranges)
• [ ] Save changes

Overheads:

• [ ] Add your superannuation (12% of target income)
• [ ] Add workers compensation insurance
• [ ] Add vehicle costs (registration, insurance)
• [ ] Add insurance (public liability, etc.)
• [ ] Add software/subscriptions
• [ ] Add phone/internet
• [ ] Add accounting fees
• [ ] Add any other regular expenses

First Job:

• [ ] Create your first job
• [ ] Include realistic hours per visit
• [ ] Add travel time and distance if applicable
• [ ] Set correct frequency
• [ ] Review profitability preview
• [ ] Check Effective Hourly Rate
• [ ] Save job

Review Dashboard:

• [ ] Check all 8 metric cards
• [ ] Review value bucket chart
• [ ] Identify high-value vs low-value jobs
• [ ] Note any loss-making work

Run Report:

• [ ] Open Job Summary Report
• [ ] Sort by Effective Hourly Rate
• [ ] Identify top performers
• [ ] Identify jobs needing attention
• [ ] Export CSV for records

Set Goals:

• [ ] Target annual revenue: $__
• [ ] Target net profit %: __%
• [ ] Target Effective Hourly Rate: $__/hr
• [ ] Review frequency: Weekly/Monthly

Updated on: 18/11/2025