Client setup guide

Owning software means owning the accounts under it

Your FSM software sits on top of a stack of services. Every one of them gets created in your company's name, with your billing and your admin access — not mine. Clients get the full step-by-step guide with exact screens, DNS records, cost expectations, and gotchas.

What the guide covers

Nineteen chapters, in order

01

Lovable

Where your software is built, previewed, and deployed.

02

GitHub

Your code repository and full change history, in your org.

03

Database, auth & storage

Postgres, user logins, roles, and file storage.

04

Domain & DNS

Your app domain, subdomains, and SSL.

05

Resend

Transactional email with verified SPF, DKIM, and DMARC records.

06

Stripe

Card and ACH payments, deposits, and webhooks.

07

Twilio

Customer texts, dispatch alerts, and voice numbers.

08

Google Maps Platform

Address autocomplete, geocoding, and routing.

09

Google Workspace

Company email, calendars, and shared drives.

10

Google Cloud & OAuth

Sign-in with Google and calendar sync consent.

11

QuickBooks Online / Xero

Accounting sync so invoices land where they belong.

12

Sentry

Error monitoring and alerts when something breaks.

13

Apple Developer & Google Play

Publishing your technician app to both stores.

14

Backups & disaster recovery

Automated backups plus a tested restore procedure.

15

Security & access control

Password manager, 2FA, and who holds which keys.

16

AI features

Optional AI assistance for notes, summaries, and search.

17

Handoff checklist

Ownership transfer verified account by account.

Step detail is client-only

The full guide includes the exact steps, records, and checklists your team works through during month two — with progress tracking so you can see what's done and what's left. Sign in to the client portal to work through it.