Set up your workspace in an afternoon

A workspace is ready to use when it knows where you are, what you pay for and who should see it. That takes an afternoon with last month's bills in hand, and most of the typing is done by the bill reader.

The order that works

1. Add your locations first: one per street address. Services attach to them, and the home page map fills in as you go.
2. Upload last month's bill from each provider. Relay reads each one, proposes the services on it with account numbers, circuit IDs and monthly charges, and you confirm or correct every line before anything is saved.
3. Open each service and fill in what the bill does not say: the contract end date, the term and whether it renews on its own. The contract reader can pull these from a signed order form.
4. Invite your team. Give the people who handle bills the Bills and savings area, and site contacts just their location.
5. Come back next month, upload the new bills, and let the checks do the rest.

Already have a spreadsheet or an export from another system? Import it in one go instead of uploading bills one by one.