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Creating Your Organization

After creating your account, the next step is to set up your organization in JobRoutr. This is where you'll manage your company information and billing details.

Overview​

The organization setup process includes 5 steps:

  1. Create Organization (Current Step)
  2. Connect QuickBooks
  3. Build Service
  4. Configure Email
  5. Invite Team

Create Organization Form​

Create Organization Form

Steps to Create Your Organization​

1. Organization Name​

Enter your company or organization name in the Organization Name field. This will be displayed throughout the system and visible to your team members.

Best Practices:

  • Use your official business name
  • Avoid abbreviations unless commonly used
  • Example: "Blue Circuit"

2. Billing Address​

Complete all billing address fields to ensure accurate invoicing and service delivery.

Address Line 1​

Enter your primary street address or building number.

  • Example: "123 Main Street" or "Suite 200, 456 Business Blvd"

Address Line 2 (Optional)​

Add additional address details if needed:

  • Suite or apartment numbers
  • Building names
  • Department information

City​

Enter the city where your organization is located.

State​

Select your state from the dropdown menu. This field is required for proper tax and billing purposes.

Zip Code​

Enter your 5-digit or 9-digit ZIP code.

3. Phone Number​

Enter your organization's primary contact phone number.

Features:

  • Country code selector (defaults to US)
  • Formatted input for easy reading
  • Used for important notifications and support contact

Tips:

  • Use your main business line
  • Ensure this number can receive calls during business hours
  • Format example: (555) 123-4567

4. Save Your Organization​

Once all required fields are completed, click the Save button to create your organization and proceed to the next step.

Required vs Optional Fields​

Required Fields ✓​

  • Organization Name
  • Address Line 1
  • City
  • State
  • Zip Code
  • Phone Number

Optional Fields​

  • Address Line 2

What Happens Next?​

After saving your organization details:

  1. Your organization profile is created
  2. You'll be directed to Step 2: Connect QuickBooks
  3. Your billing information will be stored securely
  4. You can update these details anytime from Settings

Common Issues​

Can't Find Your State?​

If you're located outside the US, contact support at support@jobroutr.com for assistance with international setup.

Need to Change Information Later?​

You can update your organization details at any time:

  • Navigate to Settings > Organization
  • Edit the required fields
  • Click Save to update

Tips for Success​

  • Accuracy Matters: Double-check your billing address for accurate invoicing
  • Business Phone: Use a phone number where you can be reached during business hours
  • Legal Name: Use your official business name as registered with your local authorities

Next Steps​

After creating your organization, you'll move on to:

Need Help?​

If you encounter any issues while creating your organization, contact our support team: