The process
From messy workflow to one clean Business Workspace.
Jinova is not a set-and-forget software sale. We work with businesses to discover, recommend, configure, launch and improve — until the system actually fits.
- 01Discover
We understand your business first.
Before recommending anything, we learn how your business operates — your workflow, current tools, pain points, team size and what a good outcome looks like. This is not a sales call.
- Walk through your current workflow
- Identify the biggest operational pain points
- Understand what tools you're already using
- Discuss what a good system looks like
- 02Recommend
We match you with the right setup.
Based on your business type and workflow, we recommend the right workspace, industry preset and path — Field Service or Appointments — and the plan that fits your team.
- Recommended workspace and preset
- Tools relevant to your workflow
- Suggested plan based on team size
- Notes on any custom requirements
- 03Configure
We set up the workspace around your workflow.
We configure your workspace, dashboard, forms, staff roles, permissions and initial workflows. The goal is a system that feels made for your business — not a generic template.
- Workspace and branding setup
- Staff roles and permissions
- Dashboard and forms configuration
- Initial workflow and automation setup
- 04Launch
Your team starts using the system.
We onboard your team with simple, direct guidance. No lengthy training sessions. The system should be intuitive enough that staff pick it up quickly with minimal hand-holding.
- Team onboarding and access setup
- Sample data and first jobs created
- Direct support during first week
- Checklist to confirm everything works
- 05Improve
We refine as your business evolves.
A system that works well at launch will need refinement over time. We keep improving, extending and adapting it as workflows, team size and requirements change.
- Review of what's working and what's not
- Additional tools or features
- Workflow adjustments
- Custom development if needed
Setup checklist
What a typical launch looks like.
Most businesses are up and running within a day or two. The checklist covers the essentials for a standard workspace setup.
Get my recommended setup- 01Add business details and branding
- 02Invite team members and set roles
- 03Choose industry preset
- 04Enable the tools you need
- 05Add services and pricing
- 06Create first customer record
- 07Create first job or booking
- 08Send first quote or invoice
Ready to start?
Book a consultation and we'll recommend the right workspace and configuration in one call.