# For owners and managers

The things an owner or operations manager sets up once, and the screens worth checking every week.

## Set up once

- [Company details, hours and branch phone](/start/set-up-your-company/)
- [Your team and their roles](/start/add-your-team/)
- [Priorities and SLA targets](/settings/priorities-and-slas/) that match what you promise customers
- [Quote approval limits](/quotes/approval-limits/), so big or low-margin quotes get a second look
- [Numbering and VAT rates](/settings/numbering-and-vat/)
- [Form templates](/settings/form-templates/): your checklists, and which ones issue certificates
- [Purchase order approval](/stock/approve-a-purchase-order/), if you keep stock

## Check every week

- The [dashboard](/reports/dashboard/): open jobs, SLA risks and money owed on one screen.
- **Jobs → SLA at risk**: anything about to miss its promise.
- The [standard reports](/reports/standard-reports/): SLA performance, first-time fix and revenue.
- **Settings → Audit log**: who changed what, if you ever need to check.