Diamond Operations Pro
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Getting Started

Your First Steps in DOP

onboarding setup first steps

Your First Steps in DOP

Once your subscription is activated and you access your Owner Panel, the next step is to create your company and complete the initial onboarding.

This guide shows the first actions recommended for every new business using Diamond Operations Pro.

Step 1 — Create or Open Your Company

Inside the Owner Panel:

  1. Click Manage Company
  2. The onboarding wizard will guide you through:
    • Basic company information
    • Business hours
    • Address
    • Contact info
    • Taxes & fees setup
    • Branding preferences

You may return to this setup at any time.

Step 2 — Configure Your Payment Settings

DOP uses Stripe Connect so your clients pay directly into your Stripe account.

You must:

  • Connect your Stripe account
  • Enable card and bank transfer payments
  • Set your custom payment fees (optional)
    • Example: charge the customer 3.5% for card
    • Or 1% for bank transfers

These fees are automatically added to invoices if enabled.

Administrators can also record:

  • Cash payments
  • Bank transfer payments received outside DOP
  • Zelle and other manual payments

Step 3 — Add Your Team

Go to Team / Employees and:

  • Create your employees
  • Assign office or field roles
  • Add phone numbers and emails
  • Enable “Uses own car” if applicable
  • Send their usernames with 1 click (“Send Login Info”)

Your employees log in with:

  • Their username
  • Email verification code

Step 4 — Add Your Customers and Properties

Inside Customers:

  • Create customers
  • Add all phone numbers and emails
  • Add their properties and service addresses
  • Include notes, preferences, access codes, gate instructions, pets, etc
  • Add service pricing if needed

Customers receive login info for the Client Portal automatically.

Step 5 — Create Your First Job

Go to Jobs → New Job

A job can include:

  • Customer
  • Property
  • Service type
  • Activities
  • Checklist
  • Notes
  • Team assignment
  • Date & time
  • Priority level
  • Photos & files

Jobs appear instantly on the Schedule.

Step 6 — Start Using Daily Operations

Once everything is set up, your business can:

  • Dispatch jobs by distance or availability
  • Track job progress (On the way, Started, Finished)
  • Generate invoices
  • Collect payments
  • Run payroll with:
    • Tips
    • Gas compensation
    • Drive time
    • Overtime
    • Custom adjustments

You're Ready to Run Your Entire Operation

With these initial steps completed, your company is fully ready to operate using DOP.
Continue exploring modules, how-to articles, and advanced setup to maximize your productivity.

If you need help at any moment, contact support from your Owner Panel.