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Feature·v2026.5·
A proper welcome for new accounts
New accounts now walk through a quick 2-step setup — company name (which prints on PDFs) and team invites — before reaching the dashboard.
New accounts now go through a quick 2-step setup before reaching the dashboard:
- Tell us about your business — your company name (which prints on every PDF report) and an optional website.
- Invite your team — drop in teammate emails so they can capture trees from the field. Skippable.
Before this, every new account silently inherited a placeholder name like “Smith's Company.” That string appeared on client-facing PDFs unless you remembered to change it in settings. No more.