Onboarding
Start here to set up your account, understand the recommended setup order, and choose the onboarding path that fits the way your team uses R2.
Start Here
Choose the onboarding path that matches your organization, then use the quick-start and setup guidance below to begin building clean records.
Get Started Quickly
The fastest way to make R2 feel useful is to create a few connected real records right away.
Confirm Your Account Set-Up
Review basic settings, confirm your primary account, and make sure your profile is complete before building records.
Create Your First Real Record
Add a location or property, then connect the first asset or assembly so the system starts reflecting real activity.
Create or Record Activity
Add a task, testing activity, or related workflow so the platform begins showing connected records and useful visibility.
Core Setup Concepts
These are the main record types and setup concepts most teams need to understand before building out the system.
Recommended Setup Order
Most teams get the cleanest results when they build the platform in a simple connected order.
- Complete account settings and confirm your primary user.
- Add users and define access before assigning work.
- Create locations or properties before adding related assets.
- Link contacts so ownership and communication stay clear.
- Add assets or assemblies so activity has the right record structure.
- Create tasks, notices, testing activity, or workflows after the core records are in place.
Build the Structure First, Then Add the Work
R2 becomes easier to use when your core records are connected first. Once locations, contacts, assets, and users are in place, daily work and reporting start making much more sense.
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