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Workspace setup

Getting started with ScapeOne

Use this practical sequence to establish the core records that support day-to-day work.

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Last updated 29 Sep 2026

ScapeOne connects customer records, quotes, bookings, employees, invoices and workspace settings. Start with the records your team needs before opening new work.

Before you begin

  • Use an account with access to the areas you need to configure.
  • Have your business details and the contact details for your first customer ready.
  1. Open Settings and review your company and document settings.
  2. Add your first customer and, where relevant, their property and contact details.
  3. Create a quote for work that needs approval.
  4. Create and schedule a booking once the work is ready to be planned.
  5. Create an invoice when the work or agreed billing stage is ready to be billed.

What happens next

These records remain connected in the workspace, so staff can work from the same customer, quote, booking and invoice context.

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Set up your workspace

Review the company, branding, regional and document settings that shape your workspace.