Welcome to Hiro — we’re excited to have you onboard!
Once you’ve signed up at ourhiro.io/register and logged in for the first time, Hiro will automatically get everything ready behind the scenes. You’ll see a welcome message when your workspace is ready, along with a Hiro Setup Checklist in the top right corner to guide you through your next steps.
You’ll soon be ready to invite users and create or import projects — but before diving in, it’s worth stepping through the key setup tasks below. This ensures your organisation is configured correctly and your team is set up for success from day one.
✅ 1. Company Information
Add your organisation's name, legal name, ABN, logo and other general details. This information is displayed at the top of documents (like invoices and letters) and summarised on the Company Info page for all staff to reference.
👉 Go to Company Information settings
✅ 2. Branches
Branches are used in financial reporting to track revenue, timesheets and project costs by office location. Your organisation must have at least one branch configured before projects can be lodged or time can be logged.
You can also enter address and contact details for each branch, which appear on the Company Info page for staff to reference, and populate the Emergency Info page with evacuation details relevant to each location.
Example: If you run jobs out of both Sydney and Toowoomba, you can view invoiced revenue, timesheet hours, and project costs for each location in the Financial Reports section.
✅ 3. Departments
Departments let you organise your internal business units — such as “Surveying”, “Ecology”, or “Planning”. You’ll need at least one department to create projects, timesheets, or invoices. Departments are also useful when filtering financial reports.
Example: Invoicing and timesheet entries are tagged to a department, making it easy to run profit reports by business unit in the Financial Reports section.
✅ 4. Project Numbering
By default, Hiro automatically numbers each enquiry and job, starting from 1. You don’t need to manually enter project numbers — they’re generated for you when lodging work.
If you're moving from another system, you can bump up the starting number (e.g. start at 25031) to keep continuity. Alternatively, you can enable custom project numbers to enter your own codes entirely — useful if you use internal job numbers, client references, or other naming schemes.
Example: Let Hiro auto-number new jobs, or switch to custom project numbers like TENDER-0423-NORTH or FR123K if that better suits your workflow.
👉 Go to Project Numbering settings
📘 Learn more about project numbering and labels
✅ 5. Invoice Settings
Customise how Hiro generates invoices — including the default due date, how invoice numbers are sequenced, and what dates are shown. Hiro includes basic settings out of the box, but you can tailor them to match your billing process.
Example: Set invoice numbers to continue from your old system, adjust the default issue date logic, or change payment terms from 14 to 30 days.
✅ 6. Next: Set Up Your Team
Before you can lodge projects or log time, you'll need to invite users to Hiro and configure their roles and positions.
🔜 Coming Up: Add Contacts and Projects
Once your team is set up, you're ready to start lodging jobs and enquiries. This is also when you'll add or import your business contacts — clients, consultants, contractors and more.
📘 See First Steps with Projects for a walkthrough of that process.
💡 Tip
These same tasks appear in the Setup Checklist on your Hiro homepage — you can work through them there or use this guide as a reference any time.