Help Center›Restoration & Vendors
How do I finish Restoration setup?
For admins · Updated September 21, 2026
Use this when the Setup tab shows a Needs setup badge or you are building the restoration pipeline for the first time.
Guided setup
- Open Warehouse from the sidebar to reach Restoration, then select the Setup tab.
- A brand-new setup follows a short beginner path: Start, Services, Your plan, Review. If you are continuing an existing setup you get the longer path instead: Starting point, Departments, Processes, Team, Reason codes, Alerts.
- On Starting point, apply a starter preset or continue from your existing setup.
- Review departments; they are the top-level queues technicians work from, and stations are sub-departments inside them.
- Finish the path to unlock the full setup overview.
Clearing blockers
The Setup tab shows a Needs setup badge until at least one department is active. The blocker list in Setup links each gap to the area that fixes it.
Setup areas
After the guided path, Setup covers Departments and Team access, plus the receiving defaults: Reason codes, Handling categories, Item types, Room & lot labels, Intake grouping, and Alerts.
Best practice
Start from a preset and adjust only what your operation actually needs. Keep departments few and top-level, and use stations for the benches inside a department.