Getting Started

Quick Start Guide

Get started in 5 minutes

5 min readUpdated Jan 15, 2025

Welcome to SmartFarmPilot

SmartFarmPilot helps you manage your farm operations efficiently. This guide will walk you through the essential steps to get started.

3 Steps to Get Started

  1. Create Your Farm
    Set up your organization with basic information like farm name and location.
    Learn more about create your farm
  2. Add Your Team
    Invite team members and assign roles to collaborate effectively.
    Learn more about add your team
  3. Start Managing
    Add products, customers, and begin tracking your farm operations.
    Learn more about start managing

What You Can Do

  • Customer Management
    • Track customer contacts and preferences
    • Manage different customer types (restaurants, CSA, markets)
    • Record order history and payment terms
  • Product Catalog
    • Organize products by category
    • Set prices and track inventory
    • Manage units and SKUs
  • Order Processing
    • Create and track orders
    • Manage order status workflow
    • Calculate taxes and totals
  • Task Management
    • Create daily tasks and workflows
    • Use templates for recurring tasks
    • Track progress on calendar

Need Help?

Browse our help center categories on the left sidebar to find detailed guides for each feature. Each article includes live demos and step-by-step instructions.

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