Articles on: Onboarding

Filling Out Profit Genie Wizard

The first time you select Profit Genie from the menu, you’ll be taken to a seven-step set-up wizard. To begin, click Start Your Journey.

Step 1: Company Name

Enter your company name and click Continue.

Figure 1: Profit Genie Wizard Step 1, prompting the user to enter their company name.

Step 2: Full-Time Field Employees

Input the number of full-time field employees, those who work directly in the field or on crews generating income.

Do not include office staff, managers, or salespeople. These roles will be added later under Overhead Employees.

Step 3: Part-Time Field Employees

Enter the number of part-time field employees who generate income in the field.
If none, enter 0.

Step 4: Workdays Per Week

Specify how many days per week your company typically works.
Example: If you work four 10-hour days and a 4-hour Friday, enter 5, not 4.5.

Step 5: Daily Work Hours

Enter your average daily work hours, including overtime.
Example: If your team works 44 hours over 5 days, input 8.8 hours/day.

Step 6: Construction Season Dates

Figure 2: Profit Genie Wizard Step 6, showing the input field for Start and End of the work season.

Set your start and end dates for the active construction season. This helps Profit Genie calculate how much revenue you need to generate during active months to cover off-season expenses.

💡 Tip: If you plan to take any extended vacation time, adjust the end date accordingly to ensure enough funds for that period. For example, if you want to take two weeks at Christmas, subtract two weeks from the end of your calendar. Companies working year-round should also adjust this number for any extended holiday time off. Our Smart Calendar will also account with for all of your customizations.

Step 7: Holidays

Enter the number of single-day holidays your company observes annually.

Include days like Memorial Day, July 4th, etc.

You can increase this number if you offer extended time off around holidays.

Once all steps are complete, you can move on to the next section to setup your equipment.

To watch an informational video about this process, click here!

Updated on: 06/26/2026

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