> ## Documentation Index
> Fetch the complete documentation index at: https://docs-v2.sortx.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your workspace

> The first things to do in SortX so repairs can flow from report to invoice.

Your workspace lives at `app.sortx.co.uk/<your-agency>`. You join it by invitation; the
owner invites everyone else from **Settings → Team → People**.

<Steps>
  <Step title="Add your properties">
    **Records → Properties**. Each repair, planned visit and certificate belongs to a property
    (or a block, or one asset in it). Add the landlord and the tenants as contacts on it.
  </Step>

  <Step title="Add your contractors">
    **Repairs → Contractors**. Record each contractor's trades, the areas they cover and their
    insurance and registrations (such as Gas Safe). SortX checks these before a job goes to
    them; see [Contractor compliance](/guides/compliance#contractor-compliance).
  </Step>

  <Step title="Set spend limits">
    Agree with each landlord how much you may spend without asking, then record it as their
    repair authority. Group landlords with the same terms in **Settings → Contractors → Owner
    groups**. Anything over the limit waits for approval.
  </Step>

  <Step title="Connect your channels">
    **Settings → Channels**: your phone number and WhatsApp, and the email address repairs
    arrive at. Your public repair form is ready at `<your-agency>.sortx.co.uk/report`.
  </Step>

  <Step title="Set your repair rules">
    **Settings → Repairs**: the repair guide tenants see, response targets per urgency, and
    complaint handling.
  </Step>
</Steps>

Then work through the desk: [Repairs desk](/guides/repairs-desk).

## Where staff work

| Menu | What is there |
| - | - |
| **Today** | What needs a decision now. |
| **Repairs** | Issues, work orders, planned maintenance, inspections, turnover, compliance, contractors, invoices. |
| **Front desk** | Inbox, calls, out of hours, complaints, tasks, calendar. |
| **Records** | Properties, contacts, companies, documents. |
| **Reports** | Repair and contractor reporting. |
| **Settings** | Workspace, team, repairs, channels, notifications, integrations, data. |


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