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Pro account setup

Create and configure a Pro workspace

Set up the business identity, services, territory and operating preferences used across the Pro dashboard.

Pros5 min read

Create the workspace

Choose the contractor or service provider role during onboarding. Use the legal or customer-facing business name your team recognizes.

  1. Create or sign in to your Dream Landscaper account.
  2. Choose the Pro account type.
  3. Enter the business name and primary contact.
  4. Open Business Settings to finish configuration.

Define services and territory

Choose the services you actively offer, your service radius or ZIP coverage, minimum project preferences and whether new marketplace leads are accepted.

Review the workspace

The Pro workspace includes Today, Leads, Estimates, Calendar, Jobs, Customers, Money, Growth, Team and Settings. Start with the profile and billing alerts before inviting the full team.

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