> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/basics/first-login-navigation-and-support.md). # First login, navigation, and support Use this guide for the first few minutes of Essential training. ## Sign in Bookmark grow\.withessential.com. To set up a password, open the Reset Your Password email from . If the link is part of guided business onboarding, Essential signs you in after you set the password and continues to onboarding. If you forget your password later, use "Reset my password" from the login page. ## Navigation after login After login, use the left navigation menu to move between product areas. Use the top search bar to find records, and use the New shortcut at the top to quickly add customers, properties, contacts, invoices, subscriptions, quotes, and jobs or visits from anywhere. When you open New from a customer, property, contact, or job page, Essential carries that context into the create flow when it applies. For example, a new quote, invoice, subscription, or visit can open with the related customer, property, contact, or job already filled in. Most training sessions start from the Customers page. From there, you can use the left navigation to move to Properties, Contacts, Scheduling, Tasks, Quotes, Invoices, Reports, Settings, and other product areas. The logout control is in the top right. ## Support Use the Messenger icon in the bottom right after login to contact Essential. Support can chat, switch to voice, or screen share when needed. > **Where to find it:** grow\.withessential.com ## Related guides * [See and browse all your customers](/customers-and-work/customers/see-and-browse-all-your-customers.md) * [Create a customer](/customers-and-work/customers/create-a-customer.md) * [Reset or change your password](/administration/settings/reset-or-change-your-password.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/administration/basics/first-login-navigation-and-support.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.