Getting Started

Sidecar works best when it becomes the place your team checks before rebuilding the day from email, spreadsheets, shared folders, and customer portals.

You do not need to configure every feature before using it. A useful first setup can be simple: add a few customers, record what each one has asked for, connect the documents you already have, and identify the work that is missing or waiting on someone else.

This guide walks through that first setup and the normal daily workflow that follows.

1. 1 Plan your setupGather the information you already have and understand the records Sidecar uses to describe the work.
2. 2 Choose a starting pointDecide whether to import a spreadsheet, start manually, or combine both approaches.
3. 3 Set up customers and contactsAdd the customer relationships, contacts, platforms, and document ownership context your team needs.
4. 4 Build a customer packageRecord requested items, connect documents, and establish the current package state for one customer.
5. 5 Use Today and Customer DetailLearn how Sidecar surfaces priority and connects it to the underlying customer story.
6. 6 Manage requests and repliesSend reviewed requests, track who has the ball, and process inbound replies without skipping human review.
7. 7 Keep work currentUpdate source records as work changes, review the full backlog, and keep internal tasks properly owned.
8. 8 Review and maintain the workspaceRun operational reviews, export data, establish a practical routine, and avoid common setup mistakes.