MarginEdge | Your Onboarding Journey

^{ONBOARDING OVERVIEW}

Stronger margins start here👇

Welcome to MarginEdge! This guide shows you exactly what to set up, what to review and what to unlock to make your operation more predictable and profitable.

Use it throughout your first 90 days, then come back anytime your team grows or needs a refresher. Let's get started!

Journey Overview

Three phases, one solid foundation. We’ve broken onboarding into three simple phases that build on each other, so you can build confidence, clarity and control as you go.

PHASE 1 Get set up

Connect your systems and make sure your data is flowing so your numbers finally talk to each other.

🗓️ Timing

Complete in your first week

💪 The payoff

Sales and expenses are flowing into MarginEdge and powering accurate reporting.

Start phase 1

PHASE 2 Know your numbers

Build a simple weekly routine and focus on the reports that actually impact your food cost.

🗓️ Timing

Complete in your first month

💪 The payoff

Clear reporting to manage costs, spot issues early and make smarter calls week over week.

Start phase 2

PHASE 3 Unlock more value

Put MarginEdge to work and activate the features that will matter most for your operation.

🗓️ Timing

Complete 1 module over your first 90 days

💪 The payoff

Less manual work. More control. Workflows that match how your team actually runs.

Start phase 3

^TIMING

Progress beats perfection.

You don’t need to do everything at once, but finishing each phase in order unlocks the value.

Week 1: Get your systems connected, invite users, upload invoices (Phase 1)
Weeks 2-4: Keep invoices flowin', review our work, set up key reports (Phase 2)
Months 2-3: Go deeper on one of four powerful features (Phase 3)
Beyond: Revisit and expand as your needs (or team) grow

Hit play on the video for the TL;DR of what you’ll unlock your first month when you follow the program.

Stuck? We’ve got you 💙

For your first 90 days, email your Implementation Manager to guide you through setup and answer any questions.

After onboarding, our amazing Support team of restaurant vets is only a ticket away.