Initial setup

After registration and the first login, configure the application for your company. This guide walks through the important steps in the recommended order.

Tip: After login, the app guides you through basic orientation. Use this article as a complete checklist you can return to later.

Initial Setup Checklist

The steps below are ordered by priority. The first three are required before normal work, and the others should be configured as soon as possible.

#	Step	Priority	Time
1	Company data	Required	5 min
2	Logo and stamp	Required	2 min
3	Protocol settings	Required	3 min
4	Codebooks	Important	10-30 min
5	Form sections	Recommended	2 min
6	Users and permissions	Important	5-15 min
7	Clients	Important	5-30 min
8	Email notifications	Recommended	2 min
9	Install on a device	Recommended	1 min

1. Company Data

Where: Settings → General

Settings - GeneralDesktop

These details appear in the header of each PDF protocol. Fill in every relevant field:

Company name - business name
Registered address - street, postal code, city
Company ID, tax ID, VAT ID - identification data
Phone, email, website - contact data

Note: Company data is copied into new protocols automatically. If it is empty, the PDF header will be empty.

Details: Settings overview.

2. Logo and Stamp

Where: Settings → General

Upload your company logo and stamp for a professional PDF appearance. Supported formats: PNG, JPG, GIF, WebP. For best results, use a PNG with a transparent background.

Optional: Set the brand color used in the app and PDF protocols.

3. Protocol Settings

Where: Settings → Protocol

Settings - ProtocolDesktop

Configure how protocols look and how they are numbered:

Numbering prefix - for example DDD, producing numbers like DDD-2026-000001
Main PDF heading - text displayed at the top of the protocol
Subtitle, header and footer texts - additional PDF texts
PDF font - font used in PDF documents
Element visibility - logo, company IDs, stamp, dates and other elements

Tip: Choose the prefix carefully before the first protocols are created. The numbering format is automatic: PREFIX-YEAR-SEQUENTIAL NUMBER.

Details: Protocol settings.

4. Codebooks

Where: Codebooks in the main menu

CodebooksDesktop

Codebooks contain items technicians select when creating protocols. Most codebooks include default values. Check them and adapt them to your company.

Add or Adjust First

These codebooks are empty or contain only basic values. Fill them before the first protocol:

Materials and products (priority 1)

Add chemical products and materials used by your company. For each material, fill in the name, unit and optional category.

Tip: Start with the products used most often and add more over time.

Installation types (priority 2)

Add devices you install, such as monitoring stations, UV lamps and trapping devices.

Review and Adjust if Needed

Pests - common pest types are prefilled. Add or adjust them to match your services.
Work types and work subtypes - main categories are prepared. Adjust subtypes to match your processes.
Tags - basic organizational labels are prepared. Adjust colors and names as needed.

Ready by Default

Recommendations - prepared recommendation templates for clients.
Units - common units such as g, kg, ml, l, pcs, pack, m, m², m³ and mm.

5. Form Sections

Where: Settings → Sections and visibility

Settings - Sections and visibilityDesktop

The protocol form has several optional sections. You can:

Enable or disable sections, for example if you do not use installations
Set visibility in the form, PDF, email and portal
Set whether customer and technician signatures are required

Details: Sections and visibility.

6. Users and Permissions

Where: Settings → Users

User managementDesktop

Create accounts for technicians and managers:

Role	Access	Suitable for
Technician	Creating protocols, viewing assigned data	Field workers
Manager	Full access including settings	Supervisors, administrators
Accountant	Read-only, statistics	Accounting team

For each user, set:

Username and password
Email for notifications and password reset
Role

Tip: Permissions can be fine-tuned for each role in Permissions.

Details: User management.

7. Clients

Client databaseDesktop

Before the first protocol, at least one client must exist in the database. You have three options:

Manual Entry

Open Clients, click New client and fill in:

Company name or client name
Company ID and contact data
At least one work address

Import from SuperFaktúra

If you use SuperFaktúra and the connection is already configured, import clients in bulk:

Go to Integrations → SuperFaktúra.
Check the connection status or ask your administrator or Deratix support to configure it.
Start the import.

Details: SuperFaktúra integration.

Directly from a Protocol

When creating a protocol, you can create a new client directly in the form by clicking the + button next to client selection.

Details: Client database.

8. Email Notifications

Where: Settings → Notifications

Settings - NotificationsDesktop

Configure automatic email notifications for new protocols:

Who should receive emails, such as administrator or client
What the email should contain, such as PDF attachment or protocol detail

Details: Notification settings.

9. Install on a Device

Deratix is a progressive web app (PWA). Install it on a phone or computer for faster access and full offline support.

Android and Desktop

When the install banner appears, click Install.

iPhone and iPad

Tap the Share icon in the browser.
Select Add to Home Screen.
Confirm with Add.

Tip: You can set a custom PWA icon and app name in Settings → General.

Ready to Work

After these steps, your company is ready to work with Deratix. Continue with Quick start to create the first protocol.

If you run into questions:

Click ? in the app for contextual help
Open FAQ
Contact support@deratix.com