In order to get started after installation and create quotes, jobs and invoices, you need to at least:

  1. Have added one company
  2. Have added one customer

There is no need to allocate services to translators. However, if you do not allocate a service to someone who performs it, the revenue you get from that service will be entirely allocated to your profits because there are not costs to be deducted. If you wish to allocate a job to a service provider (e.g. an external translator you are giving translation jobs), you need to add a translator first, including language pairs and rates.