Getting started
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- What to set up first The five things worth doing on your first day, in the order that saves you the most work later.
- Inviting your team Send someone an email invitation, choose what their role lets them see, and cut off their access on the day they leave
- Setting up your services and prices Price the 30 starter services your company arrives with, add your own, and let estimates and invoices fill their prices in
Estimates
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- Creating an estimate Build an estimate from scratch: pick the customer and property, add the work, set your price, and see what the customer will receive. Video
- Applying a discount Take a percentage or a dollar amount off the whole estimate, or off particular lines only.
- Making a line item optional Offer extra work as an add-on the customer can accept or remove themselves, with the total updating as they choose.
- Sending an estimate, and what the statuses mean Email an estimate to a customer, read the status on the list, and send it again without losing a signature
Jobs & scheduling
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- Scheduling a job and assigning a crew Put a job on a date, give it a start time and hand it to a crew, either by dragging it onto the calendar or from the job's own Schedule tab.
- Turning an accepted estimate into a job Where the job comes from when a customer accepts in the portal, how to convert an estimate by hand when they said yes on the phone, and what carries over either way.
Invoices & payments
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- Creating an invoice from a job Turn a finished job into an invoice with Convert To Invoice, and set your payment terms so the invoice is not overdue the day you write it.
- Recording a payment Log a cash, check or bank transfer payment against an invoice, in full or in part, and see what it does to the balance, the status and the linked job.
Customers & portal
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Crew & time tracking
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Settings & account
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Can’t find it?
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