The exact order to onboard so nothing's missed. Three phases, eight steps, one signed estimate at the end.
Download the app. Tap Sign Up. Enter your name, email, and a password. Skip social sign-in if you want the fastest path.
Company name, address, phone, license number. This info populates every estimate and invoice you send. Fill it in once, use it forever.
Check your inbox. Tap the link. Comes back to the app. Verification unlocks sending estimates and invoices to customers.
Tap Customers, then plus. Name, phone, email, address. If you have their info in your phone contacts, one tap imports it.
Tap Jobs, then plus. Pick the customer. Give the job a name and address. Start date. Job status defaults to Lead.
Settings, then Company, then Logo. PNG or JPG. Shows up at the top of every estimate, invoice, and customer portal link.
Team, then Invite. Send by text or email. Pick a role: Sales, PM, Field, Sub. Role sets what they can see. Subs get a free seat.
Open the job. Tap Estimate. Add line items from your library or type new ones. Set tax and deposit percentage. Totals auto-calc.
Customer reviews on your screen. Types name, draws signature, taps Accept. Deposit invoice sends automatically. Job status flips to Active.
Free forever plan, no credit card. Pro trial is 14 days. Cancel any time.