Getting Started

Set up your account and create your first estimate

Adding Your Team

Invite teammates and manage durable member access safely.

beginner

Connecting Your Integrations

Use the current V2 Stripe, SMS, and External API key settings, with clearly versioned V1 integration references.

beginner

Quick Start - Your First 15 Minutes

Set up the current V2 workspace, configure pricing, and send your first estimate.

beginner

Setting Up Your Default Pricing

Configure residential service rates, redline floors, and private margin costs in the current V2 pricing page.

beginner

V1 to V2 Lead Workspace Parity

What the V2 lead workspace preserves now and the exact dependencies for remaining V1 lead-list tools.

intermediate

Clean Estimate V2 Office Navigation

Find daily office workflows in the redesigned Clean Estimate V2 web workspace.

beginner

Creating Your First Estimate

Create, price, and send a customer proposal from the current V2 single-screen estimate builder.

beginner