Quick Start — Your First 15 Minutes

This guide walks you through the eight steps to go from a fresh account to a sent estimate. Most owners finish in under 15 minutes.

Step 1: Log In for the First Time

Go to /login. Enter the email and password you used when you signed up. Click Log In.

You land on the admin dashboard at /admin/. This is your home base.

Step 2: Set Up Your Business Profile

Click Settings in the left sidebar. You see a Company Information card at the top of the page.

Fill in:

• Name — Your business name as customers see it.
• Phone — Your main business phone number.
• Email — The email customers reply to.
• Website — Your business website URL.
• Address, City, State, ZIP — Your business address. This prints on estimates and invoices.

Click Save Changes.

Step 3: Configure Default Pricing

Click Pricing in the left sidebar to open the Pricing Manager.

You see accordion sections for each service: House Wash, Windows, Driveway, and more. Expand each section and enter your rates. Every section has a Base Price, Price per unit, and Minimum Price.

Do not worry about getting everything perfect. You can change rates later without affecting estimates you already sent.

Click Save & Activate when you finish.

For a full walkthrough, see Setting Up Your Default Pricing.

Step 4: Set Up Services and Add-Ons

Click Services in the left sidebar. This page lets you define which services appear in your estimator and what add-ons customers can choose.

Toggle services on or off. Add custom add-ons with a name, description, and price.

Step 5: Connect Stripe

You need Stripe to accept online payments and send invoices.

1. Go to Settings in the sidebar.
2. Click the Integrations tab.
3. Find the Stripe card.
4. Click Connect.
5. Follow the Stripe prompts to link your account.

Once connected, the card shows a green "Connected" badge.

Step 6: Connect Twilio

You need Twilio to send SMS estimates and receive customer replies.

1. Go to Settings in the sidebar.
2. Click the Integrations tab.
3. Find the Twilio card.
4. Enter your Account SID, Auth Token, and Phone Number.
5. Click Save.

Step 7: Create and Send Your First Estimate

Click the New Estimate button in the top navigation or sidebar. The residential estimator opens with three steps: Client & Property, Services & Pricing, and Review & Send.

Fill in your customer details, pick services, review the total, and hit Send Estimate.

For the full walkthrough, see Creating Your First Estimate.

Step 8: Invite Your First Team Member

Click Team in the left sidebar. Click the Invite Member button in the top right corner.

A dialog opens. Enter the team member's email address. Select a role from the dropdown: Owner, Manager, Sales Rep, Crew Lead, or Technician.

Click Send Invite. They receive an email with instructions to set their password and log in.

For details on roles and permissions, see Adding Your Team.

What's Next

That's it — you're ready to send estimates. Next: Your First Estimate.