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.

!Login page showing email and password fields with the Sign In button

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

!Admin dashboard after first login

The Create New menu in the Quick Start section of the sidebar gives you direct entry points for the five most common records: Lead, Client, Estimate, Job, and Invoice.

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.

!Company Information card on the Settings page

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.

The save flow now validates the pricing version before it goes live, so malformed percentages, negative pricing values, or invalid maintenance-plan visit counts are rejected instead of creating a broken active pricing version.

!Pricing Manager page with service accordion sections

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, what add-on structures are available, and which custom item templates your office can reuse.

Add or edit services with a clean internal slug, category, optional crew-hours default, and the correct quantity requirements. Add-on structures and custom item templates also validate their names, prices, sort order, and units before they save.

If a save fails, the page now keeps the dialog open and shows the validation or setup error instead of closing and pretending the change worked.

!Services page with service toggles and add-on section

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.

!Integrations tab with Stripe Connect button

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

Step 6: Configure Phone / Voice

You need a telecom provider to send SMS estimates, receive customer replies, and route customer calls. Most new workspaces use Esendex; legacy workspaces may still use Twilio.

1. Go to Settings in the sidebar.
2. Open the Phone / Voice card.
3. Choose Esendex or Twilio in the Telecom Provider selector.
4. Save the workspace phone number in E.164 format, for example +17177440798.
5. Add the required provider credentials.
6. Click the matching provider save button.

See Connecting Esendex or Connecting Twilio for provider-specific setup.

Step 7: Create and Send Your First Estimate

Click the New Estimate button in the top navigation or sidebar. The Residential Estimate Wizard 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.

!New Estimate button in the admin navigation

Step 8: Invite Your First Team Member

Open the Settings section in the left sidebar and click Team. Then 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.

!Invite Member dialog with email field and role dropdown

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.