Getting Started

Step 1: Set up your workspace

• Print a paper checklist
• Download the mobile app
• Confirm company details
• Add your company branding
• Turn on project start reminders
• Add users

Step 2: Start creating content

• Add a payment policy
• Set payment terms for invoicing
• Create your item library
• Build your customer database
• Enable tipping and online reviews
• Send an email blast

Step 3: Enable payments

• Why add payment processing?
• Is your business ready for payments?
• Tips for the merchant application
• Getting ready for payments
• Is surcharging right for your business?

Step 4: Dive into projects

• Set up a project request page
• Start sending estimates
• Start creating projects

Step 5: More ways to take payments

• Record cash/check/other payments
• Turn on your payment page
• Invoices without projects
• Take payment without invoices

Get Help

• Contact Support
• Meet the Support Team