Tutorials

Get set up in 10 steps

Work through these in order the first time, or jump to whichever step you need. Each one takes just a few minutes.

1. 1Sign up and start your trialStart your 14-day free trial. At the end of the trial period, your card will be charged unless you cancel.
2. 2Connect your payoutsLink your bank details so customer payments reach you.
3. 3Set up your business profileAdd your business name, logo, and contact details.
4. 4Add your first customerCreate a customer record you can quote and invoice.
5. 5Create a quoteBuild a quote with line items and optional phases.
6. 6Send a quote to your customerEmail the quote and track when it's accepted.
7. 7Turn a quote into an invoiceConvert accepted work into an invoice in a few taps.
8. 8Get paidSend the invoice and let customers pay by card.
9. 9Request a reviewAsk happy customers for a review after payment.
10. 10Read your dashboardUnderstand your jobs, revenue, and what needs action.