Getting Started

A quick guide to set up your organization and start sending estimates.

  1. 1) Create your organization

    Go to Register, confirm your email and complete the onboarding wizard.

  2. 2) Basic branding

    Upload your logo, set your public name and choose brand colors used across the app and your Minisite.

  3. 3) Invite teammates

    Add users and assign roles to collaborate on estimates, jobs and invoices.