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Getting started
Set up your first job
Import customers from a spreadsheet
Invite your team
Connect Stripe for payments
Estimates & approvals
Build your first estimate
Use the price book
Send a customer approval link
Convert estimate to job
Change orders
Send a change order
Track approval status
Roll change orders into invoices
Customer approval emails
Invoices & payments
Create an invoice from a job
Set up auto-reminders
Record a manual payment
Refunds and credits
Labor & materials
Mobile time tracking
Vendor receipts
Markup and pricing
Ready-to-bill rollup
Team & roles
Invite teammates
Owner vs Admin vs Crew
Disable a user
SSO setup (Pro)
Billing & plans
Upgrade or downgrade
Update payment method
Cancel your account
Stripe billing portal
Troubleshooting
Customer didn't get my email
Payment didn't sync
Mobile app sync issue
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