Getting Started
From your first login to a sent quote and a paid invoice, in order.
- 1
Create your account and wait for approval
On the sign-in page, create your shop's account with your shop name. New accounts are reviewed first; you'll see "Your account is waiting for approval" until then. Once approved, signing in opens your Dashboard.
- 2
Set up your shop details
Open Settings in the sidebar. Fill in Shop identity & address under Company info, then add your logo in Letterhead under Quotes & estimates. These appear on every quote and invoice.
- 3
Check your rates and add a client
Open Rates & Clients. Review the Room rates and Add-ons tabs your quotes are priced from. Then open the Clients tab, click New client and add your first client.
- 4
Start a new estimate
Click New estimate on the Dashboard or in the Pricing Queue. Choose the client, enter the Project name (and Project address if you like), then click Save. The estimate opens in the editor.
- 5
Add rooms and a payment schedule
In the editor, click Add room for each area of the job and fill in its details. Choose the Payment schedule further down the page.
- 6
Preview the quote
Click Preview estimate to see the quote exactly as your client will. Use Save as PDF to download a copy.
- 7
Send it to your client
Open Estimates & Invoices and click Send to client on the estimate, then Queue email + open mail client. The email opens in your own email app, ready to send.
- 8
Mark it approved when the client says yes
On Estimates & Invoices, click Mark approved on the estimate. It moves to Approved — Ready for Invoicing.
- 9
Create the invoice
On the estimate's preview, click Create invoice and pick the payment stage to bill.
- 10
Record the payment
Open the invoice (Preview invoices in the editor), set Status to Paid, and fill in Paid on, Method and Reference. The invoice then shows as PAID.