Help center

Getting started

Create your first customer, build an estimate, and send it for approval.

From estimate to paid invoice

How an approved estimate becomes a job, then an invoice, then a payment.

Getting paid with Stripe

Connect Stripe so customer card payments deposit straight to your bank.

Plans, seats, and billing

How trials, plans, extra seats, and add-ons work.

Exporting and deleting your data

Download a full copy of your data, or request deletion.