Getting started

Welcome

Here is the quickest path from sign-up to your first approved estimate.

1. Add a customer from the Customers page (name + a phone or email is enough).
2. Create an estimate — pick the customer, add line items from your service catalog, and save.
3. Send it — email or text the customer a link they can approve online.
4. When they accept, a job is created automatically so you can schedule it.

That is the core loop: estimate → approved → job → invoice → paid.