Set up your business and first job

Create your workspace

1. Create an account, then enter your business name, trade, contact details, and timezone during setup.
2. Open the setup guide to review what is ready and what still needs attention. The owner manages business settings.
3. Choose the trade that fits your business. It personalizes service examples and estimate drafts; it does not add specialized trade integrations.

Try one complete workflow

1. Add a customer with accurate contact information, then create a job for that customer.
2. Add the scope of work and a scheduled date. Assign a technician when a team member will do the work.
3. Create an estimate, check every price, and send it for review. An accepted estimate can become a draft invoice.
4. Review the invoice and payment setup before sending a real customer a payment request.

Check readiness before taking payments

Creating a workspace does not activate online payments. The owner must complete Stripe onboarding and confirm payment readiness in Settings. Test mode does not collect real money.

Use Billing to check your current plan and trial end date. If a screen is unavailable, ask your owner to check your role and subscription status.