Getting Started: A Complete Guide

Getting started with a new platform can be overwhelming, but we're here to make it easy for you.

Step 1: Set Up Your Account

First things first - make sure your account is properly configured. Navigate to Settings and fill out your company information, including:

• Company name and contact details
• Business address
• Tax information
• Payment preferences

Step 2: Add Your First Customer

Head over to the Customers section and click "Add New Customer". Enter their details including name, contact information, and address. This information will be used for quotes and invoices.

Step 3: Create Your First Quote

Now you're ready to create your first quote! Click on "Start" and choose either:

• Map Quote - for location-based services
• Empty Quote - to start from scratch

Step 4: Customize Your Settings

Take some time to customize your settings:

• Upload your company logo
• Set your default tax rate
• Configure your quote templates
• Set up integrations (Stripe, Google Calendar)

Step 5: Explore Advanced Features

Once you're comfortable with the basics, explore our advanced features:

• Appointment scheduling
• Recurring subscriptions
• Team management
• Reporting and analytics

Need Help?

If you have any questions, don't hesitate to reach out to our support team. We're here to help you succeed!