Help center
How can we help?
Getting started
- Set up your first job
- Import customers from a spreadsheet
- Invite your team
- Connect Stripe for payments
Estimates & approvals
- Build your first estimate
- Use the price book
- Send a customer approval link
- Convert estimate to job
Change orders
- Send a change order
- Track approval status
- Roll change orders into invoices
- Customer approval emails
Invoices & payments
- Create an invoice from a job
- Set up auto-reminders
- Record a manual payment
- Refunds and credits
Labor & materials
- Mobile time tracking
- Vendor receipts
- Markup and pricing
- Ready-to-bill rollup
Team & roles
- Invite teammates
- Owner vs Admin vs Crew
- Disable a user
- SSO setup (Pro)
Billing & plans
- Upgrade or downgrade
- Update payment method
- Cancel your account
- Stripe billing portal
Troubleshooting
- Customer didn't get my email
- Payment didn't sync
- Mobile app sync issue
- Contact support