Getting Started

What you will need:

• • Business name and legal entity information
• • Complete business address
• • Phone number and email address
• • Business website (if you have one)
• • Business logo image file (300x300px minimum)
• • License numbers and insurance information

Instructions:

1. 1
   Navigate to Settings

   Click on Settings in the main navigation menu
2. 2
   Select Business Information

   This is the first tab in the settings page
3. 3
   Enter your business name

   Use your official business name as it appears on legal documents
4. 4
   Add your complete business address

   Include street address, city, state, and ZIP code
5. 5
   Enter contact information

   Add phone number, email address, and website (if applicable)
6. 6
   Upload your business logo

   Click Upload Logo and select a high-quality image file
7. 7
   Add license and insurance information

   Include all required license numbers and insurance details for your area
8. 8
   Save your changes

   Click Save Business Information to store your settings

Instructions:

1. 1
   Go to Settings → Digital Signature

   Navigate to the Digital Signature tab in Settings
2. 2
   Choose your signature method

   Select from: Draw, Type, or Upload
3. 3
   Create your signature

   Draw: Use your mouse or finger to sign. Type: Enter your name in a signature font. Upload: Use a high-quality image of your signature
4. 4
   Preview your signature

   Check how it will appear on documents
5. 5
   Save your signature

   Click Save Signature to store it for use on documents

Step-by-step instructions:

1. 1
   Navigate to the Clients section

   Click "Clients" in the main navigation menu
2. 2
   Click "Add New Client"

   This button is located at the top right of the clients page
3. 3
   Enter client name

   Use the full name (individual) or business name
4. 4
   Add contact information

   Include email address (required) and phone number
5. 5
   Enter property address

   Add the service location (if different from billing address)
6. 6
   Add notes and preferences

   Include gate codes, access instructions, communication preferences
7. 7
   Save the client

   Click "Save Client" to add them to your database

Step-by-step instructions:

1. 1
   Go to the Estimates section

   Click "Estimates" in the main navigation menu
2. 2
   Click "New Estimate"

   This creates a new estimate form
3. 3
   Select the client

   Choose from your existing clients or create a new one
4. 4
   Add a project title

   Describe the project (e.g., "Spring Lawn Care Package")
5. 5
   Add line items

   Click "Add Line Item" and enter description, quantity, and price
6. 6
   Review the total

   Check that all costs are included and the total is correct
7. 7
   Add terms and notes

   Include payment terms, project timeline, and any special conditions
8. 8
   Save or send the estimate

   Save as draft to work on later, or send immediately to the client