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Getting started
Getting started
Getting to know the CRM
Find your way around the CRM
Sending feedback and feature requests
How to schedule and manage jobs
Managing jobs: choosing your workflow
Searching for jobs, leads and clients
What's on your Home screen
Account customization
Creating tags for jobs
Your job, estimate and invoice numbers
Choosing your shortcuts and features
How to add team members
Automate your routine tasks with Automations
Payments and finances
Connecting Stripe to take online payments
Document customization and management
Customizing estimate, invoice and receipt templates
How to create a custom document from scratch
Generating and sending custom documents