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Help Center/Getting Started

Setting up your account

Add your business details, logo, and booking availability before your first job.

Admin

Finish the setup checklist

New accounts open on a short setup checklist: company details, currency and tax, deposit, warranty, terms, how customers pay you, lead times, installation pricing, and sourcing. Each item ticks off once its required values are saved, and the rest of the app unlocks when all required items are done.

Add your business details

In Settings › Company, fill in your business name, your business or tax number (for example GST, VAT, ABN or EIN), and your trading address. Your country sets your currency, tax and phone formats. These details appear on every quote, invoice, and customer-facing page.

Upload your logo

Your logo appears in the app navbar and on branded quote/invoice PDFs and customer emails. Drag and drop or browse to upload — a preview updates immediately.

Set your booking time slots

Configure which days and times customers can be offered for a site visit. Sales can only book into slots you’ve enabled.

Invite your team

Once your account is set up, invite your Sales and Installer staff — see Team & Billing.

Next: add your products

Quotes are priced from your product catalog, so add your products before your first quote — see Setting up your product catalog.

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