Set up your business in 20 minutes

Start from the Get set up row

Your dashboard opens with a Get set up row. It shows the next few steps, each with a button that takes you straight to the right screen. A step turns done on its own once the work is there, so there is nothing to tick off.

Show all steps lists every step. Finish later folds the row away until you want it back.

Add your contact details and logo

Your business name, email and phone go on every quote and invoice, and they are where customer replies go.

1. Open Settings from the gear in the top bar (Settings and help, then Settings).
2. On the Profile tab, fill in Business name, Business email and Business phone. Each field saves as you leave it.
3. Pick your Customer portal address. It is the short name in your public links, such as your request form.
4. Open the Branding tab, choose Upload logo and pick your brand color.
5. Add your Business address on the same tab.

Make your services your own

Services are the work you sell, such as weekly mowing or a spring cleanup. New businesses start with a few starter services and typical prices.

1. Open Services from the sidebar.
2. Open each service and set your own price on its Pricing tab.
3. To add one, choose New service, then Start blank or From a starter.

Send yourself a test quote

The Send yourself a test quote step builds a sample quote and emails it to you, so you see exactly what customers get: the email, the quote page and the approve button. The test customer it uses never counts toward your numbers.

Then the rest of the steps

The remaining steps cover adding your customers, sending your first real quote, sales tax, getting paid online, inviting your crew and scheduling your first visit. Each has its own guide in this help centre. Steps you don't need, such as inviting a crew when it's just you, can be skipped.