How-to walkthroughs

Pick the job you are doing.

• Create a job6steps
• Add a customer2steps
• Import a customer list4steps
• Send a proposal4steps
• Track a permit4steps
• Upload a document4steps
• Schedule a crew day4steps
• Raise a pay application2steps
• Invite a team member2steps
• See who is on the clock2steps
• Work the time clock from Payroll2steps
• Set how a teammate is paid3steps
• Create a custom role4steps
• Build a reusable job template4steps
• Set up your company profile3steps
• Add a priced item to the catalog4steps
• Build your first package29steps
• Price a proposal from a package and a measurement5steps
• What Flori can do, and what she cannot5steps
• Add the roof pitch to a takeoff2steps
• Turn on the instant roof estimate5steps
• Email your whole customer list7steps
• Sell a service plan and run the route4steps
• Set your company up7steps

Looking for the Florida deadlines instead? Every guide, including the compliance library.