Set your company up

7 steps, in the order you do them.

Follow it on screen.

1
Your company, once
Name, phone and address go on every proposal, permit form and invoice from here on, so nobody retypes them on a truck.
2
Where you work and what you sell
Tick your counties and trades and every permit check, new job and form starts from them instead of a blank page.
3
Your license number
Type it and we read the public DBPR record for the company name, the class and the renewal date, then track that date for you.
4
The people who run jobs with you
Each one gets a link, and you decide what they can see before they ever open it.
5
Your logo
Add it once and it prints on your proposals and on the form customers fill in. Skip it and your proposals still go out.
6
One real job
One job on the books and the dashboard, the calendar and the permit clock all have something to show.
7
Where the help lives after this
The interactive guides open from here, the written how-tos are under Guides, and Help & guides opens the help center from any screen: the top bar on a computer, under More on a phone.