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Find clear, step-by-step answers for running your business, working in the field, or managing your service.
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Common business tasks
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Getting Started
Set up Zentive fast and get your first job, quote, invoice, or payment moving.
Open sectionCustomers & Leads
Import customers, manage leads, and keep your pipeline organized.
Open sectionScheduling, Jobs & Routing
Schedule work, assign crews, and keep the route moving.
Open sectionQuotes, Invoices & Payments
Send estimates, invoice customers, and collect payment without confusion.
Open sectionCrew & Field App
Fast answers for crew members working from the truck, phone, or job site.
Open sectionCustomer Portal
Help customers log in, approve quotes, pay invoices, and request service.
Open sectionBilling & Account
Account access, subscription setup, Stripe setup, and billing problems.
Open sectionReports
Track revenue, invoices, jobs completed, and other business numbers.
Open sectionIntegrations
Connect Stripe, QuickBooks, Mailchimp, and other connected tools.
Open sectionTroubleshooting
Quick fixes for the issues that stop work in the field or office.
Open sectionContact Zentive support
Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.