How can we help you today?
Find clear, step-by-step answers for running your business, working in the field, or managing your service.
Something's broken? Jump straight to a fix
Common business tasks
Browse all topics
Getting Started
Set up Zentive in the same order as the setup guide, then send your first quote, schedule your first job, and get paid.
Open sectionDashboard & Navigation
Read the owner dashboard, find anything with search, and get around Zentive on desktop and phone.
Open sectionCustomers & Leads
Add and import customers, share your lead form, and move leads through the pipeline.
Open sectionQuotes
Build, send, and follow up on quotes, including multi-option packages, deposits, and e-signatures.
Open sectionJobs & Scheduling
Create jobs, assign crews, work the calendar, and manage employees and crews.
Open sectionRouting & Dispatch
Build and optimize daily routes and run the day from the Dispatch Center.
Open sectionInvoices & Payments
Invoice completed work, collect card, ACH, and cash payments, and handle refunds, credits, and write-offs.
Open sectionService Agreements & Recurring Work
Set up recurring visits, agreement pricing and billing, renewals, and customer signatures.
Open sectionMessaging & Automations
Automated texts and emails, the customer inbox, broadcasts, and the notifications Zentive sends you.
Open sectionCrew App
Fast answers for crew members: today's jobs, the route, photos, notes, time, and working offline.
Open sectionCustomer Portal
Help customers sign in, approve quotes, pay invoices, manage autopay, and request service.
Open sectionReports
Money, sales, jobs and crews, and customer reports, plus exports.
Open sectionSettings & Company Setup
Company profile, branding, services, tax, discounts, team, permissions, training, and notifications.
Open sectionIntegrations
Stripe, QuickBooks, Mailchimp, and the public API and webhooks.
Open sectionYour Zentive Subscription
Free trial, plans, billing, payment method, and cancelling or closing your account.
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.