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.

5 articles4 topicsOwner/Admin

Common tasks in this section

Set up business details Add your services Create your first customer Send your first quote Create your first job Set up Zentive: signup to first quote Starting fresh or migrating

Popular in this section

OnboardingOwner/Admin

Set up Zentive and save your first quote

For new trial and paid accounts: save your business details, services, one customer, and a draft quote. Already signed up? Start with the four essentials.

Data exportOwner/Admin

Export your business data

Download customer, employee, and job CSVs, or ask support for a broader account archive with a contents list.

SettingsOwner/Admin

Set up your business details and branding

Enter your company address in Company Profile, then set the name, logo, colors, and public contact details customers see in Documents & Branding.

Browse by topic

Data export

1 article

Export your business dataDownload customer, employee, and job CSVs, or ask support for a broader account archive with a contents list.

Onboarding

2 articles

Set up Zentive and save your first quoteFor new trial and paid accounts: save your business details, services, one customer, and a draft quote. Already signed up? Start with the four essentials.Starting fresh or migrating from another systemWhat to bring from Jobber, Housecall Pro, ServiceTitan, or QuickBooks, in what order, and what to leave behind.

Services

1 article

Add your services and productsBuild the price book that quotes, jobs, and invoices pull from: names, default prices, internal cost, tax exemption, equipment, field instructions, and checklists.

Settings

1 article

Set up your business details and brandingEnter your company address in Company Profile, then set the name, logo, colors, and public contact details customers see in Documents & Branding.

Best place to start

Start 1Onboarding

Set up Zentive and save your first quote

For new trial and paid accounts: save your business details, services, one customer, and a draft quote. Already signed up? Start with the four essentials.

Start 2Data export

Export your business data

Download customer, employee, and job CSVs, or ask support for a broader account archive with a contents list.

How to use this section well

Follow the same order as the in-app setup guide. You can leave any optional step for later from Settings → Setup Guide.

Use task-based articles first, then reference articles after the workflow is moving.
Share specific article links with crews or customers instead of sending them to the homepage.
Contact support if the live UI does not match the documented path.

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Contact Zentive support

Tell us what happened and what you have already tried. We will include this article so you do not have to start over.

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