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Getting Started

Set up Zentive fast and get your first job, quote, invoice, or payment moving.

9 articles7 topicsOwner/Admin

Common tasks in this section

Choose your plan Set up business details Create your first service list Complete your first workflow

Popular in this section

OnboardingOwner/Admin

Starting fresh or migrating

Choose the onboarding path that matches how you are bringing your business into Zentive.

ServicesOwner/Admin

Configure starter services

Load, review, and edit starter services so your first quote or invoice has real line items.

OnboardingOwner/Admin

Load, convert, and remove sample data

Use sample data to explore Zentive without affecting activation metrics, reports, messages, or real customers.

Browse by topic

Business Setup

1 article

Set up business detailsAdd your core business details first so billing, customer records, and outgoing documents start from the right foundation.

Employee Management

1 article

Invite employeesAdd crew members quickly so they can log in, see their work, and stay connected in the field.

Jobs

1 article

Create your first jobCreate a real job from customer work so the schedule, crew, and route all start in the right place.

Onboarding

2 articles

Starting fresh or migratingChoose the onboarding path that matches how you are bringing your business into Zentive.Load, convert, and remove sample dataUse sample data to explore Zentive without affecting activation metrics, reports, messages, or real customers.

Plan Setup

1 article

Choose your Zentive planPick the plan that fits your current crew, office workload, and feature needs without overcomplicating day one.

Services

2 articles

Configure starter servicesLoad, review, and edit starter services so your first quote or invoice has real line items.Create your first service listBuild a clean service list so the office is not typing the same mowing, cleanup, or tree work details over and over.

Workflow Setup

1 article

Complete your first Zentive workflowRun one full quote-to-job-to-invoice cycle so the team learns the real workflow before it gets busy.

Best place to start

Start 1Onboarding

Starting fresh or migrating

Choose the onboarding path that matches how you are bringing your business into Zentive.

Start 2Services

Configure starter services

Load, review, and edit starter services so your first quote or invoice has real line items.

How to use this section well

Start with the business setup path, then test one real quote-to-job-to-invoice workflow.

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.

Still need help?

Contact 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.

Replies by emailLogin, billing, sync, and setup help

Getting Started Help Articles | Zentive Help