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.
Common tasks in this section
Popular in this section
Set up Zentive: from signup to your first quote
A start-to-finish walkthrough for new owners: create your free account, confirm your email, work through the setup guide, and save your first quote. No credit card needed.
Export your business data
Download customer, employee, and job CSVs, or ask support for a broader account archive with a contents list.
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.
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Data export
1 articleOnboarding
2 articlesServices
1 articleSettings
1 articleBest place to start
Set up Zentive: from signup to your first quote
A start-to-finish walkthrough for new owners: create your free account, confirm your email, work through the setup guide, and save your first quote. No credit card needed.
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.
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.