Before you start
- Your business details, services, and at least one customer are already set up.
What you'll do
Test the full workflow once so you can catch setup gaps before the season gets moving.
Do this
- 1
Create and send the quote
Use a real or sample customer and build the quote from the service list you just set up.
- 2
Turn the work into a scheduled job
Once it is approved, schedule the work and make sure the crew can see it.
- 3
Finish the job and send the invoice
Mark it complete, issue the invoice, and confirm payment can be collected.
Why this matters
One full test run usually exposes setup issues faster than clicking around each module separately.
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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.
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