Before you start
- You are signed in as an owner or co-owner.
What you'll do
You will choose an industry, load starter services if they fit, and edit names or prices before sending quotes.
Do this
- 1
Open the setup guide
Go to Settings, then Setup Guide, and choose your business type.
- 2
Load starter services
Use starter services when Zentive has a set that matches your trade. If your trade is not listed, choose Other and create your own.
- 3
Review prices
Open Products & Services and adjust pricing, descriptions, and availability before sending a customer-facing quote.
- 4
Add anything missing
Add your most common service first. You can refine the full catalog after the first quote or invoice is sent.
Starter prices are placeholders
Always review starter prices. They are meant to reduce blank-page setup time, not replace your pricing judgement.
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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.