Set up Zentive in the order the app asks for it.
When you sign up, Zentive walks you through four essentials and four optional steps. This page follows that same guide, so you can read ahead or finish a step you skipped. You can reopen the guide any time from Settings → Setup Guide.
The four essentials
Your business
Company name, address, logo, and brand colors. This is what customers see on every quote, invoice, and portal page.
Your services
Add the services and products you sell, with prices, so quotes and jobs use consistent line items.
Your first customer
Add one customer by hand or import your whole list from a spreadsheet, QuickBooks, Jobber, or Housecall Pro.
Your first quote
Send a real estimate the customer can approve and sign online. Approval creates the job for you.
Optional steps you can finish later
Tax settings
Add the sales tax rates you charge, or tell Zentive you don't collect tax yet.
Get paid (connect Stripe)
Turn on card, ACH, Apple Pay, and Google Pay on your invoices. Invoices work without it; online payment does not.
Your team
Invite employees, build crews, and choose who can see pricing.
Install Zentive
Put Zentive on your phone and computer so it opens like an app.
What a good first week looks like
- Business details and branding saved; Stripe connected
- Customers imported, employees invited, at least one crew built
- One quote approved, one job completed by a crew, one invoice paid
- Automated messages reviewed in Message Center so customers hear from you the way you want
If something blocks setup
Most useful owner/admin tasks after setup
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.