Run the business, not just the software.
Start with the real business flow: set up billing, bring in customers, send an estimate, turn it into scheduled work, and collect payment.
Recommended starting order
Set up business details
Add the business name, contact details, and basics you want customers and crews to see.
Connect Stripe
Get payment processing live early so invoices can be paid as soon as you send them.
Import customers
Bring in your customer list before you start quoting, scheduling, and invoicing.
Create and send your first quote
Start with a real estimate your customer can review and approve.
Create your first job
Turn the approved work into a scheduled job and keep the team moving.
Set up recurring work
Build repeat services so weekly or seasonal work is not being recreated by hand.
What a good first week looks like
- Business details are set and Stripe is connected
- Customers are imported and crews are invited
- At least one quote, one job, and one invoice are completed
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.