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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.
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Dashboard & Navigation
Read the owner dashboard, find anything with search, and get around Zentive on desktop and phone.
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Customers & Leads
Add and import customers, share your lead form, and move leads through the pipeline.
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Quotes
Build, send, and follow up on quotes, including multi-option packages, deposits, and e-signatures.
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Jobs & Scheduling
Create jobs, assign crews, work the calendar, and manage employees and crews.
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Routing & Dispatch
Build and optimize daily routes and run the day from the Dispatch Center.
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