Search Zentive help
Your free trial, plans, and billing
How the 14-day trial works, what the Starter, Standard, and Growth Pro plans include, how to pick or change a plan, and where your Zentive bill and card live.
Control what employees see about money
Settings → Financial Permissions decides, per employee, whether prices, totals, and billing show in the crew app. New employees start with pricing hidden.
Set up Zentive: from signup to your first quote
A start-to-finish walkthrough for new owners: create your free account, confirm your email, work through the setup guide, and save your first quote. No credit card needed.
Change your plan or billing cycle
Settings → My Subscription → Change plan moves between Starter, Standard, and Growth Pro, switches monthly and annual billing, or cancels a scheduled downgrade.
Add your services and products
Build the price book that quotes, jobs, and invoices pull from: names, default prices, internal cost, tax exemption, equipment, field instructions, and checklists.
Offer Good / Better / Best options on a quote
Turn a quote into up to three packages the customer chooses between when they approve, each with its own services, price, and deposit.
Create and send a quote
Build a quote in the seven-section builder, pass the readiness checks, and send it by email, text, or print so the customer can approve and sign online.
Create and send an invoice
Build an invoice from scratch, a completed job, a quote, or a template; set terms, billing structure, delivery, tips, and autopay; pass the readiness checks; send it.
Need a different way to search?
- Try plain language instead of product terms.
- Search by the problem, not just the feature name.
- Use short phrases like "invoice unpaid" or "crew route missing".
Popular topic areas
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.