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Set up deposits, milestones, and payment schedules
Break larger jobs into deposits, progress invoices, milestones, or final balance payments without losing track of what is due.
Add a new lead
Capture a new lead so the office can follow up, quote it, and move it toward scheduled work.
Add and manage employees
Add office or field employees, update their information, and make sure they have the correct Zentive access.
Assign a crew to a job
Put the right crew on the job so the office, route, and field app all stay lined up before the trucks roll out.
Configure scheduling settings
Set the working hours and scheduling rules the office uses when booking jobs and planning routes.
Connect Stripe
Connect Stripe so you can send invoices, collect payments, and stop billing setup from blocking your first jobs.
Convert a lead to a customer
Move a real prospect into an active customer record once the office is ready to quote or schedule the work.
Convert a quote into an invoice
Turn approved work into an invoice without retyping the same line items all over again.
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".
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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.