Find the answer. Keep the job moving.
Plain-language guides for estimates, customer approvals, field records, change orders, pricing, account security, and support.
23 guides
Create your first estimate
Set up the customer, job site, scope, and pricing foundation for a clear first quote.
Send a proposal for customer approval
Create an exact-version proposal and give the customer a private review link.
Document work from the field
Keep photos, voice notes, measurements, and notes attached to the approved job.
Handle extra work without losing revenue
Record what changed, review it, price it, and obtain approval before release.
Understand services, labor, resources, and pricing policies
Know where each pricing input belongs and how the calculation order works.
Publish your business page and service catalog
Choose exactly what the public may see and route quote requests into Leads.
Protect your account with MFA
Set up an authenticator, save recovery codes, and review active sessions.
Choose Contact or Live Chat Tickets
Use the right channel so your request reaches the correct workflow.
Invite your team and choose access
Add coworkers without giving everyone the same authority.
Organize customers, contacts, and job sites
Keep the people, billing details, and work locations connected correctly.
Troubleshoot a customer proposal link
Understand expired, revoked, replaced, or already-decided review links.
Respond when a customer asks for clarification
Keep the question tied to the exact proposal or change-order version.
Complete or reopen a work session
Lock finished evidence periods while preserving a controlled correction path.
Capture safe photos and voice notes
Create useful field proof without exposing private or unrelated information.
How pricing policies are applied
Understand the fixed calculation order before testing a price.
Change a password and revoke sessions
Recover control when a device or password may no longer be safe.
Sign in with an MFA recovery code
Use one saved code when your authenticator is unavailable.
Set up and review your Painting workspace
Start with ready-made Painting tools, review the company details that vary, and create your first estimate.
Review Painting coverage and production standards
Replace starting values with your company-approved information before using measured planning.
Review local Painting requirements and stop-work checks
Record qualified review without letting the system diagnose hazards or invent legal conclusions.
Run Painting from estimate through closeout
Keep surfaces, selections, evidence, changes, punch work, products, and customer acknowledgement connected.
Review Painting samples, mock-ups, and site responsibilities
Keep finish decisions and job-site responsibilities explicit and connected to the exact surfaces.
Update or recover your Trade Setup
Understand how released improvements interact with company customizations and approved customer work.