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Knowledge Base
Step-by-step guides for getting set up and running day to day.
Getting started
Set up your first service
Define what you sell so you can quote, schedule, and invoice it.
Understand your visit limit and upgrade
How the free-plan visit cap works and how to move to paid.
Quotes
Send a quote
Turn a request into a priced quote and send it for approval.
Invoicing & payments
Take a card payment
Get paid online by sending a Stripe pay link on an invoice.
Get paid faster with reminders
Turn on automatic invoice reminders so you stop chasing payments.
Scheduling & dispatch
Schedule a recurring visit
Set up repeating work once and let it generate automatically.
Team & crew
Invite a technician
Give a crew member their own scoped sign-in.
Plans, data & pricing
Import your customers
Bring your existing customer list in from a spreadsheet.
