Get started, one step at a time.

1. 1.Set up your business
2. 2.Add and find a customer
3. 3.Create and send an estimate

Try it: create a fictional contact and a draft estimate for a small job. Check your details and amounts before sending anything.

1. 1.Schedule an appointment
2. 2.Create and send an estimate
3. 3.Schedule and follow a job
4. 4.Invoice and record a payment

Try it: use a demo record to identify the visit, estimate, job and invoice stages. Distinguish invoiced amounts from money actually received.

1. 1.Manage tasks and follow-ups
2. 2.Organize your calendar
3. 3.Record work hours

Try it: prepare a task and appointment for a responsible person. Review the calendar and find where to review completed shifts.