3 guides

Setup guides

Step-by-step walkthroughs for getting configured. For behaviour questions — how something works, or whether it exists at all — the help centre is the faster route.

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Getting started

Set up your business profile, add your first customer, and schedule your first job.

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Account & team

Setting up your team and permissions

How roles work, what each one can see, and how to add a custom role.

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Billing & payments

Connecting Stripe and PayPal for payments

How to let customers pay invoices online, and what changes once you do.

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