Your First 5 Minutes: A Quick Start Guide

Here's exactly what to do right after signing up. Follow these 7 steps and you'll have your first invoice ready to send.

Minute 1: Business Profile

1. Go to Settings → Business Info
2. Enter your business name and address
3. Click Save Changes

Minute 2: Add Your Trade & License

1. Still in Settings → Profile, select your Primary Trade
2. Go to License & Insurance tab
3. Enter your license number (if you have one)
4. Click Save Changes

Minute 3: Add Your First Customer

1. Click Customers in the sidebar
2. Click + Add Customer
3. Enter their name, email, and phone
4. Click Save

Minute 4: Create Your First Invoice

1. Click Invoices → New Invoice
2. Select your customer from the dropdown
3. Add line items (description, quantity, rate)
4. Set a Due Date
5. Click Save Draft

Minute 5: Send It!

1. Review your invoice preview
2. Click Send Invoice
3. Choose: Email, WhatsApp, or copy the Payment Link
4. Done! Your customer will receive a professional invoice with a payment link

What's Next?

• Track when they pay — check invoice status on your Dashboard
• Create a quote — for jobs that need approval first
• Log expenses — track materials and costs for tax time

Pro tip: You can also text your job details to our WhatsApp AI and we'll create the invoice FOR you!

Related Articles

• How to Create Your First Invoice
• What Is the WhatsApp AI Feature?
• Understanding Your Dashboard

You did it — you're officially a pro! 🚀