Documentation

Set up your account and start building estimates

• Create your account
• Company settings
• Invite your team

Build, send, and track professional estimates

• Creating an estimate
• Line items & bundles
• Sending & tracking

Generate invoices and collect payments

• Creating invoices
• Payment settings
• Invoice statuses

Organize work with projects and tasks

• Project overview
• Task management
• Timeline & Gantt

Manage your contacts and relationships

• Adding contacts
• Customer details

Build your product and service catalog

• Item catalog
• Bundles
• Units & pricing

Track income, expenses, and recurring transactions

• Recording transactions
• Categories
• Recurring transactions

Understand your business with 25+ built-in reports

• Revenue & profitability
• Aging & collections
• Estimates & projects

Plan your work with calendar and timeline views

• Calendar view
• Timeline view

Configure your workspace, team, and permissions

• Team & roles
• Labels
• Billing