Getting started

Start the trial, set up the company, bring your team and customers in.

• Start your free trialMake an account, set up your company and try everything for 14 days, with no card needed.
• Set up your company's details, logo and time zonePut your name, colour and logo on every screen, bill and email, and set the time zone your reminders use.
• Invite your team and choose their rolesInvite people by email with a role; they sign in with that address and say yes.
• Install the app and sign inGet the phone app, sign in with the email your office invited, and let your jobs arrive.
• Add customers, or import them from a spreadsheetBring your customer list over from a spreadsheet, or add and edit customers and their addresses one at a time.
• Build your price bookFill the price book that estimates and bills are made from, by import or a few items at a time, and change prices as they move.