Follow the first steps on your dashboard
The welcome checklist on a new business's dashboard that takes you from an empty account to your first quote.
While your business has no customers yet, your Dashboard opens with Welcome! Let's get you set up: a short checklist with a progress bar. Each step has a button to the right page, and the next step to do is highlighted.
The Welcome! Let's get you set up checklist on the dashboard
Screenshot coming soon
Add your first customer
Who you make things for, with their address and contact details. Click Add a customer. See Add a customer.
Add your products, decoration and fees
Blanks, decoration methods and setup fees: what you sell, at its price and cost. Click Open the pricebook. For decoration prices by quantity, see Set up decoration pricing; to bring in blanks from your suppliers, see Products & catalog.
Send your first quote
Pick a customer, add lines and send it for approval. Click Create a quote. See Create a quote.
Turn on texting
If you manage messaging, you also see this step. It registers your texting number with US carriers so quote and invoice texts reach customers. Most of it is filled in for you. Click Register for texting. While the registration is in review, the step shows its status. See Messaging & email.
The checklist goes away once you've added your first customer. After that the dashboard shows your numbers: New requests, Quotes awaiting approval, Outstanding invoices, Overdue and what you've Collected.
Switching from another tool?
You can bring in your customers, pricebook, open quotes and history instead of typing them. See Imports.