Getting Started Guide

1. Getting things set up (Company Settings)

• The Customer Center
• Personalize your email for Estimates and Invoices

3. The mobile app (iOS & Android)

• Getting started with the mobile app

2. How to get the basics done

• Generating an Invoice and Marking it as Paid!
• How to use Services
• Importing Contacts from Gmail
• Creating a contact or customers
• Creating Opportunities & Estimates
• Search

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