Quick start
Owner
Set the company up, keep an eye on the money, and know what every role is doing.
- 1Invite your team and give each person the right roleStart here
- 2Connect Stripe so homeowners can pay onlineGet paid
- 3Add your review linkAfter the job
- 4Check prices and margin on estimatesBuild the estimate
- 5What happens when a contract is signedWhat signing does for you
- 6Follow the money: invoices and paymentsGet paid
- 7Approve and pay commissionsAfter the job
These are the parts of the manual you'll use most. The whole manual follows one job from the first call to the final payment, so you can see where your part fits.