Help Center
Getting started
Activate your account, set up the basics, find your way around.
- Activate your account (business verification)The one-time verification that turns on online payments and emails to your clients.
- Set up WorkBench in your first weekThe Get started checklist on Home walks you from a new account to your first quote and job.
- Find your way around (and keyboard shortcuts)Where everything lives on desktop and on your phone, plus the shortcuts that save clicks.
- Tasks & remindersPersonal tasks with a due time and a reminder, and (for owners and admins) tasks handed to the team.
- Sticky notesSquare paper notes you can stick on any page: a scribble, a number, a reminder to yourself, or one the whole team sees.
- Roles: who can see and do whatOwner, Admin, Sales + Tech, Sales and Tech, and what each one can open.
Still stuck?
Talk to a person. We answer the phone and reply to every email.