Hello to Paid Support
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Set up your business in about 20 minutes
Follow these steps in order and you’ll be ready to send your first quote and take a deposit.
- Create your accountSign up in about a minute, start your 14-day free trial with no card, and run the three-step setup.
- Add your business detailsSet your company name, colors, logo, phone, email, address and time zone so your quotes, invoices and website look like you.
- Connect Stripe paymentsConnect your own Stripe account so customers can pay deposits and invoices by card. Money goes straight to your bank.
- Add your first customerAdd a customer with their email, phone and address so you can send them quotes and invoices.
- Send your first quoteBuild a quote with your prices, email it to your customer, and let them sign it online.
- Schedule your first jobWhen your customer signs, turn the quote into a job, book the visit on your schedule and assign who's going.
- Send your first invoiceBill the finished job in a few clicks. Any deposit is already taken off, and your customer pays online from the email.
- Publish your websiteYour starter website is already built for your trade. Review it, make it yours, and publish it.
- Invite your teamAdd office staff and crew members, give each one a role, and we'll email them an invitation to sign in.
- Get the mobile appThe Hello to Paid app for iPhone and iPad is in early access. Here's how to get an invitation and sign in.
Browse by topic
Getting startedFrom sign-up to your first paid invoice: branding, payments, quotes, jobs, website, team and the app.10 articlesCustomers & requestsYour customer list, new requests, online booking, the Client Hub and automatic follow-ups.5 articlesQuotes & e-signaturesBuild quotes with options, send them, get them signed and track your pipeline.10 articlesJobs, schedule & timeTurn signed work into jobs, book visits, plan routes, track time and costs.11 articlesInvoices & getting paidInvoices, deposits, reminders, recurring billing, card, Zelle, Venmo and PayPal payments.12 articlesDashboard & reportsYour dashboard, revenue, win rate, goals and team performance.4 articlesYour websiteEdit your site, capture leads and use your own domain.4 articlesTeam & rolesInvite people and decide what each person can see and do.3 articlesSettings & add-onsCustom fields, the activity log, importing from Jobber and texting.4 articlesMobile appThe iPhone and iPad app for owners and crews.22 articlesPlans, billing & accountYour plan, trial, subscription and account settings.4 articlesTroubleshootingSomething not working? Start here.7 articles