Getting started
From sign-up to your first paid invoice: branding, payments, quotes, jobs, website, team and the app.
- 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.