Quick Start Guide

Get Up & Running in Minutes

Follow these simple steps to set up your account and start sending professional quotes to your clients today.

Step 01

Create Your Account

Sign up for free in seconds. Just enter your email, business name, and a password. You're all set!

Use your business email for a professional look
Your business name appears on all quotes
Step 02

Set Up Your Business

Head to Settings in your dashboard. Add your business address, phone, email, and payment options (Stripe, PayPal, or Interac e-Transfer).

Add at least one payment method so clients can pay you
Your business info shows on PDF quotes
Step 03

Add Your Services

Go to My Services and add the services your business offers. Set an hourly rate for each and add optional extras/add-ons.

Add extras like "Rush Fee" or "Travel Charge" for upsells
You can edit or remove services anytime
Step 04

Create Your First Quote

Click Create Quote, fill in client details, select your service, set the hours, and let our AI calculate the perfect price.

AI pricing adjusts based on location, scope, and complexity
Add a project description for more accurate pricing
Step 05

Send It to Your Client

Generate a professional PDF and send it directly to your client's email — complete with your branding and payment options.

Clients get a beautifully branded email with the PDF attached
Track when quotes are sent and viewed
Step 06

Get Paid!

When the job is done, mark quotes as paid right from your dashboard. Track your revenue and keep your records clean.

Use the Quote History tab to manage all your quotes
Filter by status to see pending, sent, or paid quotes

Need More Than 10 Quotes/Month?

Upgrade to Pro for just $19.99 USD/month and get unlimited quotes, priority support, and more.