Fast-Tracking Your Live Contractor Workspace
Setting up your workspace properly ensures every outgoing estimate, invoice, SMS alert, and customer agreement reflects your verified business credentials and brand identity.
Pro Tip: Upload a high-resolution PNG logo with a transparent background (recommended 800x400px). Our PDF proposal generator formats it automatically for 300 DPI print receipts.
The 5-Step Workspace Checklist:
- Company Profile & Trade License: Navigate to Settings > Business profile and enter your legal business name, state contractor license number, and general liability insurance policy details.
- 10DLC SMS Phone Line: Submit your 9-digit IRS EIN in Settings > Communications to provision a dedicated local area code number for two-way client texting.
- Labor Rates & Default Markup: In Settings > Quotes & job defaults, set your labor burden and minimum margin, and build your rates in the Price Book.
- Stripe Connect Banking: Link your business checking account in Settings > Customer payments to enable automated card and bank deposits directly to your bank account.
- Install Mobile PWA: Open
app.letsgetquoted.comon your iPhone (Safari > Share > Add to Home Screen) or Android (Chrome > Install App) for 1-tap truck dispatch.