01
Complete the foundation first
- Open Settings → Business to confirm your legal company name, public phone, and time zone.
- Connect Stripe in Settings → Payments so payouts land in your checking account.
- Add your first price book item or starter service so you can assemble an estimate in seconds.
02
Run one safe test
- Create a test lead using your own mobile number and email.
- Build and send a sample quote to experience the homeowner view.
- Review the live dashboard cards to verify the test lead and quote appear in your active pipeline.
03
Use the onboarding checklist
The dashboard checklist tracks your progress across business profile setup, website publishing, Stripe connection, and texting activation.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- Business identity, location, and customer-facing contact details are accurate.
- At least one lead, quote, and payment path has been tested safely.
- The people doing office and field work can reach only the areas they need.
Troubleshooting
When the workflow doesn’t look right
Stripe onboarding is stuck or pending.
Open Settings → Payments and check for missing identity or bank verification prompts from Stripe.
Sample SMS does not arrive.
Verify your phone number in Settings and check that carrier registration is active.
Keep going