How Can We Help You?

Creating a quote is simple:

1. Navigate to Quotes in the sidebar
2. Click + New Quote
3. Select or create a customer
4. Add line items (parts from inventory or custom items)
5. Add labor hours and rates
6. Tax is calculated automatically
7. Preview PDF, then Send or Save as Draft

Tip: Save common jobs as templates to create quotes in under 2 minutes!

To add team members:

1. Go to Settings → Team
2. Click Invite User
3. Enter their email address
4. Select role: Owner, Manager, Worker, or Viewer
5. They'll receive an email invitation

Note: Only Business Owners can invite new team members.

Customize your invoices:

1. Go to Settings → Business Settings
2. Scroll to Invoice Template
3. Upload your logo (recommended: 300x100px PNG)
4. Add custom footer text (payment terms, bank details, etc.)
5. Choose color scheme
6. Preview changes before saving

Perfect for maintenance contracts:

1. Create a job as normal
2. Click Make Recurring
3. Choose frequency: Weekly, Fortnightly, Monthly, Quarterly, Yearly
4. Set start date and optional end date
5. Jobs auto-generate on your calendar

Great for pool servicing, HVAC maintenance, lawn mowing contracts!

Super simple with drag & drop:

1. Open Calendar view
2. Click and drag the job to a new date
3. Job automatically reschedules
4. Customer gets notification (if enabled)

Or click the job → Edit → Change date manually.

Yes! For holidays or personal time:

1. Go to Calendar
2. Click Add Unavailable Date
3. Select date range
4. Add reason (optional)
5. Those dates appear blocked on calendar
6. System won't let you schedule jobs on blocked dates