Follow these simple steps to set up your account and start sending professional quotes — or orders — to your clients today.
Sign up for free in seconds. Just enter your email, business name, and a password. You're all set!
Head to Settings in your dashboard. Add your business address, phone, email, and payment options (Stripe, PayPal, or Interac e-Transfer). Then choose your Business Type to customize the entire app for your workflow.
Go to My Services (or My Categories in Product mode) and add what your business offers. Set hourly rates, flat prices, or add-ons-only pricing, and create optional extras.
Click Create Quote (or Create Order in Product mode), fill in client details, select your service, and set pricing. Our AI helps calculate the perfect price.
Generate a professional PDF and send it directly to your client's email — complete with your branding and payment options.
When the job is done, mark quotes as paid right from your dashboard. Track your revenue and keep your records clean.