Help centre
How can we help?
Short, plain-English guides — from your first quote to Friday’s pay run.
Getting started
4 articles
Create your account and set up your business
Sign up, create your workspace, and run the three-step setup wizard so you're ready to quote and invoice.
Read guideChoose a plan and how the free trial works
Three plans, a 14-day free trial with no credit card, and what happens when the trial ends.
Read guideConnect Xero
Link your Xero account so invoices, bills, and payment status sync themselves.
Read guideInvite your team
Add teammates through the organisation menu in the top bar — and keep contractor invites separate.
Read guide
Quotes & recipes
4 articles
Build your first quote
Create a quote inside a job with the recipe-first builder — live totals, live margin and autosave as you type.
Read guideRecipes: your reusable price book
What recipes are, the 25-recipe starter library you get on day one, and how to add a scaled recipe to a quote.
Read guideSend a quote and get it accepted
Generate the PDF, send by email or SMS, and what happens when your client accepts or requests changes.
Read guideQuote versions and variations
Sent quotes lock — create a new version to make changes, and use versions to handle variations on won jobs.
Read guide
Jobs & money
4 articles
The job lifecycle and payment stages
Every status a job moves through, how to change it, and how the staged payment plan works.
Read guideReading your job financials
What Budget, Committed, Actual and Margin mean on a job, and how to set your margin colour targets.
Read guidePurchase orders
Draft POs by hand or generate them from an accepted quote, send them as PDFs, and track committed costs.
Read guideProgress invoices and Xero
Issue stage invoices from the job, push them to Xero automatically, and let payment status sync back.
Read guide
Scheduling, comms & AI
4 articles
The schedule and automated SMS reminders
Day, Week and Job calendar views, plus the day-before trade reminder, morning client notice, and one-tap On my way SMS.
Read guideThe comms hub
Every SMS and email for a job in one log — send messages, use templates, track delivery, and catch replies.
Read guideWhat the AI does (and does not do)
The AI layer is rolling out now — what it will do, the rules it follows, and what you'll see in the app today.
Read guideYour lead capture form
Share your public enquiry form, get notified when a lead lands, and convert it into a customer and job in one step.
Read guide
Contractors & billing
4 articles
Invite contractors to the portal
Send a portal invite from your contractor directory, and what your contractor sees once they're in.
Read guideContractor invoices and the Friday pay run
How contractors invoice against a PO, how you approve or reject, and how the pay run batches approved invoices into Xero bills.
Read guideManage your subscription
Your plan, invoices, payment details, and cancellation — viewed in Settings, changed in the secure Stripe portal.
Read guideFailed payments and read-only mode
The 3-day grace window, what read-only actually blocks, and how access comes back automatically once payment settles.
Read guide