Quick Start Guide

Get from signup to your first sent proposal in under 30 minutes.

The Essential Setup Checklist

Focus on these four things first. Everything else can wait.

1. Company Info - Your name, address, phone appear on proposals
2. Logo - Makes proposals look professional
3. Pricebook - At least 10-20 common items to start
4. First Customer - Enter a real customer to send your first proposal

Step 1: Company Profile (5 minutes)

Go to Settings → Company and fill in:

• Company name
• Business address (appears on proposals)
• Phone number
• Email (customers reply here)
• License number (if required in your state)

Save, then click "Upload Logo" and add your logo image.

Step 2: Pricebook (10-15 minutes)

Your pricebook powers fast estimates. Three options:

Option A: Import existing (fastest if you have one)

1. Go to Pricebook → Import
2. Upload CSV or Excel file
3. Map columns → Import

Option B: Start with template

1. Go to Pricebook → Templates
2. Choose HVAC or Plumbing starter template
3. Edit prices to match your rates

Option C: Add manually

1. Go to Pricebook → Add Item
2. Enter name, price, category
3. Start with your 10 most common items

Tip: You can always add more items later. Start small.

Step 3: Create Your First Estimate (5 minutes)

1. Click "New Estimate" from dashboard
2. Add a customer (or create new)
3. Either describe the job for AI, or add items from pricebook
4. Review totals and add any notes
5. Click "Save"

Step 4: Send Your First Proposal (1 minute)

1. From the estimate, click "Send"
2. Choose email or text
3. Add a personal message (optional)
4. Click "Send Proposal"

Done! You'll be notified when they view and accept.

What to Do Next

Now that you've sent your first proposal, consider:

• Add team members - Settings → Team → Invite
• Set up payment processing - Settings → Payments → Connect Stripe
• Explore AI estimates - Describe a job and see what generates
• Set your defaults - Tax rates, payment terms, proposal validity

Getting Help

• Browse other help articles for specific features
• Click the ? icon in the app for contextual help
• Contact support at hello@heyjack.com