Getting started

First steps, your plan and finding your way around.

• Set up your business details and brandingYour name, logo, colour, VAT number and banking details appear on every quote and invoice. Set them once, at the start. Allow about 10 minutes.
• How do I start or restart the guided setup?Open Help and use the Guided setup card at the top: Continue where you stopped, or Restart from the beginning. Every step can be skipped, and steps tick off by themselves when you do them.
• How does a new team member choose a password, and what if someone forgets it?When an owner invites someone on the Team page, they get an email with a link to a Choose your password page in the dashboard (at least 12 characters, with a show and hide eye). The link works for one day. After saving, they go…
• How do I change the buttons at the bottom of my phone?Tap More , then Customise menu . Tick up to three shortcuts for your bottom bar (Home is always first) and press Save menu . Everything you do not pin stays under More. Reset to default puts it back. It only changes your own menu.
• Does the dashboard update by itself?Yes. While the tab is open, the dashboard quietly checks for new activity. The notification bell number and the Home cards update on their own, and on lists such as Leads, Quotes and Invoices a small bar appears saying New…
• What is the sidebar for?The sidebar is how you move around. Home shows your day, Tasks is your to-do list and calendar, Leads , Quotes , Invoices and Clients are your sales work, and Projects tracks time. Which items you see depends on your role. Help,…
• What can I change in My account?Your photo, name, phone, email, an email signature, your colour scheme and text size, what you see on sign-in and Home, which notifications you get, your auto-lock time, and where you are signed in. Open My account .
• What should I set up first?Open Settings and fill in your business name, logo, address, VAT number and banking details. These appear on every quote and invoice.
• How do I put my logo and brand colour on documents?In Settings , choose a logo from the Media Library and pick a brand colour. Both appear on the dashboard, the login page, PDFs and the links your clients open.
• Can I rename things like “Tax Invoice”?Yes. Settings has a section for the wording on documents, and you can switch fields on or off, such as the VAT column or the client VAT number.
• What does the red number mean?It counts things that need action today: overdue invoices, invoices due today, lead follow-ups due, and quotes about to expire. Open the bell to act on them without leaving the page. Choose what shows under Settings, Notification centre.
• What is included in each plan?There are three plans. Every plan includes quotes, invoices, credit notes, statements, online card payments, WhatsApp and email sending, deposits and discounts, and expenses and bills.
• What is my free trial?During your free trial you have the whole app, and you are the owner of your own dashboard. You can add your banking details, switch on your payment methods, email your real clients (up to 100 emails a day) and back up your data.