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Getting Started
Set up your company, invite your team, and dispatch your first job.
Invoicing & Approvals
Build invoices, collect signatures, and capture final approval.
Payments
Track paid, partial, overdue, and finance status across every customer.
Team & Roles
Manage admins, dispatchers, and technicians across one or many companies.
Security
Authentication, roles, audit log, and security best practices.
Settings & Customization
Branding, document studio, schedule, and numbering.
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Walkthroughs
Setting up your first company
3–5 min walkthrough
Sending your first invoice
3–5 min walkthrough
Creating an Evidence Packet
3–5 min walkthrough
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