Sign in Register

Help center

Docs

Learn the platform terms, workflows, and rules your team needs to price, send, schedule, and follow up with confidence.

Releases

Release notes

New features and fixes included since the last production deployment.

Strategy

Painting CRM competitive plan

A research-backed plan for beating generic field service CRMs with painter-specific estimating, documentation, job costing, inventory, and customer self-service.

Start here

Getting started

Learn the basic workspace flow from setup to estimate, job, and follow-up.

Releases

Release notes

New features and fixes included since the last production deployment.

Strategy

Painting CRM competitive plan

A research-backed plan for beating generic field service CRMs with painter-specific estimating, documentation, job costing, inventory, and customer self-service.

Start here

Getting started

Learn the basic workspace flow from setup to estimate, job, and follow-up.

Reference

Glossary

Definitions for common platform terms such as assemblies, loaded labor, margin, revisions, and opt-in.

Price book

Price items and assemblies

Understand when to create price items, when to create assemblies, and how they help estimates stay consistent.

Estimates

Create an estimate

Follow the recommended flow for building a cost-backed estimate and preparing it for a customer.

Payment-term guardrails

Use job-site rules to create safer deposits, payment schedules, and customer-facing estimate terms.

Customer proposals and approvals

Let customers select estimate options, see a live total, approve their work, and track the resulting deposit.

Emails

Official estimate delivery

Learn what happens when you deliver a customer estimate and how official revisions work.

Rules

Marketing rules

Understand when a client can receive marketing and how to use segments responsibly.

Rules and permissions

Learn the platform guardrails for roles, customer-visible fields, official versions, and pricing edits.

Plans

Planned Pro roles

Review the proposed role boundaries for a future multi-user Pro account.