Getting started
Your first week, honestly described.
Not a migration project. You can have real leads in, a roof drawn and a quotation sent before the week is out — and the one step that genuinely waits on somebody else is named below rather than glossed over.
Six things to do, in this order.
Each one is useful on its own — you are never half-configured with nothing to show for it.
Create the workspace
Sign in with Google, or give an email address and confirm the code we send. There is no password to invent — the address is what proves it is you, and you can add a password afterwards if you want one.
- Name the company and pick the country it operates in
- The country decides which tax fields appear on your documents
- You land in a working workspace, not a sales queue
What you do not have to do.
The steps a rollout usually stalls on, and why this one does not have them.
No implementation project
Nothing is configured for you before you can use it. The stages, document numbering and roles all have working defaults you can change later.
No per-seat surprise
Seat counts and monthly allowances are printed on the pricing page, derived from the same caps the app enforces.
No data lock-in
Your leads, customers, invoices and quotations export as CSV from the lists they live in.
No second tool for design
Roof layout, shading, structure and the quotation are one chain. The design is where the bill of materials comes from.
The questions that come up first.
Put one real enquiry through it this week.
The free plan is a real workspace. Import a few leads, draw one roof, send one quotation — then decide.