The first time you sign in, a short setup wizard helps you get your company details in place so your estimates and PDFs look professional from day one.
The guided setup
The wizard is a quick, five-step flow that takes about two minutes. It walks you through your company information — the details that appear on your estimates and invoices — so you're ready to create your first estimate as soon as you finish. Click Get started to begin.
Prefer to skip it?
Click Skip for now (top right) to jump straight to your dashboard. You won't lose anything: the same steps reappear as a checklist on your dashboard, so you can finish setup whenever you like — see The onboarding checklist.