Getting started
You can be quoting a customer in under fifteen minutes. Here is the path most people take.
1. Sign up
Go to /signup. You need an email, a password, and two checkboxes — one for the Terms of Service, one for the Privacy Policy. No credit card, no invite code, no phone number. You land straight on your empty dashboard.
2. Load sample data
On the empty dashboard you will see a Load sample data button. Press it once. You get:
- 13 service catalog items (RMM, EDR, backup seats, M365 support, etc.)
- 1 default package template
- 43 CheckUp finding templates across 8 categories, in your UI language
This is enough to generate a real quote without typing anything.
3. Add your first customer
Open /customers → New customer. Fill in company name, billing address, VAT ID if you have it. This record becomes the header of every future quote.
4. Create a project
From the customer detail page, create a project. A project is a site or a scope of work. Enter rough counts: how many workstations, servers, and users are in play. These numbers drive the auto-computed package totals later.
5. Run a CheckUp
On the project, start a CheckUp. This is your structured on-site audit. Pick findings from the library (or write your own), attach photos if useful, and mark severity. Each finding can be linked to a service from your catalog — that link is what makes the next step one-click.
6. Generate a quote
From a package or directly from a CheckUp, hit Generate quote. We compute line items from the project’s workstation/server/user counts, let you tweak quantities and prices, and you accept the quote. Download the PDF — branded, A4, print-ready.
7. Brand it
Go to /settings and upload your logo, set your accent color, and enter your legal footer. Every PDF from that point on carries your brand.
That’s it. The rest of the docs go deeper on each step.