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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 enter an email and tick two boxes — one for the Terms of Service, one for the Privacy Policy. We email a 6-digit verification code; enter it and your workspace is created on the spot. No password at signup, no credit card, no invite code, no phone number — you set a password right afterwards in the post-signup setup wizard (or later under /settings/password). Until then, the 6-digit email code is how you sign back in.

2. Onboarding

The onboarding wizard at /onboarding walks you through five fields: workspace name, UI language, currency, default VAT rate, optional brand color. None of this is final — every choice is editable later under /settings. The wizard’s job is to make your first quote not look generic.

3. 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 IT Assessment finding templates across 8 categories, in your UI language
  • 30 default IT Assessment questions across all 7 categories, in your UI language
  • A handful of agreement templates (NDA, AVV, master service agreement) you can edit

This is enough to generate a real quote without typing anything.

4. 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. If the customer prefers a different language than your operator UI, set their preferredLanguage here — every PDF, share link, email and (later) public-IT Assessment invite to them will use it.

5. Run an IT Assessment

From the customer (or directly from the Guided IT Assessment wizard on the dashboard), start an IT Assessment. The wizard walks you through customer → project → infrastructure counts → category-by-category questions → review. Each “yes / no / unsure” answer that maps to a known risk auto-generates a finding so you don’t have to copy-paste from the library. Add photos, notes, and severity per finding, and link findings to catalog services — that link is what makes the next step one-click.

6. Generate a quote

Two paths from a finished IT Assessment:

  • Catalog path — pick the package you want and we expand it from your project’s workstation/server/user counts.
  • AI-effort path — accept some of the AI-generated tasks on the kanban board, then the AI-effort card multiplies their estimated hours by your hourly rate (set once under /settings/finance, prefilled per quote) into a draft quote.

Tweak quantities and prices, hit Send. Customer gets the quote as a share link they can view in their browser without an MSPercury account, plus a copy in their email. Their reply lands in the in-app message thread on the quote.

7. Brand it

Go to /settings. Upload your logo (PNG / JPEG / WebP / SVG), set your accent color, enter your legal footer, set your default VAT rate and hourly rate. Every PDF from that point on carries your brand.

8. Optional — public IT Assessment lead-gen

If you want prospects to self-qualify before they take up your time, go to /settings/checkups and enable a slug — say, your-shop. Now https://mspercury.com/check/your-shop is a branded landing page where a stranger does a 10-question simplified IT Assessment themselves and lands in your /leads pipeline with a score. Embed the iframe version (/check/your-shop/embed) on your own marketing site. Append ?utm_source=google&utm_medium=cpc&utm_campaign=q3 to the URL and we’ll attribute every resulting lead to that campaign.

That’s it. The rest of the docs go deeper on each step.