Bring a real job to setup.

The first session is easier when we can work through a job your company actually needs to quote.

1. 1.

   Your customer list

   Prepare a CSV with firstName, lastName, companyName, email, phone, addressLine1, city, state and zip. We’ll help map and preview it before import.

2. 2.

   One job to quote

   Bring the address, scope, measured area or an area to draw, your unit rates and any deposit requirement.

3. 3.

   Your crew day

   Bring crew names, the work dates, prep needs and preferred stop order.

4. 4.

   Your maintenance policy

   Choose a check-in interval suited to your work and customers. Decide whether reminders should be automated.