⚡ Quick setup

Three connections and you’re done. After that we find your team, suggest what each person should see, and set them up when you say so.
1

Get paid by card …

Connect Stripe so customers can pay by card or bank. It takes about 5 minutes.
2

Bring over QuickBooks …

Sign in to QuickBooks once. We read your customers, invoices, items and team. We never change anything in QuickBooks.
I don’t use QuickBooks
3

Your scheduling or dispatch software …

Pick what you use today. We’ll bring over your jobs and team, or skip this.
👥

Your team …

We look in QuickBooks and your old software for the people who work with you, leave you out, and suggest a role for each. Nobody gets anything until you press Invite.
Team onboarding