Onboarding and contacts

A working workspace needs two things: your business details, so paperwork prints
correctly, and your clients, so a quote has somewhere to go. This walks through both,
in the order that gets you quoting fastest.

1. Create the workspace

Signing up creates an organization — the company every quote, client and rate
belongs to. Your team is that organization: colleagues you invite later share the same
clients, catalog and quotes, and nothing is visible to another company.

Sign-up starts a 7-day free trial. A card is collected
up front with $0.00 charged today; the subscription renews automatically at the end
of the trial unless you cancel first. Cancelling is in Settings → Billing.

Next: settings that make a quote look like your quote, not ours (Settings →
Business profile):

Field	Where it shows up
Logo	Proposal header, PDF, public link
License number	Proposal footer, PDF
Default payment terms	The proposal's payment section
Master contract text	The contract the client accepts

2. Bring your prices (do this before your first big quote)

Your Rate Catalog is what the parser and the quote builder price against. If it is
empty, every parsed line arrives needing a price. Import your supplier order history
first — see Supplier catalogue imports.

3. Bring your past clients

Clients → Import File accepts a .csv or .vcf, and there are three routes in:

• QuickBooks / Excel / spreadsheet exports — export to CSV, then import. The
  importer reads the fields it recognises (name, email, phone, site address) and
  ignores what it does not, so you rarely need to rename columns. There is no template
  to download: the file just needs a header row.
• Your phone's address book — export it as CSV/vCard, or connect Google
  Contacts (Clients → Import Phone Contacts) and pull them across without a file.
• Nothing neatly exported — paste a signature block or a text message into
  Quick parse and the app pulls out a name, phone and email for you.

Where to export from, in each tool:

Tool	Path
QuickBooks Online	Customers → Customer Center → Export to Excel/CSV
Google Contacts	Open Google Contacts → Export → Google CSV
Apple / Outlook	Export as .csv or .vcf, then import the file as it is

Imports are additive: importing the same list twice gives you two of everyone, so
check a list you are unsure about before running it a second time.

4. Add someone who is not a client yet

You do not have to create a client record before quoting. A quote carries its own copy
of the client's name, so "Bob next door" is a perfectly good answer — type it and keep
working. When you want the record, use Add to Client List on the quote: it creates
the client, or links the one you already had with that name, without changing the
paperwork you have already sent.

Field-first is the point of this: the fastest path from a driveway to a quote has no
data-entry step in it.

5. First quote

From the dashboard, start a quote and either:

• Paste a carrier estimate through the Parser, review what it found, and apply the
  lines (Parsing carrier estimates); or
• Add rooms and assemblies and let the parametric calculators fill in materials and
  labour, then adjust.

From there, the Quick Start covers the field-by-field
walkthrough of turning that into a signed proposal.

If something looks wrong

• A client imported with no email, so you cannot email them a proposal — add the email
  on the client record; the quote's copy updates when you re-link it.
• A colleague cannot see a quote — check which organization they belong to
  (Settings → Team Members lists everyone in yours).
• Anything else: Troubleshooting and common issues.