Set up your business identity
Add your business name, address, logo, accent color and reply-to email, and set the values new estimates and invoices start from.
Build your catalog: materials, labor, equipment, mileage, fees, allowances
Add the materials, labor, equipment, mileage, fees and allowances you sell to your catalog, so your estimates can draw from them.
Set up sales taxes and discounts in the catalog
Add the sales taxes you charge, and the percent or flat discounts your team can give, to the Taxes and Discounts tabs of your catalog.
Add clients one at a time or from a file
Add your clients to Trades at Work one at a time, or import many at once from a QuickBooks customer export or a spreadsheet saved as CSV.