Settings

Company setup, catalog, taxes, team, and shop preferences

Suggestions

Invite Team

Add employees and assign Admin, Sales, Production, or View-only roles.

Open Team →
Set up Product Pricing

Add catalog products so they appear in the quote line Product dropdown.

Open Products →
Pricing Sheet

Bulk-edit wholesale, markup, and retail in a live Matrix / Products spreadsheet.

Open Pricing Sheet →
Create tax rates

Add the rates you charge. New Quote lists only the rates you create.

Open Taxes →
Connect Accounting

Manage QuickBooks Desktop, terms, payment methods, and account mapping.

Open Accounting →
Payment Gateway

Connect a provider for secure credit card, ACH, and terminal payments.

Open Payment Gateway →

Help

Getting started

Set Account, add Products, add Taxes, then invite your Team.

Help Center

Guides for quotes, invoices, and team roles. Coming soon.