Help & support

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Frequently asked

Common questions, quick answers.

How do I sign up?
Click Start free on any page, enter your company name, primary trade, and email. You can sign up with Google in two clicks or with email + password. We'll set up your account, seed a starter pricebook, and drop you straight into the app. Learn more.
What's included in the free trial?
14 days of full access — every feature, no limits. We don't charge during the trial. If you cancel before day 14, you pay nothing. After the trial, your card is charged at the start of the first paid billing period. See refund policy.
Can I cancel anytime?
Yes. Cancel from Settings → Billing in one click. You keep access until the end of the period you've already paid for. After that, your account moves to read-only for 90 days so you can export everything. Learn more.
How do I add my team members?
Settings → Team → Invite member. Pick a role (Admin, Member, or Sales Rep) and enter their email — they get an invite link to sign in. Sales Reps see only their own customers and estimates. Learn more.
What's Smart Estimator?
Type a property address; our AI satellite measurement tool measures the roof and generates a line-item estimate in seconds. It's like having a measuring crew on call 24/7. Works for shingle, TPO, modified bitumen, metal, and tile. Learn more.
How do I customize my pricebook?
Items tab → click any line to edit name, description, unit, default price, cost price, or category. Bulk-import from CSV in one click. New accounts start with a 4,700+ item starter library — change costs to match your local rates. Learn more.
Do you support QuickBooks integration?
QuickBooks Online sync is on the roadmap. Today, you can export estimates and invoices as CSV from the Reports tab and import to QuickBooks manually. Stripe handles all payment reconciliation natively. Learn more.
What payment methods can my customers use?
Through Stripe (rolling out soon): credit cards, debit cards, ACH bank transfer, and Apple/Google Pay. Customers click a Pay link in their invoice and pay 24/7 from any device. ACH fees are lower for large invoices. Learn more.

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