Hello to Paid Support
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Set up your business in about 20 minutes
Follow these steps in order and you’ll be ready to send your first quote and take a deposit.
- Create your accountSign up in about a minute, start your 14-day free trial with no card, and run the three-step setup.
- Add your business detailsSet your company name, colors, logo, phone and email so your quotes, invoices and website look like you.
- Connect Stripe paymentsConnect your own Stripe account so customers can pay deposits and invoices by card. Money goes straight to your bank.
- Add your first customerAdd a customer with their email, phone and address so you can send them quotes and invoices.
- Send your first quoteBuild a quote with your prices, email it to your customer, and let them sign it online.
- Publish your websiteYour starter website is already built for your trade. Review it, make it yours, and publish it.
- Invite your teamAdd office staff and crew members, give each one a role, and share their sign-in details.
- Get the mobile appThe Hello to Paid app for iPhone and iPad is in early access. Here's how to get an invitation and sign in.
Browse by topic
Getting startedSet up your business, connect payments and send your first quote.8 articlesQuotes & e-signaturesBuild quotes with options, send them, and get them signed.7 articlesJobs, schedule & crewsTurn signed work into jobs, book visits and track time.6 articlesInvoices & getting paidDeposits, invoices, reminders and online payments.5 articlesCustomers & requestsYour customer list, new requests, online booking and the Client Hub.5 articlesYour websiteEdit your site, capture leads and use your own domain.4 articlesTeam & rolesInvite people and decide what each person can see and do.3 articlesMobile appThe iPhone and iPad app for owners and crews.6 articlesPlans, billing & accountYour plan, trial, subscription and account settings.4 articlesTroubleshootingSomething not working? Start here.7 articles