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Articles

• Record NumbersEvery customer gets one evergreen account number, and everything they ever buy nests under it.
• MarketsA market is a place you do business. It scopes customers, jobs, money, the price book, the phone line and the people who see them.
• Settings: seven categoriesSettings is grouped by what you want to do: You, Company, Selling, Getting paid, Team, App and Integrations. Search finds any row.
• Settings: TeamMembers and access, field tools, content catalogs, brands, activity log, shared links and single sign-on.
• Settings: AppAppearance, region, measuring and drawing, reports and watermarks, AI features, storage, early access and help.
• Two-factor sign-in and credentialsAdd a text-message code to sign-in and change your email, password or sign-in phone safely.
• Preferences across devicesColors, label styles, toolbar order, report and watermark settings follow your account to every device.
• Privacy and your accountChoose whether to share usage analytics, read the terms, leave a team or delete your account.
• Settings: CompanyBusiness info, documents, markets, the customer domain and portal, and Job flow.
• Settings: Getting paidInvoice terms, expenses, card payments, QuickBooks, financing and payroll.
• Settings: SellingLead sources, service areas, texting, the price book, pricing rules, proposal content and field verify.
• Settings: YouYour profile, sign-in and security, notifications, My pay, your plan and billing, and privacy.
• Get your business numberAfter you pay, register your business with the carriers, then pick a local number in Settings, Selling, Texting.

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