Onboarding Wizard

Set up your business in three quick steps after signing up.

The onboarding wizard walks you through the essential setup so you can start invoicing right away. A progress bar at the top shows which step you’re on.

Step 1: Business Info

Enter your business name and select your industry type.

Business Name (required) — this appears on your invoices and in your account. For example, “Joe’s Landscaping.”
What type of business? (optional) — choose from: Landscaping & Lawn Care, HVAC, Plumbing, Electrical, Pest Control, Cleaning Services, General Contractor, or Other.

Click Continue to move to the next step.

Step 2: Logo Upload

Upload your business logo. This is optional — you can always add or change it later in Settings > Branding.

Accepted formats: PNG, JPG (up to 2MB)
Your logo appears on invoices and PDF downloads

Click Continue to upload and move on, or click Skip to continue without a logo.

Step 3: First Customer

Optionally add your first customer. You can always add more customers later.

Customer Name — for example, “John Smith”
Email (optional) — needed if you want to email invoices to this customer
Phone (optional)

Click Finish Setup to complete the wizard, or click Skip to finish without adding a customer.

After the Wizard

Once you finish the wizard, you’re taken to your dashboard. From there you can:

Create your first invoice
Customize your branding with colors and fonts
Set up invoice defaults like tax rate and payment terms

Tips

You can change your business name and type later in Settings > Business Info.
The logo and business info you set up here appear on all invoices you create.
If you chose Pro during signup, a green confirmation banner appears at the top of Step 1.

Your First Invoice — create and send your first invoice
Settings — customize everything you set up in the wizard