How can we help?
16 step-by-step guides, from your first import to your first payout.
Try
- Getting startedSet up your account, import jobs, and invite your crew.2 guides→
- CRM & pipelineManage leads, stages, and follow-ups that close.2 guides→
- Estimates & proposalsBuild the estimator and send tiered quotes.2 guides→
- Scheduling & jobsDispatch crews, GPS clock-in, and job updates.2 guides→
- Invoicing & paymentsBill from the field and get paid fast.2 guides→
- IntegrationsConnect QuickBooks, Zapier, calendars, and more.2 guides→
- Account & billingPlans, seats, invoices, and team permissions.2 guides→
- Mobile appRun the whole job from your phone in the field.2 guides→
Start here
Guides on importing your data, building estimates, getting paid, and bringing your crew in.
- How to import customers and jobs from your old toolGetting started
- Building estimates with trade templates and local pricingEstimates & proposals
- Building Good / Better / Best proposal templatesEstimates & proposals
- Connecting QuickBooks OnlineIntegrations
- How payouts work with Revcore PaymentsInvoicing & payments
- Automating payment reminders for late invoicesInvoicing & payments
- Inviting your crew and setting permissionsAccount & billing
- Creating photo job reports from the fieldMobile app
Every guide, by topic
Getting started
Set up your account, import jobs, and invite your crew.
CRM & pipeline
Manage leads, stages, and follow-ups that close.
Estimates & proposals
Build the estimator and send tiered quotes.
Scheduling & jobs
Dispatch crews, GPS clock-in, and job updates.
Invoicing & payments
Bill from the field and get paid fast.
Integrations
Connect QuickBooks, Zapier, calendars, and more.
Account & billing
Plans, seats, invoices, and team permissions.
Mobile app
Run the whole job from your phone in the field.
Still stuck?
Tell us what you were trying to do and a person will get back to you.
