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Getting started
Set up your account, import jobs, and invite your crew.
2 articlesCRM & pipeline
Manage leads, stages, and follow-ups that close.
2 articlesEstimates & proposals
Build the estimator and send tiered quotes.
2 articlesScheduling & jobs
Dispatch crews, GPS clock-in, and job updates.
2 articlesInvoicing & payments
Bill from the field and get paid same day.
2 articlesIntegrations
Connect QuickBooks, Zapier, calendars, and more.
2 articlesAccount & billing
Plans, seats, invoices, and team permissions.
2 articlesMobile app
Run the whole job from your phone in the field.
2 articlesPopular articles
The walkthroughs crews open most. Can't find it? Ask our team →
- How to import customers and jobs from your old tool
- Building estimates with trade templates and local pricing
- Building Good / Better / Best proposal templates
- Connecting QuickBooks Online for two-way sync
- Turning on same-day payouts for RevCore Payments
- Automating payment reminders for late invoices
- Inviting your crew and setting permissions
- Creating photo job reports from the field
Browse by topic
Every guide, organized
Pick a topic to jump straight to the walkthrough you need.
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 same day.
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.
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