FAQ

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Can I create quotes and contracts on my phone?

Yes. You can create quotes and contracts on mobile and export to image or PDF for field conversations.

Could I lose my data?

Business data is stored in this browser by default. Export backups regularly from Settings. With a cloud account, project data can sync to the server.

I'm not receiving the email verification code.

Check spam, then confirm your sender domain (SPF/DKIM), from-address, and template configuration with your email provider.

Can I turn a quote into a contract?

Yes. On the new contract page, choose generate from a quote to pull line items and basic fields, then edit as needed.