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Getting started Create your account, set up your company and send your first estimate. 4 articles Estimates Create, send and get estimates approved. 4 articles Invoices & payments Invoices, payments, reminders and online payments. 5 articles Clients & requests Clients, properties, the request form and the client hub. 3 articles Schedule & jobs Visits, recurring jobs, routes, field work and job costing. 5 articles Products & services Your item list, markups and the Home Depot catalog. 2 articles
Getting started
Create your Mstr. Pro accountSign up and get into your account in a couple of minutes. 2 min Set up your company info and logoYour logo, contact details and license show on every estimate and invoice. 3 min Send your first estimate (quick start)From a blank account to an estimate in your client's inbox in five minutes. 5 min Add your team and choose what they can seeGive each person their own login with the right access. 3 min
Estimates
Create an estimateClients, line items, photos, sections, discounts and deposits. 4 min Offer optional items and upgradesLet clients choose extras on the estimate link. 2 min Send an estimate and get it approvedEmail or text the link; clients approve and sign online. 3 min Convert an estimate into an invoiceTurn approved work into an invoice in one click. 1 min
Invoices & payments
Create and send an invoiceInvoice from scratch, from an estimate or from completed visits. 3 min Record a paymentCash, check, Zelle, Venmo — full or partial. 2 min Connect Stripe to take card paymentsClients pay by card, Apple Pay or Google Pay from the invoice link. 3 min Add PayPal and VenmoA Pay with PayPal button with the amount filled in. 1 min Automatic follow-ups for estimates and invoicesFriendly reminders sent for you. 2 min
Clients & requests
Schedule & jobs
Schedule a visit and remind your clientBook visits, assign your team and send reminders. 3 min Set up recurring jobsWeekly or monthly work that schedules and invoices itself. 3 min Plan the best route for the dayVisit order, driving time and Google Maps directions. 2 min Checklists, photos and time on a visitEverything your crew does on site. 2 min See the real profit of a jobRevenue minus item costs, labor and expenses. 2 min
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