Guides for every part of QuoteTxt — from setup to getting paid.
Account setup and sharing your first intake link.
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Distribute your intake link via text, QR code, or your website.
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Work your inbox, update job status, and review summaries and photos.
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Build, publish, and send quotes. Track customer approvals.
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Create invoices, collect payments, and track payment status.
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Invite team members, set roles, and control job visibility.
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Configure email and SMS alerts for new jobs, quotes, and payments.
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Connect your calendar and QuickBooks to streamline your workflow.
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Understand plans, manage chat usage, and update your subscription.
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A guided tour of every settings section in QuoteTxt.
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Training guide
Printable PDF onboarding guide for your team.
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Compare features and chat session limits.
Open →System status
Check uptime and view active incidents.
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