Follow the same checklist shown on the in-app Get Started page — with a recommended order and direct links.
Open the Get Started checklist
In the app, open /get-started. It shows every setup task grouped by priority.
Do now vs later
Do now
Do later
Fill in the basics
Go to Settings → Business Profile and add your phone number, address, and contact email. These show up in your customer-facing experience and on quotes/invoices.
Set your personal name
Go to Settings → User Info and set your name so your team and customers see the right sender.
Set your public slug
Go to Settings → Public Profile and set a clean slug (your link). This is what you’ll share on your website, QR code, and social.
Add your logo and description (recommended)
Upload a logo and add a short description so customers trust the link when it opens on their phone.
Set your notification email
Go to Settings → Notifications and set the email that should receive alerts (especially “job submitted”).
Enable the alerts you want
Turn on email and/or SMS notifications for events like job submitted, quote approved, invoice paid, and message received.
Choose how customers can pay invoices
Go to Settings → Quotes & Invoices and configure your payment option (Stripe or an external payment link).
Add invoice terms (recommended)
Add your standard invoice terms so every invoice has the right expectations (due dates, fees, and policies).
Invite a teammate (if applicable)
Go to Settings → Team & Access to invite team members and set roles. You can also control lead visibility and notification scope per member.
Generate your calendar feed link
Go to Settings → Integrations to generate your calendar feed link (iCal). This helps you see upcoming work in your existing calendar.
Copy your link and send it to yourself
Find your intake link in Settings → Public Profile (or follow the steps in Sharing your intake link).
Submit a test lead and review it in Inbox
Open the link on your phone, answer the questions like a customer, and submit it. Then review the new job in your Dashboard.
Share your public chat link
Use your public link on your website, Google Business profile, text messages, or printed QR materials so prospects can start the chat.
Use custom chat when you want to send a lead-specific link
From Inbox, you can send a custom chat link for a specific prospect when you want a more directed intake flow than the generic public page.
Create your first quote from a live or test lead
Once a lead is in the system, open the job, review the summary and photos, and turn it into your first quote. This validates the operational flow end to end.
Add your current pipeline to QuoteTxt
If you already have open jobs or existing customers, add those records so your Inbox, reporting, and future invoices reflect your real pipeline from day one.
Use manual job entry for phone or offline work
Manual job records are also useful when you collect an inquiry outside the chat and still want the work tracked inside QuoteTxt.
Still need help?
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