Setup guide
Complete setup guide
Everything you need to know to get started — from creating your account to sending your first invoice. Follow the step-by-step guide to unlock the full power of the platform.
Quick start: choose your path
Whether you're looking for services or providing them, the setup process is designed to be fast and straightforward. Choose your path below and follow the relevant steps.
Standard user
Post service requests, receive quotes, and connect with local providers. Setup takes less than 5 minutes.
- • Sign up with Google or email
- • Verify email and phone
- • Post your first request
Business user
Find work opportunities, submit quotes, create invoices, and accept payments. Complete setup in 15-20 minutes.
- • Sign up and complete your profile
- • Add expertise and business details
- • Enable business features
- • Configure payment methods
- • Add clients and items
Standard user setup: post service requests
Getting started as a service seeker is simple, and we prioritize your privacy — you can post service requests without sharing personal details like your name.
Step 1: create your account
Choose the signup method that works best for you. Both options are secure and only take seconds.
🔐 Google account
The fastest option — sign up with Google in one click. Your Google credentials are never stored on our servers.
- ✓ One-click signup
- ✓ Automatic email verification
- ✓ Secure OAuth authentication
- ✓ No password to remember
📧 Email & password
Traditional signup with email and password. You'll receive a verification email to confirm your address.
- ✓ Use any email address
- ✓ Full control over credentials
- ✓ Password reset available
- ✓ Secure encryption
Step 2: verify email & phone
Verification builds trust and ensures secure communication. Both are required before you can post requests or send quotes.
📧 Email verification
- Check your inbox for the verification email.
- Click the link in the email.
- Return to the app to see the verified badge.
Tip: check spam if you don’t see it within a few minutes. You can resend from profile settings.
📱 Phone verification
- Enter your phone number in profile.
- Tap send verification code.
- Enter the code from your text message.
Privacy note: your phone number is used only for verification and essential notifications. It is never shared publicly or sold.
Step 3: post your first service request
Once verified, you're ready to post service requests. You do not need to share personal information like your name — the platform protects your privacy while connecting you with qualified providers.
What providers see
- • Service details, photos, budget, and timeline
- • General location by ZIP code only
- • Verification badges for email and phone
- • Masked user ID (last 6 digits only)
What providers do not see
- • Your name unless you choose to share it in chat
- • Your phone number or email address
- • Your exact street address
- • Any other sensitive personal information
How to post your request
1. Tap Post Request on the home screen.
2. Add a clear title, e.g. “Install ceiling fan in living room.”
3. Write a detailed description with dimensions, materials, and constraints.
4. Upload photos to provide visual context.
5. Let AI suggest the category.
6. Answer clarity questions if prompted.
7. Set a budget or request quotes by entering $0.
8. Choose a timeline.
9. Review and publish your request.
Business user setup: provide services and accept payments
Business users get access to powerful tools for finding work, managing clients, creating invoices, and accepting payments. Complete setup takes 15-20 minutes but unlocks professional features that help you grow.
Step 1: complete your profile
Add your business name, description, expertise, and contact details so customers can find you quickly.
Step 2: enable business features
Turn on business mode to unlock invoices, estimates, POS, and payments. This is required to manage clients and accept customer payments.
Step 3: add clients and items
Save your regular clients, service items, fees, and tax settings once and reuse them for invoices and estimates.
Step 4: create invoices and estimates
Build a draft, review totals, and send documents in one flow. Use professional templates and track payment status automatically.
- • Add line items, taxes, discounts, and deposit requests.
- • Send by email or SMS with secure payment links.
- • Track draft, sent, paid, partial, and unpaid invoices.
Step 5: send, track, repeat
Deliver documents digitally, track when customers receive and pay, and keep all records in one place.
Need help with product features?
Visit the feature overview for details on quotes, invoices, POS, and privacy.