About 10 minutes. Fill in what you know; skip what you don't. We use this to build your quote and invoice templates, so everything we send you looks like it came from your own office.
Step 1 of 6
This goes on the top of every quote and invoice we build for you.
A photo of your truck decal or business card works too. No logo? We'll set your name in clean type.
Step 2 of 6
These print on your quotes and invoices. Leave blank anything that doesn't apply.
Clearances last up to 90 days. We check WSIB's free lookup each quarter, pull your new one when it's issued, and text you if it lapses so an expired one never goes out on a quote.
Step 3 of 6
Turn on the ways you charge. We'll only ever quote with your prices. Ballpark numbers are fine; we'll fine-tune them on your first few jobs.
How you ballpark materials. Example from a painter: "2,500 sq ft house, about 15 gallons for walls, roughly $900." Leave blank if you'd rather give us a number on each job.
Step 4 of 6
The fine print we add to every quote, so you never type it again.
Ways customers can pay you
Tap the ones that apply. These print as exclusions on every quote.
Step 5 of 6
This is how we know a job is yours the second it lands in our inbox.
Every email address and phone number that might send us a job: you, a foreman, an office person. Anything from these goes straight to your file.
You don't need to connect anything to start. Your first jobs come back as PDFs. We'll walk you through connecting later.
Two or three old quotes or invoices (photos are fine). This is how we match your wording and prices.
Quote style
Three options lets customers pick up instead of saying no.
Step 6 of 6
This becomes your SiteToDesk profile. You can change anything later by texting us.
Please tick the first two boxes to finish.
Preview: this form isn't connected yet. On the live site, finishing sends your profile and files to hello@sitetodesk.ca.
You're set up
Profile STD-0001