Set up your business

The first time you sign in, Quotebird asks a few questions. Most screens move on as soon as you tap an answer, and every answer is saved as you go, so you can stop and come back.

1. What’s your trade? Quotebird starts your price book with your trade’s items and applies the rules that come with your kind of work. Choose Something else if your trade isn’t listed.
2. Where do you work? Your country and, in the US, Canada and Australia, your state or province. The postcode is optional. This decides your currency, your tax numbers and the local rules on your documents.
3. Your business. Your legal name, trading name, contact details and address. The rest of the profile can wait: it’s in Settings → Business profile.
4. Your licence number. Tap Skip for now if you don’t have one. Where the law wants the number on your quotes, Quotebird asks you to confirm before you go on without it.
5. How do you usually get jobs? “Customers contact me”, “I contact customers” or “Both”. Where the law cares who got in touch first, new quotes start with this answer; with “Both”, the quote asks.
6. Do you talk with customers in another language? Your documents stay in English, except that jobs in Quebec get their documents in French.
7. How many people work with you? This helps us plan team accounts.
8. Moving from another app? Tap Set your next numbers to carry on your old quote and invoice numbers. See Document numbers.
9. Start your price book. Enter your hourly rate if you like and tap Add N items. Prices start empty otherwise; you fill them in as you go.
10. How did you hear about us? One tap, and you’re in.

After setup

If you haven’t set up card payments yet, Get paid online opens once. Tap Not now to do it later from Settings → Get paid online. See Take card payments with Stripe.