Quick Start Guide

Welcome to Conkr. This guide will get you from signup to your first quote in minutes.

Step 1: Complete Your Business Profile

After signing up, head to Settings → General. Add your:

• Business name and ABN
• Contact details and address
• Logo and branding colours
• Default terms and conditions

This information appears on every quote and invoice you send.

Step 2: Invite Your Team

Go to Team → Add Member. Enter their email and assign a role:

• **Admin**: Full access to everything
• **Manager**: Can manage jobs, quotes, and invoices
• **Technician**: Can view assigned jobs and log time

Team members receive an invite email and can log in immediately.

Step 3: Add Your First Customer

Navigate to Customers → Add Customer. Enter their contact details and any notes. You can also import customers in bulk — contact support for assistance.

Step 4: Create Your First Quote

Go to Quotes → New Quote. Select a customer, add line items, and set your pricing. You can also try Photo-to-Quote — snap a photo of the job site and let AI generate the quote for you.

Step 5: Send It

Hit Send and choose email or SMS. The customer receives a professional branded quote they can accept online.

What's Next?

Once a quote is accepted, convert it to a job with one click. Schedule it, assign staff, and track progress — all in Conkr.