Your first day: set up MonkeyLio in 20 minutes

Do these in order

1. Open Settings and add your company name, phone, email and logo. Your logo appears on every proposal.
2. Set your sales tax rate so totals are right automatically.
3. Check your trade. It decides your starter price list, job checklist and equipment types.
4. Open Price list and fix the prices to match what you really charge.
5. Connect your Stripe account under Settings → Payments so customers can pay from their link.

Then try it on yourself

Create a quote with your own phone number as the customer. Open the text, look at the proposal like a customer would, and accept it. It's the fastest way to see exactly what your customers see.