To activate your company account and give your team access, add a payment method to start your subscription. This is required before you can continue.

You're taken to Stripe's secure checkout to enter card details. You can update or cancel any time from Subscription & Billing.

This information appears on the Next Steps page of every document you generate — and on the digital contact card you can text to customers — so they know exactly who they're working with.

Text your contact card to a customer. If they're not already in your leads, they'll be logged automatically so you never lose the connection.

This sends a saveable contact card. The recipient taps the link, then Save to Contacts to add this person to their phone.

Enter the invite code from your company admin. Your leads and notes stay yours — you choose which to share, and your book of business goes with you if you ever leave.