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Plain-English guides for getting set up, quoting work and running your business.
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61 guides
Customize email, note and terms wording
Reusable wording makes communication faster and more consistent.
Read guide →Business managementReview activity, outcomes and reports
Reports show business trends while the workspace log explains recent changes.
Read guide →CatalogAdd service options and required answers
Options let one service cover different sizes, finishes or levels of work.
Read guide →CatalogBuild packages and related service choices
Packages combine reusable services, while related choices help offer a complete job.
Read guide →CatalogCreate services and choose a pricing method
Catalog services are reusable definitions of what you sell, how you charge and how long the work takes.
Read guide →CatalogOffer useful service extras
Upsells are optional work customers can choose beside their quoted items.
Read guide →CatalogSet work durations and estimate total time
Work time helps you allocate a realistic appointment. It is separate from the price.
Read guide →CatalogUse quantities, measurements and property size
Some prices need a number such as square feet, windows or hours. Shared property size avoids typing the same number repeatedly.
Read guide →Customer requestsCreate and share a request form
A public request form lets customers describe work without creating an account.
Read guide →Customer requestsOffer extras and collect useful request details
Request forms can gather the details needed for pricing and suggest relevant optional work.
Read guide →CustomersAdd, find and organize customers
Customer profiles keep contact details and previous work together.
Read guide →CustomersImport, export and merge customers
CSV files help move customer lists; merging combines duplicates without treating them as two customers.
Read guide →CustomersTrack opportunities and follow-up tasks
The pipeline shows where work stands; tasks make the next action clear.
Read guide →Getting startedArrange your storefront menu
Choose your main links, dropdowns, individual service pages and custom pages, then preview and publish your own menu.
Read guide →Getting startedBuild and publish your business storefront
Give your services a public home at myfastbid.com/your-name. Publishing is included with Solo, Team and other paid plans. Free accounts can design and preview privately.
Read guide →Getting startedBusiness details and your driving base
Your business details appear on customer documents. Your private base address is the starting point for driving calculations.
Read guide →Getting startedChoose a trade and add optional demos
A vertical is your trade. Demo content gives you examples to customize; it is optional.
Read guide →Getting startedHelp customers find your storefront
Use your business trade, real services and public location to improve search and AI visibility.
Read guide →Getting startedKeep customer information and private links safe
Customer quote, invoice and calendar links may grant access to their contents.
Read guide →Getting startedReset a forgotten password
Password reset uses a private, single-use link sent to your account email.
Read guide →Getting startedService areas, service pages and customer tools
Help visitors check coverage, build an estimate and find their existing quotes, invoices and appointments.
Read guide →Getting startedTry storefront templates, cover photos and service images
Preview complete designs with your own content, then customize colors, typography and photos before publishing.
Read guide →Getting startedYour first quote, from signup to sending
Start with your business name, currency and trade. Choose whether to add demo services, then review their example prices before quoting real work.
Read guide →Help & supportAsk for help and follow a support ticket
Tickets keep a problem, its replies and attachments in one private conversation.
Read guide →IntegrationsAdd online meeting details
Online meeting links help when the work begins with a remote consultation.
Read guide →IntegrationsAddress autocomplete for every account
Known address suggestions are included with Free and paid MyFastBid accounts.
Read guide →IntegrationsCheck drone availability at a property
Drone tools appear for relevant trades, such as real estate photography and roofing.
Read guide →IntegrationsConnect Google Contacts
Sync contacts with the Google account used by your business. Connections belong to the current workspace.
Read guide →IntegrationsConnect Google or Outlook calendars
Calendar connections keep appointments visible in the external calendar you authorize.
Read guide →IntegrationsConnect Stripe to accept customer payments
Your workspace Stripe connection handles your customers' payments and is separate from your MyFastBid subscription.
Read guide →