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Plain-English guides for getting set up, quoting work and running your business.
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61 guides
Connect Stripe, PayPal or Square
Choose one payment provider for your business, compare reference fees, and let customers pay from their invoice link.
Read guide →InvoicesChoose deposits, advance payment or payment at the end
Payment terms define when money is due for the work.
Read guide →InvoicesCreate and send an invoice
An invoice records the amount owed and links the customer to payment when Stripe is ready.
Read guide →InvoicesTrack overdue invoices and export accounting data
Keep payment records clear and follow up without recreating invoices.
Read guide →InvoicesUse customer discounts and coupons
Customer promotions are separate from MyFastBid subscription billing.
Read guide →Mobile appsAutomatic saving and working without a connection
Mobile drafts save transparently and sync when a connection is available.
Read guide →Mobile appsEdit Catalog services on a phone or tablet
Web, Android and iOS use the same workspace Catalog.
Read guide →Mobile appsEnable notifications and check your app version
Notifications help you notice assigned work and updates; your device controls whether they are shown.
Read guide →Mobile appsSign-in, dark theme and device settings
Use your existing MyFastBid account on Android, iPhone and tablets.
Read guide →Plans & billingChoose Free Forever, Solo or Team
Choose a plan that fits your usage and the people working in your workspace.
Read guide →Plans & billingInvite another business and earn referral rewards
Referral rewards thank you when an eligible new business joins a paid plan through your link.
Read guide →Plans & billingUpgrade, downgrade or change team size
Plan changes should be deliberate and preserve your business records.
Read guide →Plans & billingWhat happens when a plan ends or a payment fails
A missed payment does not delete your customers, quotes or invoices.
Read guide →QuotesBuild and send a quote quickly
Start with a clear quote name, add services and send when the details are ready.
Read guide →QuotesCalculate or waive travel fees
Travel charges are optional and start waived so they do not slow down sending.
Read guide →QuotesFollow up on unanswered quotes
Reminders help customers return to quotes they have not answered.
Read guide →QuotesReuse quote, note and terms templates
Templates reduce repetitive typing while keeping each quote editable.
Read guide →QuotesRevise, duplicate or withdraw a quote
Sent quotes keep a record of the price and scope that the customer saw.
Read guide →QuotesSet the job address and quote requirements
The job address belongs to that quote and can differ from the customer's usual address.
Read guide →QuotesWhat customers see when they open a quote
Customers use a private link and do not need a MyFastBid account.
Read guide →SchedulingApprove bookings and customer changes
Customers may request a new appointment, reschedule or cancel according to your rules.
Read guide →SchedulingBlock holidays, breaks and unavailable time
Blocked time prevents appointments being offered when you or a teammate cannot work.
Read guide →SchedulingManage a job from booking to completion
Jobs connect accepted work, assigned people, appointment time and invoicing.
Read guide →SchedulingSave reusable crews
Crews save groups of teammates who often work together.
Read guide →SchedulingSet booking hours, buffers and approval rules
Booking rules decide when customers can schedule and how capacity is protected.
Read guide →SchedulingSet recurring jobs and service agreements
Agreements describe repeat visits and help generate upcoming work consistently.
Read guide →SchedulingSubscribe to a read-only job calendar
A subscription feed lets a calendar app display MyFastBid appointments without editing them.
Read guide →SchedulingUse the combined team calendar
A shared calendar helps the team leader see jobs, people and open time together.
Read guide →TeamChoose what each teammate can do
The team leader controls access to shared services, quotes, invoices and scheduling.
Read guide →TeamInvite teammates and manage seats
A Team subscription buys capacity; invitations give named people access to the workspace.
Read guide →