Support

Frequently asked questions

How do I get started?

Create an account, then complete the short onboarding: business name, contact details, address, optional ABN and logo, GST setting, quote validity, payment terms and your main flooring categories. You can load a sample product library and example customers, and remove them later.

Can I change quote defaults later?

Yes. Markup, waste, quote validity, deposit percentage, payment terms, quote terms and exclusions all live in Settings and apply to new documents.

How does a customer accept a quote?

Issue the quote and send the secure acceptance link. Your customer opens the quote, reviews the PDF and accepts or declines online. Acceptance creates the work order and material requirements automatically.

What can installers see?

Only the jobs assigned to them, with site address, access notes, products and installation instructions. Margins and business-wide financial reports are not visible to installers.

How do I fix an incorrect quantity or rate?

Edit the room measurement or product selection in the takeoff and regenerate the estimate. Every change is written to the job activity and audit log.

Account access problems

• Forgotten password: use reset your password. The link is single-use and expires.
• Reset link says it is invalid or expired: request a new one from the same page — old links stop working once used.
• Verification email not arriving: check spam, confirm the address was typed correctly, then request a new link by signing in again.
• Locked out of an organisation: ask an owner or manager to re-invite you, or contact support.

Data access requests

You may ask for a copy of the personal information held about you. Send the request from the email address on your account using the support address on the contact page, and include your business name.

Account deletion

You can request deletion of your account and workspace data at any time.

• In the application: open Settings → Account and data and choose Request account deletion. This opens a pre-filled request addressed to support.
• Or email the support address directly from your account email address.

Deleting an owner account removes that organisation's workspace data. Tell us if you need an export of your quotes and invoices first — we cannot recover data once deletion is complete.