Start with the right workspace first. Business and Solo continue into setup, then billing when ready. Sales joins the standalone sales workspace and shared demo flow.
Step 1
Create account
Start with the first account for the workspace you need.
Step 2
Choose workspace
Pick Business, Solo, or Sales before you continue.
Step 3
Set up workspace
Connect the sheet and finish setup before daily use.
Step 4
Add billing later
Business and Solo add billing from inside the workspace.
Business and Solo are the main operator and buyer paths. Sales stays visible here, but it is a member and demo path rather than a billing path.
Run the full workshop from one shared workspace.
Set up the business workspace for office staff, measure crews, installers, and production. Keep jobs, quoting, labels, and production handoff in one place.
Best for blind, shade, and shutter teams running shared jobs and production paperwork.
Capture jobs, quote faster, and hand work to suppliers without extra admin.
Set up the solo workspace for one operator using the standard Jobs flow for capture, quote, and marketplace handoff.
Best for an independent blind or shade operator handling site visits, quotes, and supplier follow-up.
Shape deals and run live walkthroughs in the shared demo workspace.
Join the standalone sales workspace for deals, codes, and demo sessions. Sales stays separate from customer production work.
Best for sales staff who need deal tracking, demo jobs, and commission-ready follow-up.
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