Welcome to the GetCost User Guide

Getting Started

• Create an account
• Invite your team members
• All menus and App's structure
• Mobile App Installation
• Camera & Photos
• Signature Capture
• GPS Location

Daily Work

• Focus Mode

Clients

• Clients list
• Merge clients
• Delete a client

Items & Products

• Product Catalog
• Importing Products from CSV
• Product Categories

Estimate and Invoice

• Converting Estimate to Invoice
• Duplicate / Copy Estimates
• Email Customization
• Contract
• Create an estimate or invoice
• Invoice's Due Date
• Estimate and invoice's numbers
• Estimate or quote
• Edit an invoice
• Invoice Maker
• Payments
• Signature

Payments

• Credit Card payments with Stripe
• PayPal Payments
• Venmo Payments
• Manual Payment Recording
• Partial Payments
• Payment Reminders

Jobs

• Jobs Overview
• Job Lifecycle
• Assigning Jobs
• Job Notifications
• Recurring Jobs

Agenda

• Creating Appointments
• Calendar Views
• Appointment Reminders

Project

• Project

Timesheet

• Timesheet Overview
• Time Tracking

Transactions

• Transactions Overview
• Expenses & Receipts

Templates

• Template
• Create Template from Estimate
• Template Marketplace
• Sharing Templates
• Template Variables

Reports

• Reports
• Profit & Loss
• Tax Summary
• Client Summary Report
• Export Reports
• Date Ranges & Filters

Settings

• Business Information
• User's Profile
• User's Status
• Users & Teams
• Style
• Taxes, Markup & Discounts
• Language & Units
• Contracts
• Payment Settings
• Banking & Plaid
• QuickBooks Integration
• Calendar Settings
• Transaction Categories
• Open Hours & Time Off
• Leads & WordPress
• Import & Export
• Subscriptions
• Advanced
• API Keys
• Account

General

• Emails
• Support & System Status

SDK & Scripting

• GetCost SDK & scripting