Welcome to the GetCost User Guide
Getting Started
Daily Work
Clients
Items & Products
Estimate and Invoice
- Converting Estimate to Invoice
- Change Orders
- Duplicate / Copy Estimates
- Email Customization
- Delete an Estimate or Invoice
- Contract
- Create an estimate or invoice
- Invoice's Due Date
- Estimate and invoice's numbers
- Estimate or quote
- Permalink — Share a Link
- Editing Documents
- Invoice Maker
- Payments
- Signature
Payments
Project
Timesheet
Transactions
Templates
Reports
Settings
- Business Information
- User's Profile
- Permissions & Screen Visibility
- User's Status
- Users & Teams
- Style
- Taxes, Markup & Discounts
- Language, Units & Time Zone
- Contracts
- Payment Settings
- Review Requests
- Banking & Plaid
- QuickBooks Integration
- Google Calendar Sync
- Google Contacts Sync
- Calendar Settings
- Transaction Categories
- Open Hours & Time Off
- Leads & WordPress
- Import & Export
- Subscriptions
- Advanced
- API Keys
- Connect an AI Assistant (MCP)
- Account
- Log Out & Sessions
General
SDK & Scripting