Set up your shop in Guildmark in about 15 minutes

Most job software takes a week of setup and a training call. Guildmark is built so you can be sending your first quote before lunch. Here's what to have ready and what to do.

What to have ready

• Your logo (a photo of it is fine to start)
• Your business address and phone number
• Your usual prices, roughly: what you charge per square, per linear foot, per hour, per visit
• The names and emails of anyone who'll use it: office, crew leads, crew

That's it. No contracts, no card.

1. Tell us your trade (2 minutes)

Once your shop is invited from the waiting list, pick your trade when you sign up. Guildmark loads a starter pack for it. For roofing, that's the kinds of job (re-roof, repair, inspection, insurance claim, new construction), job steps with permit checklists, quote fields like squares and pitch, and a starting price list.

Everything in the starter pack is yours to change. It's a head start, not a rulebook.

2. Add your business details and logo (3 minutes)

Your logo and business name go on every quote, the PDF and the page your customer sees. Customers sign quotes faster when they look professional.

3. Fix the price list (5 minutes)

Open the price list and change the starting prices to yours. Delete what you don't sell, add what's missing. You don't need everything on day one: you can always add a custom line on a quote.

4. Check your job steps (2 minutes)

Settings → Job steps shows the steps every job goes through. Rename anything to match what your crew says, hide what you don't use, and look at the checklists: anything marked required has to be done before a job moves on.

If you want photos before every quote goes out, set that in Settings → Quotes → Before sending a quote.

5. Invite your team (2 minutes)

Add your people as Owner, Office or Crew. Crew see their jobs and checklists but not your prices. Users are unlimited, so add everyone who touches a job.

6. Send your first quote

Pick a real job you're quoting this week. Add the customer, the lines and the photos, and send it. When they sign, it becomes a job, and you're running Guildmark.

Tips for the first week

• Use it on one job end to end before moving everything over. You'll learn it faster than any tutorial.
• Let the crew add photos from the roof. A job with before, during and after photos settles most disputes before they start.
• Turn on the customer tracker steps you're happy for customers to see. Fewer "when are you coming?" calls.

Questions? Email [email protected] and a person will answer.