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Set up your Pro features

If you close the page accidentally, your answers will still be here when you return on the same device.

Access required (important)

To activate your Pro features, we’ll need secure access to your system.You’ll be guided through this after submitting.

We’ll ask you to:

👉 Share access to your Airtable base

👉 Connect your Google account (if using calendar features)

About you

Business name

Main contact name

Customer contact email

Business phone number customers should call

Business location / time zone

How you work

Do you currently send quotes by email? (Yes / No)

Do you currently send quotes by email? (Yes / No)

A

Yes

B

No

Anything unusual about how you send quotes?

Email address quotes should be sent from

Reply-to email address

Quote Automation

Automatically generate PDF quotes when sending quotes?

Default quote expiry (number of days)

Follow-ups

If yes:

1st Followup after quote sent

2nd Followup after quote sent

Calendar (optional)

If selected, we’ll guide you to connect your calendar after this step.

If yes:

Typical site visit length (minutes)

One quick question

How confident do you feel setting this system up yourself?

How confident do you feel setting this system up yourself?

A

Very confident

B

Mostly confident

C

Not very confident

D

I'd prefer someone to set it up for me

Setup confirmation (important)

I understand some setup steps may require my input

I understand some setup steps may require my input

Yes

What happens next

👉 We review your setup details

👉 We send you a quick access request (Airtable + optional Google)

👉 We activate your Pro features during UK working hours