When something looks off
Common questions
Duplicate charges, expired links, plan limits, and the other things that come up in the first month.
In short
Short answers to the things that come up most in the first month of using the app, with a pointer to the longer guide for each.
The same charge appeared twice
Imports and bank syncs both check for charges you already have, matching on date, amount and vendor. Re-running the same sync is safe.
Two cases slip past that check, and both are honest duplicates rather than bugs: the same purchase captured once by the bank feed and once by hand with a different vendor spelling, and a statement imported twice after the rows were edited. Delete whichever copy is wrong. Deleting is reversible.
A client says the proposal link does not work
Signing links expire, and sending a new proposal revokes any earlier one for that job so a client cannot sign a stale version. Both cases show the client a plain message rather than a broken page.
Send a fresh proposal and the new link supersedes the old one. See proposals and signing.
I hit a limit
The free plan covers 3 active jobs and 1 person. Templates do not count against the job limit, because they are structure rather than work in progress.
Every account starts with a 7 day trial of Premium, so you will usually meet these limits after the trial rather than on day one. See billing and plans or the pricing page.
Can I use this without connecting a bank
Yes, and plenty of people do. A bank feed is one of four ways to get spending in, next to file import, pasting from a spreadsheet, and typing a charge directly. The estimate and proposal side of the app does not touch your bank at all.
Someone else needs access
Invite them from team settings. Roles decide who can change team settings, and every workspace keeps at least one owner.
Can I delete a job
Yes, but archive first unless it was a mistake. Both live in the "…" actions menu in the job's header. Archive takes the job out of your active list and every job picker, keeps everything in it, frees a slot on the free plan, and can be undone with Restore; archived jobs sit under Show archived at the bottom of the jobs list, grouped by year. Delete is permanent. A proposal with no history deletes with one confirm; a job with transactions, payments or change orders asks you to type its name, and lists what goes with it. A finished job is the record of what you charged and what it cost, so archiving is the right move for finished work.
Where do I see what changed in the app
The what's new page lists user-facing changes, newest first.
Tip
If a number rather than a feature is confusing you, start with when numbers do not match. It covers the rules behind almost every figure that looks wrong at first.
How do I reach a person?
Select the Help button (the life-ring icon at the top of every page), or Contact support in your account menu. The panel suggests a guide or two for the page you are on first, in case the answer is already written down. If not, type your message and send it.
A real person reads every message. The panel shows how quickly replies usually come. The reply appears in the panel and also arrives in your email, so you do not need to keep the app open. You can answer straight from that email and it lands in the same conversation.
If something broke, pick Something's broken before sending. We automatically attach the page you were on and any error reference, so you do not have to describe it twice.