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Getting started
Set up your organization and run your first job in OneTool.
- 1Welcome to OneToolLearn what OneTool is and how it helps you run your service business.
- 2Set up your organizationCreate your organization and fill in your business details in five short steps.
- 3Navigating the workspaceGet to know the sidebar, your landing page, and where everything lives.
- 4Search your workspaceJump to any record, page, or create action from one search box.
- 5Add your first clientCreate a client record with a contact and a service address.
- 6Create your first projectTurn a job into a project with dates, an assigned team, and tasks.
- 7Send your first quoteBuild a priced proposal and send it to your client for approval.
- 8Invoice and get paidTurn an approved quote into an invoice and collect payment online.
- 9Get help and share feedbackReach a real person for questions, bug reports, and feature ideas without leaving the app.