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Answers, how-tos, and step-by-step guides for getting the most out of Managolio. Search below, or browse by topic.
Getting started
Set up your workspace, turn on the modules you use, and get your team running.
14 guides
Leads & pipeline
Capture every lead and move deals forward without anything slipping.
14 guides
Estimates & price book
Quote fast, hold your margin, and account for the tricky jobs.
14 guides
Proposals & contracts
Send a proposal the customer signs online, then turn it into a project and a contract.
14 guides
Service plans
Send a recurring maintenance plan for the customer to sign, then let it bill itself.
12 guides
Projects & jobs
Run the work from a won estimate to closeout, with change orders and a stage your customer can follow.
17 guides
Tasks & follow-ups
Keep a to-do on any lead or job, and see the whole team's open work in one place.
9 guides
Field operations & job costing
What crews do on the jobsite, and how the real costs roll up against budget.
15 guides
Scheduling
Plan the week, assign crews, and keep your calendar in sync.
15 guides
Invoices & payments
Bill on milestones, get paid online, and keep cash flow clear.
14 guides
Payment methods
Set up how customers pay you: card through your own Stripe account, plus Venmo, Cash App, Zelle, and check.
14 guides
Permits
Prep the package, file it with the city yourself, and track every review round to approval.
14 guides
Subcontractors
Keep your trade partners, their compliance paperwork, and their ratings in one place.
14 guides
Claims
Log and resolve warranty claims from first report to closed.
14 guides
Customer portal
Give clients a transparent, self-serve view of their project.
14 guides
Dashboard & analytics
See where the money is: margins, win rates, and estimate accuracy.
14 guides
Documents
Keep every file for a job in one library, and find finished work by year.
14 guides
Lists, filters & columns
Search, filter, sort, arrange and export the list screens across Managolio.
12 guides
Notifications & alerts
Stay on top of what needs attention, by email and in the app.
14 guides
Team & permissions
Control who sees what, financials included.
14 guides
Account & settings
Your profile, security, company details, and the rules that keep your business consistent.
13 guides
Privacy & closing your account
Who can get into your account, how Managolio support asks permission, and exactly what happens when you close it.
9 guides
Billing & your subscription
Manage your free trial, your plan, your card, and your Managolio subscription.
13 guides
Still need a hand?
Can't find what you're looking for? Reach our team: real people who know the product and are glad to help.