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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.
6 guides
Leads & pipeline
Capture every lead and move deals forward without anything slipping.
8 guides
Estimates & price book
Quote fast, hold your margin, and account for the tricky jobs.
6 guides
Proposals & contracts
Send a polished proposal the customer accepts online, then lock in the contract.
7 guides
Projects & jobs
Run the work from kickoff to closeout, with change orders and a punch list.
5 guides
Field operations & job costing
What crews do on the jobsite — and how the real costs roll up against budget.
4 guides
Scheduling
Plan the week, assign crews, and keep your calendar in sync.
6 guides
Invoices & payments
Bill on milestones, get paid online, and keep cash flow clear.
9 guides
Payment methods
Set up how customers pay you — card, Venmo, Cash App, Zelle, and more — all landing straight in your account.
8 guides
Permits
Track every permit, checklist, and review cycle to approval.
5 guides
Subcontractors
Keep your trade partners, their paperwork, and their ratings in one place.
4 guides
Claims
Log and resolve warranty claims from first report to closed.
7 guides
Customer portal
Give clients a transparent, self-serve view of their project.
4 guides
Reports & analytics
See where the money is — margins, win rates, and estimate accuracy.
4 guides
Team & permissions
Control who sees what — financials included.
3 guides
Account & settings
Branding, security, and the rules that keep your business consistent.
7 guides
Billing & your subscription
Manage your free trial, plan, and Managolio subscription.
7 guides
Documents
Store, organize, and find every file for a job in one library.
4 guides
Notifications & alerts
Stay on top of what needs attention — by email and in the app.
5 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.