Welcome to ContProtect! This guide will get you up and running in just 5 minutes.
Step 1: Complete Your Profile
First, make sure your business profile is complete:
- Go to Settings → Profile
- Add your business name, phone, and address
- Upload your logo (recommended for QR codes)
- Set your service areas and trade specialties
Step 2: Add Your First Customer
Navigate to Customers → Add Customer and enter:
- Customer name and contact info
- Service address
- Any notes about their property
Step 3: Create a Job
For each installation or service:
- Go to Jobs → New Job
- Select the customer
- Add job details and equipment info
- Set the warranty period
- Save and generate QR code
Step 4: Print Your QR Sticker
Each job gets a unique QR code. Print it and stick it on the equipment. When customers scan it, they see warranty info and can request service.
💡 Pro Tip: Enable automatic reminders in Settings to notify customers before warranties expire. This is a great upsell opportunity!