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Getting Started

Learn the basics and set up your TrustPro account

12 articles

Creating your first estimate
Setting up your business profile
Connecting your bank account
Mobile app setup guide

Payments & Invoicing

Accept payments, create invoices, and get paid faster

18 articles

How to accept credit cards
Setting up recurring billing
Understanding payment fees
Instant payout activation

Customer Management

Manage customers, vet new clients, and build relationships

10 articles

Customer vetting tools
Managing customer portal
Customer communication
Building customer database

Mobile App

Use TrustPro on iOS and Android devices

15 articles

Mobile app features
Creating estimates on mobile
Offline mode usage
Syncing data across devices

Team Management

Add team members, manage permissions, and collaborate

8 articles

Adding team members
Setting permissions
Crew scheduling
Team performance tracking

Account & Settings

Manage your account, billing, and preferences

14 articles

Account settings
Subscription management
Integrations setup
Branding customization

Additional Resources

Video Tutorials

Email Support

Live Chat

API Documentation

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Free Templates

Invoice template
Estimate template
Receipt template

Industries

Plumbing CRM
HVAC CRM
Electrical CRM
Roofing CRM
General Contractor CRM

Product

Pricing
Get paid
Win jobs
Follow-up SMS
Solutions