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Getting Started
Projects
Estimates
Invoices & Payments
Scheduling
Photos, Notes & Files
Organization Settings
Account, Billing & Settings
QuickBooks Sync
Online Payments

Dave Help Center

Fast answers for running jobs with Dave.

Getting Started

Set up Dave and complete your first project workflow.

Welcome to Dave
Create your first project
Create your first estimate
Send your first invoice

Projects

Create and manage jobs from start to finish.

What is a project?
Create a project
What is the Client Portal?
Request a Google review

Estimates

Build, send, and track customer estimates.

Create an estimate
Send an estimate
Convert an estimate to an invoice

Invoices & Payments

Invoice customers and record payments.

Create an invoice
Send an invoice
Record a payment
Send payment reminders

Scheduling

Plan work and keep jobs on track.

Schedule work on a project

Photos, Notes & Files

Document jobs with photos, notes, and files.

Add notes to a project
Add photos to a project
Add files to a project

Organization Settings

Configure business info, taxes, pricebook items, and other organization-wide defaults.

Update business settings
Set up tax rates
Set up your pricebook

Account, Billing & Settings

Manage your business profile, subscription, and account security.

Manage your subscription
Reset your password

QuickBooks Sync

Connect QuickBooks Online and keep invoices, clients, and payments in sync.

What is QuickBooks Sync?
Connect QuickBooks
How invoice and payment sync works
Import data from QuickBooks

Online Payments

Accept credit card and bank transfer payments on invoices with Stripe.

What is online payments?
How to connect Stripe
Accept online payments on invoices

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Contact support from inside the Dave app.

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