[
  {
    "title": "Accept online payments on invoices",
    "description": "Turn on online payments when you create or send an invoice in Dave.",
    "category": "Online Payments",
    "categorySlug": "online-payments",
    "url": "/articles/accept-online-payments-on-invoices",
    "body": "Accept online payments on invoices Turn on online payments when you want customers to pay by card or bank transfer from the invoice link. Before you start Connect Stripe first. See . Your Online Payments settings must show Ready before you can enable payments on new invoices. Steps 1. Open the project and create or edit an invoice. 2. In the payment section, turn on Accept Online Payment . 3. Choose Card or Bank Transfer if both are available. 4. Optionally turn on Cover processing fees if you want to pass fees to your customer. 5. Review the invoice total and send the invoice to your customer. Offline payment instructions If you also accept checks, e transfers, or other offline methods, turn on payment instructions on the same invoice form or set a default in Business Settings → Payment Instructions . What happens next Your customer pays from the invoice link. Dave records the payment automatically and updates the invoice balance. You do not need to Record Payment for successful online payments. View payout details in Online Payments → View Payouts & Settings . Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Add files to a project",
    "description": "Attach files like plans or contracts to a project in Dave.",
    "category": "Photos, Notes & Files",
    "categorySlug": "photos-notes-files",
    "url": "/articles/add-files-to-a-project",
    "body": "Add files to a project Add files when you need plans, permits, contracts, or other documents on the job. Steps 1. Open the project Overview tab. 2. Select Upload , or open Add to project and choose Files . 3. Choose the file from your device. Dave supports PDF, CSV, Excel, and image files. 4. Upload the file to the project. What happens next The file stays with the project so you can find job documents without searching your inbox. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Add notes to a project",
    "description": "Add notes to keep job details and updates on a project in Dave.",
    "category": "Photos, Notes & Files",
    "categorySlug": "photos-notes-files",
    "url": "/articles/add-notes-to-a-project",
    "body": "Add notes to a project Add notes when you want to capture job details, customer requests, or field updates. Steps 1. Open the project Overview tab. 2. Select Note , or open Add to project and choose Note . 3. Write the note. 4. Save the note to the project. What happens next The note stays on the project timeline so your team can see what happened on the job. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Add or remove team seats",
    "description": "Invite a teammate, understand the charge, and stop paying for seats you no longer need.",
    "category": "Account, Billing & Settings",
    "categorySlug": "account-billing-settings",
    "url": "/articles/manage-team-seats",
    "body": "Add or remove team seats A seat is a place for one person to work in your Dave business with their own login. The current plan includes you and one teammate. Admins and crew members use the same kind of seat. Your customers don't need one to view their estimates, invoices, or client portal. Open Settings → Your team to see how many seats are available. How much does my team cost? Count everyone who needs a login, including yourself. The current plan is $99/month or $948/year , with the first 2 seats included. Each extra seat adds $20/month or $192/year. For a team of 5, that means 2 included seats and 3 paid extra seats: | Billing option | Total for 5 people | | | | | Monthly | $159 each month | | Yearly | $1,524 paid yearly, equivalent to $127/month | Use the to check a different team size. Any applicable taxes, discounts, and credits appear when you review a payment. Invite a teammate 1. Choose Invite a teammate . 2. Enter their email and choose their access: All access admin or Crew member with the permissions they need. 3. If a seat is available, send the invitation at no additional charge. If you need a paid seat, choose Review seat & invitation . 4. Review the amount due now and the next renewal total, then confirm payment. The invitation is sent after payment succeeds. Extra seats cost $20/month or $192/year , matching your business's billing cycle. When you add one partway through a period, you only pay for the time left in that month or year. Your renewal date stays the same. An invitation reserves a seat. If it expires or you revoke it, the seat becomes available again. A paid seat still renews until you schedule its removal , even if nobody joins. When someone leaves Remove them in Your team to stop their access. For a paid seat, choose Keep the seat for someone else or Remove one paid seat at renewal . You can also use Remove unused paid seats to reduce spare seats. Your bill goes down at the next renewal; there's no refund for the time already paid for. Removing someone's access alone doesn't reduce your bill. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Add photos to a project",
    "description": "Add job photos to a project in Dave.",
    "category": "Photos, Notes & Files",
    "categorySlug": "photos-notes-files",
    "url": "/articles/add-photos-to-a-project",
    "body": "Add photos to a project Add photos when you want before and after shots, progress updates, or site documentation on the job. Steps 1. Open the project Overview tab. 2. Select Upload , or open Add to project and choose Photos . 3. Take a photo or choose one from your device. 4. Upload the photo to the project. What happens next Photos stay attached to the project so you can review job progress later. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Auto payment reminders",
    "description": "Learn when Dave sends automatic invoice payment reminders, which channels are used, and when they stop.",
    "category": "Invoices & Payments",
    "categorySlug": "invoices-and-payments",
    "url": "/articles/send-payment-reminders",
    "body": "Auto payment reminders Payment reminders help you get paid without chasing every unpaid invoice yourself. When reminders are on, Dave automatically follows up with your client on a fixed schedule based on the invoice due date . Turn reminders on 1. Create or open an unpaid invoice and make sure it has a due date . 2. Choose who should receive the invoice (email, text, or both). 3. Turn on Payment reminders on the invoice form, in the send dialog, or from the invoice menu after it has been sent. 4. Send the invoice. You can also set a default in Settings → Invoice so new invoices start with reminders on. Select Learn more next to the reminders switch in Dave to see the schedule at a glance. Reminder schedule Dave can send up to four reminders per invoice: | Reminder | When it sends | | | | | Friendly nudge | 3 days before the due date | | Due today | On the due date | | Overdue reminder | 3 days after the due date | | Final reminder | 14 days after the due date | Each reminder is scheduled for about 9:00 AM in your business timezone. If a reminder date is already in the past when you turn reminders on (for example, the invoice is already overdue), Dave skips that reminder and only schedules future ones. Who gets reminders Reminders go to the same people and channels you used when you sent the invoice: Email if you sent by email Text (SMS) if you sent by text Both if you sent to contacts on both channels Dave does not invent new recipients — only the contacts you actually sent the invoice to. When reminders stop Reminders stop automatically when: The invoice is paid , refunded , or the remaining balance is $0 The invoice is voided You turn reminders off for that invoice The final reminder has already been sent Pending reminders are cancelled as soon as payment clears or you disable reminders. Reminders that were already delivered are not unsent. Turn reminders off You can turn reminders off at any time: From the success screen right after sending an invoice From the invoice menu on an unpaid invoice By toggling Payment reminders off and saving the change Tips for contractors Always set a clear due date so Dave knows when to schedule follow ups. Send the invoice to the right email and/or phone number first — reminders use those same channels. If a client needs a gentler cadence, turn reminders off after the first follow up and reach out personally. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Connect QuickBooks",
    "description": "Link your QuickBooks Online account to Dave.",
    "category": "QuickBooks Sync",
    "categorySlug": "quickbooks-sync",
    "url": "/articles/connect-quickbooks",
    "body": "Connect QuickBooks Connect QuickBooks when you want Dave to sync invoices, clients, and payments with QuickBooks Online. Steps 1. Open Business Settings . 2. Go to QuickBooks under Accounting . 3. Select Connect to QuickBooks . 4. Sign in to QuickBooks Online and approve the connection. 5. Return to Dave. You should see Connected to QuickBooks . What happens next Dave starts syncing invoices and payments automatically. Run Resync Data to pull in QuickBooks tax rates, then set up and select QB Synced taxes in Taxes so invoices sync correctly. Related articles Need help? If the connection fails, try again from QuickBooks Integration settings or contact Dave support from inside the app."
  },
  {
    "title": "Convert an estimate to an invoice",
    "description": "Turn an accepted estimate into an invoice in Dave.",
    "category": "Estimates",
    "categorySlug": "estimates",
    "url": "/articles/convert-an-estimate-to-an-invoice",
    "body": "Convert an estimate to an invoice Convert an estimate when the customer has approved the work and you are ready to bill. Steps 1. Open the project and find the accepted estimate. 2. Select Convert to Invoice . 3. Review the invoice details copied from the estimate. 4. Make any changes if needed. 5. Save or send the invoice. What happens next The invoice is ready to send and track. You can record payments after the customer pays. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Create a project",
    "description": "Create a new project in Dave for a customer job.",
    "category": "Projects",
    "categorySlug": "projects",
    "url": "/articles/create-a-project",
    "body": "Create a project Create a project when you start working with a customer on a new job. Steps 1. Open Dave and select New Project , Create Project , or Project from the create menu. 2. Enter the customer name and job details. 3. Add the job address if you have it. 4. Select Create Project to finish. What happens next Use the project to send estimates, create invoices, add photos, and schedule work. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Create an estimate",
    "description": "Learn how to create and send an estimate in Dave.",
    "category": "Estimates",
    "categorySlug": "estimates",
    "url": "/articles/create-an-estimate",
    "body": "Create an estimate Create an estimate when you want to send pricing to a customer before starting work. Watch a demo See how to build estimates with Dave: <iframe src=\"https://www.youtube.com/embed/I 53ajP7U9s?controls=1\" title=\"How to build estimates with Dave\" allow=\"accelerometer; autoplay; clipboard write; encrypted media; gyroscope; picture in picture; web share\" referrerpolicy=\"strict origin when cross origin\" allowfullscreen </iframe Steps 1. Open the project and go to the Estimate tab, or select Create Estimate from the project menu. 2. Start from scratch or choose a template. 3. Add the work, materials, and pricing. 4. Review the estimate total and select Review & Send . 5. Confirm delivery details and select Send Estimate . What happens next After the estimate is sent, Dave helps you track its status. Once the customer accepts it, you can turn it into an invoice. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Create an invoice",
    "description": "Create a new invoice for customer work in Dave.",
    "category": "Invoices & Payments",
    "categorySlug": "invoices-and-payments",
    "url": "/articles/create-an-invoice",
    "body": "Create an invoice Create an invoice when work is ready to bill. Steps 1. Open the project and select Create Invoice from the project menu, or choose Invoice from the create menu and pick a project. 2. Add line items, taxes, and any discounts. Search your to fill in common items faster. 3. Review the invoice total and payment options. To accept card or bank transfer payments, turn on Accept Online Payment (requires ). 4. Select Save Draft to finish later, or Send / Preview & Send to deliver it. What happens next Send the invoice to your customer. If online payments are enabled, they can pay from the invoice link. Otherwise, as they come in. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Create your first estimate",
    "description": "Send your first customer estimate in Dave with clear pricing and scope.",
    "category": "Getting Started",
    "categorySlug": "getting-started",
    "url": "/articles/create-your-first-estimate",
    "body": "Create your first estimate Send an estimate when you need customer approval before starting work. Steps 1. Open your project and go to the Estimate tab. 2. Start from scratch or choose a template. 3. Add line items for labor, materials, and other charges. 4. Review the total and select Review & Send . 5. Confirm delivery details and select Send Estimate . What happens next After you send the estimate, Dave tracks its status. When the customer accepts, you can convert it to an invoice. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Create your first project",
    "description": "Set up your first job in Dave so estimates, invoices, and notes stay organized.",
    "category": "Getting Started",
    "categorySlug": "getting-started",
    "url": "/articles/create-your-first-project",
    "body": "Create your first project A project is the home for one customer job. Start here before you send an estimate or invoice. Steps 1. Open Dave and select New Project or Create Project . 2. Add the customer name and job location. 3. Select Create Project to finish. What happens next Once the project is created, you can add estimates, invoices, photos, notes, and scheduled work. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "How invoice and payment sync works",
    "description": "Understand what Dave sends to QuickBooks when you invoice customers and record payments.",
    "category": "QuickBooks Sync",
    "categorySlug": "quickbooks-sync",
    "url": "/articles/how-invoice-and-payment-sync-works",
    "body": "How invoice and payment sync works After QuickBooks is connected, Dave keeps your job billing aligned with your books automatically. Invoices When you send an invoice from Dave: 1. Dave creates or updates the matching invoice in QuickBooks. 2. The customer is synced to QuickBooks if needed. 3. Sync happens in near real time after the invoice is sent. Tax rates must be selected For an invoice to sync tax correctly to QuickBooks, you must select a QB Synced tax rate on the invoice in Dave. These are the rates pulled from QuickBooks and marked with the QuickBooks badge in Taxes . If you leave tax blank, Dave may warn you that the invoice might not sync to QuickBooks. If you select a manual Dave only tax rate, the invoice can still send to your customer, but tax may not sync to QuickBooks. Create or update tax rates in QuickBooks, run Resync Data in Dave, then choose a QB Synced rate on each invoice. See for the full setup flow. Payments When you record a payment in Dave: 1. Dave syncs the payment to the matching QuickBooks invoice. 2. Your invoice balance updates in both systems. For the most accurate records, record payments in Dave whenever possible. Invoice status from QuickBooks If an invoice is marked paid or voided in QuickBooks, that status can appear back in Dave. Payments created directly in QuickBooks do not sync back to Dave. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "How to connect Stripe",
    "description": "Connect Stripe to accept online payments on your Dave invoices.",
    "category": "Online Payments",
    "categorySlug": "online-payments",
    "url": "/articles/how-to-connect-stripe",
    "body": "How to connect Stripe Connect Stripe when you want customers to pay invoices online from the invoice link Dave sends them. Steps 1. Open Business Settings . 2. Go to Online Payments under Invoices . 3. Review the payment fees for your country. 4. Select Connect Payments . 5. Complete Stripe's setup flow in your browser, including business and bank details. 6. Return to Dave. If you see Setup Required , select Complete Setup and finish any remaining Stripe steps. 7. When your account shows Ready , you can turn on online payments on new invoices. What happens next Turn on Accept Online Payment when you create or send an invoice. Use View Payouts & Settings in Online Payments to manage your Stripe dashboard, bank details, and payout history. Related articles Need help? If connection fails, try again from Online Payments settings or contact Dave support from inside the app."
  },
  {
    "title": "Import data from QuickBooks",
    "description": "Import QuickBooks customers and products into Dave.",
    "category": "QuickBooks Sync",
    "categorySlug": "quickbooks-sync",
    "url": "/articles/import-data-from-quickbooks",
    "body": "Import data from QuickBooks Import data when you already have customers or products in QuickBooks and want to bring them into Dave. Import clients 1. Open Business Settings . 2. Go to QuickBooks under Accounting . 3. In Import Data , select Import Clients . 4. Optionally turn on Update existing clients to add missing primary contacts. 5. Select Start Import . Customers already linked to QuickBooks are skipped unless you choose to update them. Import products 1. Open Business Settings . 2. Go to QuickBooks under Accounting . 3. In Import Data , select Import Products . 4. Select Start Import . Imported products are added to your Pricebook. Items with matching names are skipped, and new imports default to category Other . What happens next Review imported clients in Clients and imported products in . Recategorize Pricebook items if needed. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Manage your subscription",
    "description": "Change your billing cycle, update your card, find invoices, or cancel renewal.",
    "category": "Account, Billing & Settings",
    "categorySlug": "account-billing-settings",
    "url": "/articles/manage-your-subscription",
    "body": "Manage your subscription In Dave on the web, open Settings → Subscription . The business owner or an admin can manage billing here. If you have more than one business, switch to the right one first. Your current plan, renewal date, and next bill are shown together. Any tax, discounts, or credits appear in the payment review before you confirm a charge. Switch monthly or yearly 1. Open Your next renewal in Subscription. 2. Choose monthly or yearly, and review the next renewal total. 3. Choose Save renewal change . Nothing is charged today. The new billing cycle starts at your next renewal and applies to your plan and all paid seats. Switching from yearly to monthly starts after your paid year ends, without a partial refund. Update your card or find an invoice Under Payment method , choose Update payment method and save your new details. Find subscription invoices under Recent invoices , where you can download a PDF or pay an outstanding bill. If a seat purchase or restart is unfinished, use Finish your billing change to continue the existing payment. Closing a payment screen doesn't cancel it. Use Cancel unpaid change if you want to stop an unpaid purchase. If you need support, share the reference shown with that change. Cancel renewal Under Renewal , choose Cancel renewal and confirm. Your team keeps access until the end of the paid period. There are no further subscription renewals and no refund for the current month or year. Working seasonally? Monthly plans let you . Related articles Need help? Contact Dave support from inside the app. For an unfinished payment, include its reference from Subscription settings."
  },
  {
    "title": "Pause your subscription for the season",
    "description": "Take the winter off, keep your business data, and restart when you're ready.",
    "category": "Account, Billing & Settings",
    "categorySlug": "account-billing-settings",
    "url": "/articles/pause-your-subscription",
    "body": "Pause your subscription for the season Taking a couple of months off? Monthly plans support seasonal pauses. Your business data stays saved, and the pause starts at the end of your paid month. Monthly billing is a good fit if your landscaping, snow removal, or other seasonal business takes time off each year. Yearly plans cannot pause. If you switch from yearly to monthly, you can request a pause once monthly billing begins, after your paid year ends. Set up a pause 1. In Dave on the web, open Settings → Subscription as the owner or an admin. 2. Under Seasonal pause , choose Pause for the season . 3. Check the start date and choose Confirm seasonal pause . Your team can keep working until that date. Then subscription charges stop and your team loses access to day to day work in Dave. Your data and team memberships stay saved, and admins can still open billing settings. A pause replaces any upcoming billing cycle or seat change. It doesn't refund time you've already paid for. Clear any unpaid invoices or pending billing changes first. If Dave says the request is pending, check back for confirmation before assuming billing has stopped. To call off a confirmed pause before it starts, choose Cancel scheduled pause . Come back when you're ready There’s no deadline to restart your subscription. Billing won’t restart automatically, and you won’t be charged for the months you’re paused. 1. Return to Settings → Subscription . 2. Choose Review price & resume . 3. Review the new payment and confirm. A new paid month starts with your existing plan and paid seat count. Your team gets access again after payment succeeds. Need a different plan or fewer seats before restarting? Contact support first. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Record a payment",
    "description": "Record a customer payment against an invoice in Dave.",
    "category": "Invoices & Payments",
    "categorySlug": "invoices-and-payments",
    "url": "/articles/record-a-payment",
    "body": "Record a payment Record a payment when a customer pays all or part of an invoice outside of Dave's online payment flow—for example by check, cash, or e transfer. If the customer pays online through Stripe, Dave records the payment automatically. You do not need to record it manually. Steps 1. Open the project and open the invoice. 2. Select Record Payment . 3. Enter the amount paid and payment method. 4. Save the payment. What happens next The invoice balance updates automatically. You can send reminders for any remaining balance. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Request a Google review",
    "description": "Ask clients for a Google review with a custom message and project photos.",
    "category": "Projects",
    "categorySlug": "projects",
    "url": "/articles/request-a-google-review",
    "body": "Request a Google review Use Request Review when a job is done and you want the client to leave a review on your Google Business Profile . You can add a custom note and up to six photos from the project. Before you start Connect your business to Google the first time you send a review request. The project needs a client with an email address or phone number you can send to. Where to find Request Review On a project, select Request Review on the client card. On a client profile, select Request Review (Dave may ask you to pick a project first). From the create menu, select Review Request and choose a project. Steps 1. Select Request Review . 2. If this is your first review request, search for your business on Google Maps and connect it. 3. Write your Message — Dave includes a default note you can edit. 4. Optionally select Add Photos to include up to six project photos. 5. Under Send to , choose who should receive the request by email or text. 6. Select Send Review Request . What your client receives Your client gets a link to a review page that includes: Your custom message Project photos you selected A Review Us on Google button that opens Google so they can leave their review After you send Dave confirms when the review request is sent. You can Copy Portal Link to share the review page yourself. On the client profile, you may see Review requested so you know a request was already sent. You can ask again from the review history if the client needs a reminder. Tips Add photos from the project before sending — clients often respond better when they can see their finished job. Keep your message short and personal. Send the request soon after you wrap up the work. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Reset your password",
    "description": "Reset your Dave account password.",
    "category": "Account, Billing & Settings",
    "categorySlug": "account-billing-settings",
    "url": "/articles/reset-your-password",
    "body": "Reset your password Update your password when you are signed in, or reset it through Dave's login screen if you cannot sign in. If you are signed in 1. Open Profile Settings . 2. Go to Security . 3. Enter your current password if prompted, then your new password. 4. Select Save Password . If you cannot sign in 1. Go to Dave's sign in page. 2. When Dave redirects you to the login screen, use the password reset option there. 3. Follow the instructions in the reset email. 4. Sign in again with your new password. What happens next You can sign in to Dave with your updated password. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Resync and disconnect QuickBooks",
    "description": "Refresh QuickBooks settings in Dave or disconnect the integration.",
    "category": "QuickBooks Sync",
    "categorySlug": "quickbooks-sync",
    "url": "/articles/resync-and-disconnect-quickbooks",
    "body": "Resync and disconnect QuickBooks Use resync when QuickBooks settings change in your accounting system. Disconnect when you want to stop syncing new activity. Resync data 1. Open Business Settings . 2. Go to QuickBooks under Accounting . 3. In Sync Settings , select Resync Data . Dave refreshes tax rates, chart of accounts, and company settings from QuickBooks. After resyncing, review your setup in Taxes and make sure invoices use a QB Synced rate. See . Disconnect QuickBooks 1. Open Business Settings . 2. Go to QuickBooks under Accounting . 3. In Disconnect Integration , select Disconnect QuickBooks . 4. Confirm the disconnect. What happens next Resync updates the QuickBooks data Dave uses for future syncs. Disconnecting stops new invoices and payments from syncing, but data already synced to QuickBooks stays there. You can reconnect at any time. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Schedule work on a project",
    "description": "Add scheduled work dates to a project in Dave.",
    "category": "Scheduling",
    "categorySlug": "scheduling",
    "url": "/articles/schedule-work-on-a-project",
    "body": "Schedule work on a project Schedule work when you know when a job starts or when specific tasks are planned. Steps 1. Open the project Overview tab, or open Schedule from the dashboard. 2. Select Schedule Event , Event from Add to project , or Calendar Event from the create menu. 3. Pick the project, date, and time if needed. 4. Add event details and any reminders you want to send. 5. Save the event. What happens next The scheduled work appears on your calendar and on the project so you can see what is coming up for that job. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Send an estimate",
    "description": "Send a finished estimate to your customer from Dave.",
    "category": "Estimates",
    "categorySlug": "estimates",
    "url": "/articles/send-an-estimate",
    "body": "Send an estimate Send an estimate when the pricing and scope are ready for customer review. Steps 1. Open the project and go to the Estimate tab. 2. Review line items and the total. 3. Select Review & Send . 4. Choose how to deliver the estimate to your customer. 5. Select Send Estimate . What happens next Your customer can review the estimate. Dave tracks whether it was sent, viewed, or accepted. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Send an invoice",
    "description": "Send a finished invoice to your customer from Dave.",
    "category": "Invoices & Payments",
    "categorySlug": "invoices-and-payments",
    "url": "/articles/send-an-invoice",
    "body": "Send an invoice Send an invoice when the bill is ready for your customer. Steps 1. Open the project and select Create Invoice , or open an existing invoice from the Invoices tab. 2. Review amounts, customer details, and payment options. Turn on Accept Online Payment if you want the customer to pay online ( first). 3. Select Send or Preview & Send . 4. Confirm delivery details in the send dialog. 5. Select Send Invoice . What happens next Your customer receives the invoice. If online payments are enabled, they can pay from the invoice link and Dave records the payment automatically. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Send your first invoice",
    "description": "Bill your customer and send a professional invoice from Dave.",
    "category": "Getting Started",
    "categorySlug": "getting-started",
    "url": "/articles/send-your-first-invoice",
    "body": "Send your first invoice Send an invoice when work is ready to bill. Steps 1. Open the project. 2. Select Create Invoice or open an existing invoice from the Invoices tab. 3. Add the work and amounts to bill. 4. Review the invoice total, payment options, and select Send or Preview & Send . 5. Confirm delivery details and select Send Invoice . To let customers pay online, first and turn on Accept Online Payment on the invoice. What happens next After the invoice is sent, customers can pay online if enabled. You can also manually and turn on automatic payment reminders if needed. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Set up tax rates",
    "description": "Create and manage the tax rates you use on estimates and invoices in Dave.",
    "category": "Business Settings",
    "categorySlug": "business-settings",
    "url": "/articles/set-up-tax-rates",
    "body": "Set up tax rates Set up tax rates before you send estimates or invoices so totals and tax amounts are correct. Steps 1. Open Business Settings . 2. Go to Taxes under Accounting . 3. Review any suggested rates for your region, or select Create Tax Rate . 4. Enter a name and rate, then save the tax rate. 5. Turn on Set as default for the rate you use most often. One tax rate per document Dave applies one tax rate to each estimate or invoice. If you collect multiple taxes, combine them into a single rate such as Sales Tax 8.25% or GST + PST 13% . Select tax on estimates and invoices After tax rates are set up, choose the tax you want when you build an estimate or invoice. Dave uses your default rate automatically when one is set. QuickBooks connected accounts If QuickBooks is connected: 1. Create or update tax rates in QuickBooks first. 2. In Dave, open QuickBooks settings and run Resync Data to pull them in. 3. In Taxes , use rates marked QB Synced (look for the QuickBooks badge). 4. On each invoice you send, select a QB Synced tax rate. Manual Dave only tax rates work on documents in Dave but will not sync to QuickBooks. If no tax is selected, or you select a manual tax rate, Dave may warn you that the invoice might not sync to QuickBooks. What happens next Your tax rates are available on new estimates and invoices. If you use QuickBooks, review your tax setup after every Resync Data . Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Set up your pricebook",
    "description": "Create and manage reusable prices for estimates and invoices in Dave.",
    "category": "Business Settings",
    "categorySlug": "business-settings",
    "url": "/articles/set-up-your-pricebook",
    "body": "Set up your pricebook Your pricebook stores reusable line items with names, costs, and descriptions. Use it to add pricing to estimates and invoices faster without retyping the same work every time. Add a pricebook item 1. Open Business Settings . 2. Go to Pricebook under Items . 3. Select Add Item . 4. Enter a Name , Description , Cost Type , and Cost . 5. Turn on Tax Exempt if the item should not be taxed. 6. Select Add Item to save. Use pricebook items on estimates and invoices When you add a line item on an estimate or invoice, search the pricebook from the line item name field. Dave fills in the name, description, and cost from the item you pick. You can also open Manage pricebook from the line item search menu to add or edit items without leaving your document. Import items in bulk You have a few ways to build your pricebook faster: Import Catalog — upload a spreadsheet or document from Pricebook settings and Dave creates a catalog of imported items. QuickBooks — if QuickBooks is connected, use Import Products in QuickBooks settings to pull products and services into your pricebook. See . Find and organize items Use Search items... to filter your pricebook. Switch between All items , Manually Added , and any imported catalogs from the filter menu at the top of the page. What happens next Saved pricebook items are available the next time you build an estimate or invoice. Update an item in Pricebook settings anytime—future line items you add from the pricebook use the latest details. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Update business settings",
    "description": "Update your business name, logo, and other business settings in Dave.",
    "category": "Business Settings",
    "categorySlug": "business-settings",
    "url": "/articles/update-business-settings",
    "body": "Update business settings Update business settings when your company details change or you want invoices and estimates to look more professional. Steps 1. Open Business Settings . 2. Go to Business Info . 3. Update your business name, logo, or contact details. 4. Save your changes. What happens next Updated business details appear on new estimates and invoices you send. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "Welcome to Dave",
    "description": "Get oriented in Dave and learn where to start with projects, estimates, and invoices.",
    "category": "Getting Started",
    "categorySlug": "getting-started",
    "url": "/articles/welcome-to-dave",
    "body": "Welcome to Dave Dave helps contractors send estimates, invoice customers, and keep projects organized from one app. Start here 1. Create your first project. 2. Send an estimate when you need customer approval. 3. Turn accepted work into an invoice and record payments. What Dave helps with Projects keep customer, job details, and history together. Estimates help you quote work clearly before you start. Invoices and payments help you bill customers and track what is paid. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "What is a project?",
    "description": "Understand how Dave uses projects to organize customer jobs and job history.",
    "category": "Projects",
    "categorySlug": "projects",
    "url": "/articles/what-is-a-project",
    "body": "What is a project? A project is one customer job in Dave. It holds the customer details, estimates, invoices, photos, notes, files, and scheduled work for that job. Why projects matter Projects keep everything for one job in one place so you do not have to search across emails, texts, and spreadsheets. What you can add to a project Estimates and invoices Photos, notes, and files Scheduled work dates Payment history Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "What is online payments?",
    "description": "Learn how Dave helps you accept credit card and bank transfer payments on invoices.",
    "category": "Online Payments",
    "categorySlug": "online-payments",
    "url": "/articles/what-is-online-payments",
    "body": "What is online payments? Online payments let your customers pay invoices by credit card or bank transfer directly from the invoice you send. Dave uses Stripe to process payments securely. What you can accept Depending on your country and Stripe setup, Dave supports: Card payments (credit and debit cards) Bank transfers (where available) Fees vary by country and payment method. You can review current fees in Online Payments settings before you connect. How it works 1. Connect Stripe in Business Settings . 2. Turn on Accept Online Payment when you create or send an invoice. 3. Your customer pays from the invoice link. 4. Dave records the payment on the invoice automatically. You can still include offline Payment Instructions (e.g. e transfer or check details) on invoices when needed. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "What is QuickBooks Sync?",
    "description": "Learn how Dave connects to QuickBooks Online and what data stays in sync.",
    "category": "QuickBooks Sync",
    "categorySlug": "quickbooks-sync",
    "url": "/articles/what-is-quickbooks-sync",
    "body": "What is QuickBooks Sync? QuickBooks Sync connects Dave to QuickBooks Online so you can run jobs in Dave and keep your books up to date without double entry. What syncs automatically Once connected, Dave syncs in near real time: Invoices you send from Dave Payments you record in Dave Clients you add in Dave What you can import manually From QuickBooks Integration settings, you can also bulk import: Clients from your QuickBooks customer list Products and services into your Dave Pricebook What to know before you connect Dave supports QuickBooks Online only , not QuickBooks Desktop. For the most accurate books, record payments in Dave when possible. Invoices only sync tax to QuickBooks when you select a QB Synced tax rate on the invoice. Set up tax rates in and resync after changing taxes in QuickBooks. Related articles Need help? Contact Dave support from inside the app."
  },
  {
    "title": "What is the Client Portal?",
    "description": "Give clients a secure link to view their estimates, invoices, and contact your business.",
    "category": "Projects",
    "categorySlug": "projects",
    "url": "/articles/what-is-the-client-portal",
    "body": "What is the Client Portal? The Client Portal is a secure page where your customer can view their estimates and invoices, see your business contact details, and reach out to you — without logging into Dave. Each client gets their own portal link. Anyone with that link can access that client's portal, so keep it private. What clients can see When a client opens their portal, they can: View all estimates sent to them View all invoices sent to them See your business contact information Open Contact us to get in touch with you Enable portal access for a client 1. Open the client's profile from Clients or from a project. 2. Select the ⋮ menu on the client profile. 3. Select Enable portal the first time you turn on access for that client. 4. Copy the Portal Link or select Open Portal in New Tab to preview it. 5. Send the link to your client by text or email. After portal access is enabled, the menu option changes to Portal link so you can copy or share it again anytime. Share portal links from estimates and invoices You can also copy a portal link while working on a specific document: 1. Open the estimate or invoice. 2. Open the ⋮ menu. 3. Select Copy Portal Link . 4. Share the link with your client. Estimate and invoice links take the client directly to that document inside their portal. Revoke portal access If you need to turn off a client's portal access, open Portal link from the client menu and select Revoke Portal Access . The old link will stop working, and you can create a new link later if needed. Related articles Need help? Contact Dave support from inside the app."
  }
]