Getting started

27 October 2026

Add your team and choose what each person can see

The Team page Click Team in the left menu. The page is called Team Management and lists everyone in your business with their conta...

27 October 2026

Build your Price Book

Open the Price Book Click Price Book in the left menu. It has two tabs: Items and Categories. Click a column heading such as ID or...

27 October 2026

Import your customers

1. Prepare your file Export your customers from your old software or spreadsheet as a CSV file. The first row must hold the column...

27 October 2026

Set up your business in the first hour

Start from the Getting Started List The list sits near the top of your Dashboard. Click + next to Set up to open it. The percentag...

27 October 2026

Using BizBaby on your phone

Open BizBaby on your phone Open your phone's browser and go to the BizBaby sign-in page. Sign in with the same email and password...

27 October 2026

Your dashboard and the Getting Started List

What's on the dashboard Which cards you see depends on your plan and your access. CardWhat it countsIts button JobsNew requests in...

Account and billing

AI

Automations and notifications

Customers

Integrations

Marketing

Payments

Phone and texting

Requests, quotes, jobs and invoices

Scheduling and dispatch

Troubleshooting

Vehicles and operations

Website and online booking