Setting Up Your Account

Getting started with Missing Toolkit: Estimates takes just a few minutes. This guide walks you through creating your account and getting your workspace ready.

Creating Your Account

1. Visit the Missing Toolkit: Estimates app and click Get Started
2. On the login page, click Sign up to create a new account
3. Enter your name, email address, and create a password
4. Click Create account to submit
5. You'll receive a verification email — click the link to verify your account

A team is automatically created for you when you sign up. You can rename it and invite team members later from your team settings.

Onboarding

After creating your account, you'll be guided through a short onboarding process:

1. Select your industry — choose the industry that best describes your business (e.g., Roofing, HVAC, Plumbing, General Construction, etc.)
2. Optionally provide your website URL
3. Click Generate Sample Estimates to have Missing Toolkit: Estimates create sample estimates tailored to your industry, or click Skip for now to go straight to your dashboard

If you choose to generate sample estimates, Missing Toolkit: Estimates will create them in the background. This usually takes about 15 seconds.

Your Dashboard

After onboarding, you'll land on your dashboard. From here you can:

• See your most recent estimate version at a glance
• View your recent estimates
• Check the status of your QuickBooks Online connection
• Access the documentation

Managing Your Team

To manage your team, go to your team settings where you can:

• Rename your team — update the team name to match your business
• Invite team members — send email invitations to colleagues
• Manage members — view and remove team members
• Connect integrations — set up QuickBooks Online

You're all set! Head to the Quick Start Guide to create your first estimate.