Running an agency account

Start an agency from Settings → Start an agency. You get a 14-day trial with no card.

• Clients: add a client business with their trade’s template. You land straight in their dashboard to set it up.
• Who pays: for each client, choose whether you pay (included in your agency plan) or they pay for their own plan.
• Branding: add your logo, name and colour. While your plan is live, your clients see your brand instead of ours, and their estimators don’t say “Powered by”.
• Team: invite your staff. They can work in every client.
• Billing: one plan covers 10 clients you pay for, then a small amount per extra client.

When a client wants to go it alone, hand their business over once they have their own owner.