Short guides for jobs, invoices, reviews, and your team — from the first request to the paid invoice.
Follow the green Get set up list. Then add your logo, bank details, and a few services. After that you can send your first invoice.
Create an account, log in, and set up your company.
Add clients, write quotes, list services, and put a request form on your website.
Create jobs, set visit times, start and finish work, and add notes or photos.
See how invoices are made, send them, and get paid with a bank QR code.
Ask clients for a Google review, automatically or by hand.
Invite managers, agents, and team leads, and set how contractors get paid.
Change your plan, brand invoices, edit emails, and log out.
Wait a minute. Check spam. Click “Resend code” or request a new reset. Reset links last 60 minutes. Reset a forgotten password →
Try “Continue with Google” again. If you see “Google sign-in is unavailable right now”, use email instead. How do I log in? →
Go to Settings → Workflow → Job statuses. Add or edit a status whose Workflow meaning is In progress. Start, complete, or cancel a job →
Assign an agent. Set a visit with the Visit Date card. Then click Complete. Start, complete, or cancel a job →
Add an email on the client profile. Then click Send via Email again. Send an invoice →
Add a valid IBAN in Banking details. Download the PDF again. Bank QR code →
You hit the seat limit, or a pending invite is holding a seat. Check Settings → Billing and Team. Invite a manager or agent →
In Settings → Integrations, the form must be Active and saved. Paste the current form code onto your website. Email or phone must stay required. Put a request form on my website →
Check your star rule and Google Place ID. Low scores stay private on purpose. How happy clients go to Google →
That feature needs a higher plan. Open Settings → Billing. The button stays visible on purpose. Change plan or open billing →
Software for small trades. Jobs, quotes, invoices, reviews, and optional contractor pay split.
No. You get 14 days of full Business features.
The language you see in Gatavo can be different from the language on invoices, quotes, and emails to clients.
Yes. Open the same website on a phone. There is no separate app. See How do I use Gatavo on a phone?
A field worker who runs a small crew. They see My Jobs and Analytics for that crew only.
Yes, when it is embedded. Copy Conversion tracking in Settings → Integrations. The direct link does not fire the event.
Contractors invoice under their own name and take a set percent. Most companies stay on Traditional.
Yes, if the job has services. You choose Draft or Paid.
No. You mark it approved and click Convert to Job.
No. Jobs are a list. You can filter them and switch between week and month.
Tell us what you were trying to do and what you saw instead — screenshots help.