Quotespan

Onboarding tour

A guided three-step path: pick an industry, clone a starter template, build your first quote.

On first login Quotespan walks you through a short onboarding flow so you have something to share by the end of it.

  1. Splash screen — a quick welcome and the option to skip if you already know what you are doing.
  2. Industry picker — choose the trade closest to your business (fencing, landscaping, plumbing, roofing, painting, pool service and more).
  3. Starter template — pick a sub-category and we clone a working pricing template into your account.
  4. First quote — open the quote builder in demo mode (URL flag `?demo=1`) so we can walk you through dimensions and required categories.
  5. Share — copy the public form link or website embed code, and you are done.

Your progress is tracked on your user record. You can reset it during development from the route /onboarding/reset.