Overview
The fastest path to a fully working account is setup first, then estimating. Complete Business Settings, import your component catalog, and configure fence templates — after that you can run the full workflow from quote to invoice.
Where in the app: Dashboard · Business Settings
Recommended setup path
Create account → Business Settings → Smart Import → Fence templates → First estimate
| Step | Guide |
|---|---|
| 1. Sign up | Create your account |
| 2. Configure business | Onboarding checklist · Business Settings walkthrough |
| 3. Invite team | Invite your team |
| 4. Import catalog | Smart Import Tool |
| 5. Fence templates | My Fences · Fence templates |
| 6. First quote | Your first estimate |
Phase 1: Business Settings
Fill out everything your business needs under Business Settings:
| Area | Guide |
|---|---|
| Company Info | Company info |
| Manage Team | Team members |
| Sales Tax | Sales tax |
| Default Values | Default settings |
| Integrations & Add-ons | Integrations |
Phase 2: Import components
Use the Smart Import Tool to bring in your parts catalog with pricing.
Open: Smart Import
Phase 3: Fence templates
Create reusable templates in My Fences so estimates use your real assemblies, heights, and pricing rules.
Open: My Fences
You're ready
Once those phases are done, Dirt Face is ready for daily use:
- Fence estimate workflow — quote through job conversion
- Sales workflow — invoicing and payments
Field crews: Mobile and tablet · Crew Portal
Problems during setup? Troubleshooting
Tip: Use the ? help icon in the app header on any screen for contextual guides.
Need pre-sales info?
Pricing, plans, and trial details live on our FAQ page.