Getting started
Measure now and finish setup later
Understand what is available while your account is still being set up.
Before you start
Use an individual login. You do not need to finish uploading your branding while standing at a trade show.
Follow these steps
If you are on the signup payment step, select Open the map, finish this later.
Open Map and locate a property. You can start exploring and measuring while setup is incomplete.
Read the property's current hold message. Finish your own prices and buy credits when you are ready to unlock paid output.
Return through Menu → Getting set up. Complete the named missing fields in the linked settings screens.
After setup, visit Queue & Batches and deliberately release the setup-era properties you actually want mailed.
You can explore without mistaking unfinished setup for permission to send customer-facing output.
If something looks wrong
- A preview or delivery is blocked? Complete the requirements listed for that action.
- Branding is complete but mail still waits? Check Waiting for your release. Finishing branding does not release those pieces automatically.
RELATED WALKTHROUGH
Your first steps in QwikQuote
A narrated overview of this workflow using actual app screens and demo data. The written steps above cover this article’s specific task.
Synthetic voice narration. Captions are included in the video; an English caption track is also available.
Read the video transcript
Start with the menu
Open the menu in the top left. Prospecting is where you find houses. Leads is where you follow up responses. Delivery is where you review mail.
Finish at your pace
Getting set up shows the remaining account requirements. You can open the map before branding is finished. Customer-facing output can still wait for pricing, credits and delivery setup.
Read the next action
Home summarizes the work waiting on your account. A held piece is different from one that is ready, and neither means the homeowner has received it.
Return when you need help
Use Company settings for your business details and tools. Each teammate should use their own login. The written guides explain the individual steps in more detail.