Onboarding
Set up your Smartify Pro account — choose your path as a new business owner or join an existing team.
After your first login, the onboarding wizard guides you through setting up your account. Your path depends on whether you're starting a new business or joining an existing one.
For a complete walkthrough of the entire setup process (signup through onboarding), see Getting Started.
New Business Setup
Detailed reference for each onboarding step — partnership type, company details, categories, brands, and locations.
Join an Existing Team
Join a colleague's existing Smartify Pro organization using their org ID.
You can skip onboarding by clicking Try for Free at any step. You'll get a 7-day trial with up to 10 estimates and 2 free leads. Complete onboarding later to unlock the full platform.