Getting started with Foreman
Set up your account and send your first real quote the same day.
Want the long version? Read the full first-week guideForeman runs your whole job from your phone — leads, quotes, scheduling, invoices and getting paid. Here’s the fastest path to something useful.
Your first 10 minutes
- Start your free 14-day trial — you add a card at signup and are not charged until it ends.
- Finish the short setup wizard: your business, your services, payments, your business number.
- Add your first customer (a name and a phone number is enough).
- Build a quote from your price book and send it — your customer approves it and books their own time slot.
The four things worth finishing
The end of the setup wizard — and the top of Settings — shows the same short list of anything still open, with what happens if you skip it. There are only four possible items.
- Take card payments — until you connect Stripe, nobody can pay you online.
- Claim your text number — until you do, texts to your business go nowhere.
- Fill your price book — otherwise every quote starts from a blank line.
- Add your crew — only needed if someone else works for you. Working alone? Leave it.
Today
Today is your home screen. It isn’t charts — it’s a short “needs you” list ordered by money: overdue invoices, finished work you never billed, jobs with no date, quotes going cold, and new leads. You act right on the card, and there’s an Undo for about six seconds if you tap the wrong thing.
The rest of the app is four more places: Schedule (your day and week), Money (what you’re owed and how the business is doing), Messages (every text and email thread in one inbox), and Customers. Price book, Team and Settings live in the quieter “Set up once” group.