Help & FAQ

New to OPSBLEND²? Watch the full training walkthrough (3:35): log in, create a quote, email it and set the appointment, check the daily and monthly schedule, tour the Customers CRM, create an invoice, and run bookkeeping reports — step by step, at a pace you can follow.

From your workspace, open Jobs and tap New Job. Enter the customer, add your services, set the price and tax, then save. Use Send Quote to email it to the customer.

Your customer replies to the quote email to accept. Open the job, record their answer under Customer response — Accepted — then confirm the job to put it on the schedule.

Open the job, set the appointment date and start time, and set the service time in minutes. You can also type an estimated time to completion on the quote in your own words — like "2 days" — and your customer sees it on their quote. Switch to the Schedule tab to see it on the calendar.

Go to Connections and paste your own payment link from any provider (Square, PayPal, QuickBooks, Stripe — whatever you already use). That link appears on every invoice, so customers can pay you directly.

Open the Invoices tab and create the invoice from the job. Print it or share it with your customer — your branding and your payment link are on it — then tap Mark sent to track it.

Business Setup walks you through it: your business name, contact info, trade, and services. Your logo and business name appear on quotes, invoices, and emails automatically.

Passwords expire every 90 days to keep your account safe. We warn you 20 days ahead, and you can change it anytime from the password page — or tap Change password on the warning banner.