Account Setup
Before you do anything else, fill out your Settings page. This is where your business info lives — it shows up on every quote and invoice you send.
Go to Settings
Click Settings in the left sidebar. Fill in your name, business name, phone number, address, trade/specialty, and license number.
Add Payment Methods
Scroll down to Payment Methods and add however you collect payments — Venmo, PayPal, Square, Zelle, Cash App, etc. Your customers will see Pay Now buttons on invoices and quotes.
Save Settings
Click Save Settings. The button will turn green and show ✓ Saved! to confirm it worked.
Add Customers
Add the customers you work with. You only need their name — phone and email are optional but required to send quotes and invoices to them.
Go to Customers
Click Customers in the sidebar, then click + Add Customer.
Fill in their info
Enter their first and last name, phone number, email address, and any notes about them. Phone and email are needed to send them quotes and invoices.
Quick-add during quoting
You can also add a new customer on the fly when creating a quote — click + New Customer inside the quote form without leaving the screen.
Create & Send a Quote
Quotes are the heart of Grarose. You can create a professional quote and send it to a customer in under 2 minutes.
Click + New Quote
From the Dashboard or Quotes page, click + New Quote.
Select the customer
Choose a customer from the dropdown or click + New Customer to add one on the spot.
Add line items
Type a description for each item — the Price Book will autocomplete items you've used before. Set quantity and price for each line.
Add tax if needed
Check the Add Tax box and enter your tax rate. Tax is calculated automatically on the total.
Send to Customer
Click Send to Customer. A panel opens with options to send via Text Message, Email, or Copy to Clipboard. The message is pre-filled with the quote details.
Quote statuses explained:
Create & Send an Invoice
Once a quote is approved, convert it to an invoice with one click — or create a new invoice from scratch.
Convert a Quote to Invoice
Open an approved quote, click 💰 Convert to Invoice. The invoice is created automatically with all the same line items and totals. You'll be taken to the Invoices page.
Or create a new Invoice
Click + New Invoice from the Invoices page and fill it in manually.
Send the Invoice
Open the invoice and click 📱 Send Invoice. Choose email or text. If you've added payment methods in Settings, Pay Now buttons will appear in the email.
Mark as Paid
Once your customer pays, open the invoice and click Mark as Paid. The invoice status turns green and your dashboard updates.
Invoice statuses explained:
Dashboard
Your dashboard gives you a real-time snapshot of your business at a glance.
Stat Cards
See Quotes Pending, Outstanding Invoices, This Period total, and Collected — toggle between Month and Year to Date.
Revenue Chart
Bar chart showing paid invoice revenue over the last 6 months. Fills in as you use the app.
Quotes vs Invoices
Line chart comparing quote and invoice volume — helps you see your pipeline activity over time.
Real-time Approvals
When a customer approves a quote, a notification pops up instantly — no refresh needed.
Quote Approvals
Every quote you send includes a unique approval link. Here's what the customer experience looks like.
Customer receives the quote
They get an email or text with the quote details and a green Review & Approve Quote button.
Customer signs
They click the link, review the full quote breakdown, type their full name as an e-signature, and click Approve Quote.
You get notified instantly
A notification pops up in your dashboard the moment they approve. The quote status changes to ✅ Approved. Their name, timestamp, and IP address are logged.
Price Book
Grarose learns your pricing automatically. Every time you add a line item to a quote, it's saved to your Price Book.
You can also manage your Price Book directly — go to Price Book in the sidebar to edit, delete, or review saved items and prices.
Job Schedule
Keep track of upcoming jobs in the Schedule page.
Add a Job
Click + Add Job, select the customer, add a description, and pick a date. Jobs show up in a weekly calendar view.
Mark Complete
When a job is done, mark it complete. Completed jobs feed into the Activity feed on your dashboard.
Payment Links
Grarose works with any payment method you already use — Venmo, PayPal, Square, Zelle, Cash App, or anything else with a link.
Add in Settings
Go to Settings → Payment Methods and click + Add Payment Method. Enter the name (e.g. Venmo) and your payment link or handle.
Appears on invoices automatically
Once saved, every invoice email you send will include green Pay via [Method] buttons at the bottom. Customers click and pay directly.
Tell us what you think.
You're using an early version of Grarose AIO. Your feedback directly shapes what we build next. Nothing is too small to mention — bugs, confusion, missing features, all of it helps.