
Quick Start Guide
Test StanleySync in about 10 minutes.
1. Start with a quote
Open the public quote form and enter a realistic service request.
2. Log in
Use the demo account provided by the StanleySync owner.
3. Review the quote
Open Quotes, inspect the detail page, and check the original intake answers.
4. Convert to job
Use the conversion action to create a WorkFlow job.
5. Create invoice
Open the invoice area and create or review an invoice.
6. Export PDFs
Export quote, work order, and invoice PDFs and review the first impression.