Learn Soffyt, one workflow at a time.
Follow illustrated walkthroughs for company setup, sales, job delivery, and customer communication. Start with the setup guide or choose the task you need to complete.
Choose a workflow
Getting started with Soffyt
A practical setup order for your company, your team, and your first connected job.
Customers & opportunities
Create a customer, open an opportunity, and keep sales follow-up attached to the right work.
Quotes, contracts & changes
Prepare pricing and documents, review the customer’s version, and manage changes after acceptance.
Projects & project flows
Review the sales handoff, configure reusable project flows, and manage tasks and responsibility.
Scheduling & service
Assign people and crews, request appointment confirmation, and track warranty or service work.
Payments & job costs
Understand invoices, payment collection, remaining balances, and the project’s cost worksheet.
Email & document connections
Set up personal or shared email, publish Google Docs templates, and understand what disconnecting does.
Company setup & team access
Manage company details, user access, job types, pipelines, fields, and record recovery.
Import your existing records
Prepare a file, match its fields, review duplicates, and check the results before moving the next batch.
Customer portal & sharing
Review portal access, control shared records, and check documents and payment actions before sharing.
Jobsite documentation & reports
Use Jobsite photos and checklists, then review reports with the right records, filters, and access.
Let’s get you to the right place.
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