Getting started with nudge
You set nudge up once on the web, then quote from your iPhone or iPad at the customer's door, or from the portal at your desk. One account, the same data everywhere.
Create your account
- Choose Get started on this site. Continue with Apple, continue with Google, or enter your email and we’ll send you a six-digit code. There is no password, and no separate sign-up: the same button signs you in every time after.
- Tell us your business name and where you work. Your location sets your default sales tax and the time zone your quotes expire in.
- Pick Solo or Team and start your 14-day free trial at checkout. Cancel before the trial ends and you won’t be charged. See pricing for plans.
- Get the nudge app on your iPhone or iPad and sign in the same way you did here — the same Apple or Google button, or the same email. Everything you set up on the web is already there.
Where things live
- In the app, Home, Quotes, Customers and Products sit in the bar along the bottom. Your profile and every setting are under Account.
- On the web, sign in at app.nudgequote.app. Quotes, Products, Customers and Documents are in the sidebar, with your settings underneath.
Settings have the same names in both places, so when these guides say Settings → Payments, that’s Account → Payments in the app and Payments in the portal’s sidebar.
The setup checklist
Until setup is done, a short Let’s get started checklist sits at the top of Home in the app, and at the foot of the sidebar on the web. It always leads with your next step and its one button. Everything else is listed underneath, and each step ticks itself off the moment you finish it.
Add your branding
Your logo and colors, on every quote you send.
- Get paid through the quote
- Invite your team
- Terms & conditions
Add your terms & conditions
What your client agrees to when they sign. This is the one required step: no quote can go out until your terms are set. Upload the PDF or Word file you already have, write your own, or start from a template. More on terms.
Add your branding
Your logo and colors, on every quote you send: the signing page, the signed PDF, receipts, and the link card your customer sees in their texts. More on branding.
Get paid through the quote
Connect Stripe so clients pay online the moment they sign — card or bank transfer, with a deposit if you want one. Or choose I’ll collect payment myself and record cash, checks and transfers on each quote. Either one completes the step. While Stripe checks your details the step reads Waiting on Stripe: usually minutes, sometimes a day or two, and there’s nothing more for you to do. Only the owner can set up payments. More on getting paid.
Invite your team
Team and Enterprise plans only. The step is done as soon as an invite is out — you don’t have to wait for them to accept. More on teams.
Get the nudge app
On the web the checklist has one more row: a code to scan with your iPhone’s camera. Choose I already have the app once you do.
Finishing your profile
Teammates who join an existing business get their own, shorter checklist: their name (the “prepared by” line on every quote they send) and their phone number, which is shown on their quotes too.
You’re ready to quote
When the last step ticks, the checklist folds into a ready card. It stays until your first quote is out, and you can swipe it away in the app.
Next: build your first quote.