Help
Help, notes and handy tips
Find a guide in English, Hindi or Gujarati, keep notes from site visits, and pick up a few habits that save time.
2 min read · 3 steps
Step 1
Find a guide or ask us
Help is inside the app. Search, switch the language, or message us on WhatsApp.
- 1Open the menu, then “Help”
- 2Type what you need, like “GST” or “logo”
- 3Tap “WhatsApp” at the bottom to ask us
Step 2
Keep notes
Write down measurements, calls and follow-ups. Type @ and a client's name to tag them; the note then shows on that client's page.
- 1Open the menu, then “Notes”
- 2Tap “New note”
- 3Type @ to tag a client
Step 3
Tips that save time
A few habits most owners pick up in the first week.
- 1Set your rates once in Products & services; quotes then fill in by themselves
- 2Start quotes from a client's page so the client and GST are already set
- 3Use a payment schedule so the advance is asked for the moment a client accepts
- 4Switch on email reminders and stop chasing payments by hand
Common questions
How do I contact Quotera?
On WhatsApp from the Help page, or by email at connect@quotera.in.
Is my data private?
Yes. Only you see your business, clients and documents. Clients see only the documents you send them.