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Getting Started & Onboarding
New to Cooledge? Start here to learn the basics.
Using the Calendar
Master calendar views and schedule management.
Creating Bookings
Schedule work with drag-and-drop or the create button.
Understanding Jobs
Learn how jobs work from quote to completion.
Creating Invoices
Bill customers with job-linked or standalone invoices.
Automated Reviews
Set up automated review collection and boost your reputation.
Browse by Category
Quoting System
Create and manage quotes
Customer Communication
Unified inbox, SMS and email messaging, follow-ups and reminders
System Types
Configure system-specific quoting options
Jobs
Manage customer work from quote to completion
Integrations
Connect with other platforms
Calendar & Scheduling
Manage bookings and your schedule
Invoices & Payments
Bill customers and manage payments
Price List & Materials
Manage pricing and inventory
Purchases
Track expenses, purchase orders, supplier bills and job profit
Lead Capture
Forms, landing pages, and chat widgets to capture leads
Customers
Manage your customer database
Getting Started
Learn the basics of using Cooledge
Marketing
Email & SMS campaigns, automated reminders, and smart lists
Mobile App
Using Cooledge on your phone
Billing & Subscriptions
Manage your account and payments
Reviews & Reputation
Collect reviews and build your online reputation
Supplier Ordering
Order materials from accepted quotes
Leads Marketplace
Access and manage leads
Settings
Configure your business preferences
Support
Get help when you need it
Still need help?
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