Getting Started with Tallie

New to Tallie? Start here to set up your account and learn the estimate-to-invoice workflow.

Quick Start

Configure your business profile, work categories, and markup preferences.

Learn your way around the Tallie dashboard and discover key features.

Create your first professional estimate using AI or manually, then learn how to turn it into a job and invoice.

Tallie follows a simple lifecycle that mirrors how trade work actually happens:

Estimate - Create an estimate (via AI chat or manually) and send it to your client for approval
Job - Once approved, create a job to schedule the work, assign crew, and track progress
Invoice - When the job is done, create an invoice and collect payment

You can also request deposits on estimates before work starts, and track change orders during a job to handle scope changes.