Help Center
Find answers to common questions, learn how to use ZippyPro's features, and get the help you need.
Getting Started
Account Setup
Create your account, configure your business profile, invite team members, and set up your subscription.
Managing Contacts
Add and organize leads, customers, and vendors in the CRM. Use tags, notes, and pipeline stages to stay organized.
Estimates & Invoices
Create professional estimates, send them for digital signature, and turn accepted estimates into invoices.
Scheduling
Schedule jobs, assign crew members, and manage your calendar. Calendar sync is coming soon.
Crew Portal
Set up your crew portal, configure PIN login, manage permissions, and track crew activity.
Settings & Integrations
Manage billing, team permissions, and MFA. Integrations such as QuickBooks are coming soon.
Frequently Asked Questions
How do I reset my password?
Click "Forgot Password" on the login page at zippypro.app/login. You'll receive an email with a reset link. If you don't see it, check your spam folder.
Can I import my existing data?
Yes. ZippyPro supports CSV import for contacts, jobs, invoice history, and price books. Use Import CSV on the Customers page (choose clients, jobs, or invoice history), or Import price book CSV on the Estimates page.
How do I invite team members?
Go to Settings > Team. Click "Invite Member" and enter their email address. They'll receive an invitation to create their account. You choose what each person can see and do.
How does billing work?
ZippyPro is one plan, billed monthly or annually through Stripe. The 14-day trial needs no card. Add office users or cancel from Settings > Billing.
Is my data backed up?
Yes. Your data is backed up automatically every night and encrypted at rest and in transit. You can export your data from Settings > Data Export.
How do I connect QuickBooks?
QuickBooks sync is coming soon. Until then, you can export invoices and payments from ZippyPro and bring them into QuickBooks.
Still Need Help?
Can't find what you're looking for? Reach out to our support team.
We typically respond within one business day.