Quickstart

💳 Stripe Setup

Flashquotes requires a connected Stripe account for handling payments and invoices.

Connect Stripe for Payments

Navigate to the Settings page.
Under General, find the Payment Gateway section.
Click Connect.
Follow the instructions to connect your existing Stripe account or create a new one.

Once connected, you will see a green indicator confirming that Stripe is successfully linked.

⚙️ General Settings

Add Locations

Locations represent the headquarters or warehouse where your resources and team are based.

Go to General Settings.
Click the + Add location button to add your locations.
Add as many locations as needed for your operation.

Locations will help in identifying which warehouse will be supporting an event, will be associated to your staff and resources, and can be used to build dynamic timelines so that your team always shows up on time.

Set Timeline Defaults

In General Settings, configure default timelines for key event stages like “Loading time” and “Setup time.”These defaults are used to generate dynamic event timelines for all your events.

Have a one-off event that needs a different timeline? No worries - you can change the timeline for any specific event as needed.

Brand Your App

Upload your logo and set a primary color in Branding Settings.

Your logo will appear on customer-facing pages like quotes and invoices.
The primary color personalizes your app’s buttons and icons.

🚛 Resources

Add core resources like coffee carts, bar carts, vans, and trailers to link them to events in the app. This unlocks awesome features like real-time availability and insights into resource utilization.

Add Resources

Resources like coffee carts, bar carts, vans, or trailers can be added in the Resources section.

Click + Add Resource.
Name and categorize the resource.
Assign it to a location and set its availability for events.

Missing a location when trying to add a resource? Just add your locations and they’ll become available for resource assignment.

👥 Staff

By adding your staff, you enable these team members to be linked to events throughout the application and help avoid double booking your staff for upcoming events.

Add Staff

Add your team members in the Staff section.

Assign roles (e.g., “Barista”) and locations.
Ensure contact information is complete for easy event coordination.

Missing a location when trying to add staff? Just add your locations and they’ll become available for staff assignment.

📋 Forms

Forms allow you to build custom and flexible experiences to collect important information from your customers. This is especially important when allowing your customers to book your services.

Configure Booking Form

Configure the form used to collect customer information during the booking process.

Go to Forms.
Click on the auto-generated New Booking Form.
Update, add or delete form questions as needed.
Customize settings like redirect URLs and payment schedules.

Remember to Publish your form once it’s ready.

For detailed information on configuring payment schedules, see our Payment Schedules guide.

Share or Embed Lead Intake Form

✅ Task Templates

Task templates are a powerful way to ensure your admin and event team are completing specific tasks for every event you book. This helps ensure your team doesn’t miss a beat in delivering a great event.

Add Admin Task Templates

In Task Settings, you can setup your Admin Task Templates. These tasks will be added to the Overview section of each event and will be clearly presented in the Events section. You can also include a Default Due Date for each task, to ensure they’re completed timely.

Have an event that requires a unique task? Just add or edit admin tasks in the Overview section of the event.

Add Event Brief Task Templates

In Task Settings, you can setup your Event Brief Task Templates. These tasks will be added to the Event brief section of each event and, most importantly, will be presented in the public event brief document to share with your event team.Each task can be put in a specific order and assigned to a section of the event brief (e.g. “Prep & Loading” or “Service”). This way, your event team can reference the event brief throughout working the event to make sure all tasks are complete.

Have an event that requires a unique task? Just add or edit event brief tasks in the Event brief section of your event.

Use Markdown in Tasks

Flashquotes uses a rich text editor (TipTap) for content formatting throughout the platform. This provides a user-friendly, visual editing experience similar to Google Docs or Microsoft Word.

Flashquotes does not support markdown syntax. Content is created and edited using the visual rich text editor interface.

Available Formatting Options

The rich text editor provides standard formatting tools:

Text Styling

Bold text - Use the bold button in the toolbar
Italic text - Use the italic button in the toolbar
Underlined text - Use the underline button in the toolbar

Lists and Structure

Bulleted lists
Numbered lists
Headings (H1, H2, H3)
Paragraphs with proper spacing

Links and Media

Hyperlinks - Select text and use the link button
Email links
Image insertion (where supported)

Where You’ll Use the Rich Text Editor

The rich text editor appears in several areas of Flashquotes:

Quote descriptions and notes
Email templates and content
Form instructions and help text
Invoice notes and terms

Tips for Best Results

Use the formatting toolbar buttons rather than trying to type markdown syntax
Preview your content before saving to ensure it displays correctly
Keep formatting simple and professional for customer-facing content
Use headings to organize longer content sections

If you’re familiar with markdown and prefer that workflow, the rich text editor may feel different initially. However, it provides better WYSIWYG editing for most users.

✨ Add-Ons

Use add-ons for all the extra services and customizations that your customers can add to their order beyond your basic service offering. These add-ons will be used throughout Flashquotes, including your quote line items, event details and event brief, invoice line items, etc.

Create Add-Ons

In Add-Ons Settings, create add-on services that customers can add to their order.

Click + Create Add-On.
Add a name, description, price type (e.g., “Flat Price” or “Per Guest”), and price for each add-on.

The price types are especially helpful in auto-calculating the appropriate add-on price as you’re preparing quotes for your customers.

📨 Email accounts

Use our Google Integration to send emails to your customers from your own email address. Go to Integration Settings in Flashquotes and click + Add account to get started.

🎯 Flashquotes AutoDraft

Save time with AutoDraft - automatically pre-build draft quotes from every lead. Set up AutoDraft →

📬 Send Your First Quote

Let’s walk through how to send a quote from Flashquotes

Create a Lead

Go to the Leads page.
Click on a Lead or create one by clicking + New Lead.

Create a Quote

From the Leads page, click + New Quote to create a new quote.
Input the Address, Service Location, Date and Time and click Create.
You’ll land on the quote editing screen. From here you can:

add line items, discounts, and taxes
add / edit details about the event service
customize the look of the quote view

Consider upgrading to Quote View V2 for a modern, conversion-optimized quote template that can boost your booking rates.

Send a Quote

When you’re ready to send it, click Send quote. You’ll need to choose one of your booking forms to link to the Book my event button.
Click Send. An email version of the Quote will be sent to the lead with a link to instantly book.
Sit back and wait for the bookings to roll in!

Get Started

Core Features