User Guides

Learn Listo

Step-by-step guides for every part of Listo — from your first login to advanced routing, invoicing, and team management.

Getting Started

Creating Your Account & Setting Up Your Business

4 min Owners

Getting Started

Touring Your Dashboard

Understand your metric cards, quick actions, charts, and daily to-dos at a glance.

3 min Owners & Admins

Getting Started

Inviting Users & Building Teams

Invite your staff with the right roles, then organize crews into teams with services, capacity, and start locations.

5 min Owners & Admins

Clients & Services

Managing Clients

Add or import clients, track notes and service rates, set preferred days, and pause or resume service.

6 min Owners & Admins

Clients & Services

Building Your Services Catalog

Define the services you offer with default pricing and durations so quotes and jobs fill themselves in.

2 min Owners & Admins

Quotes & Scheduling

Creating & Sending Quotes

Build professional quotes, send them for one-click approval, and convert wins into scheduled jobs.

5 min Owners, Admins & Dispatchers

Quotes & Scheduling

Scheduling Jobs & Recurring Work

Create one-off and recurring jobs, work the calendar, and let auto-assignment fill your schedule.

6 min Owners, Admins & Dispatchers

Routing & Field Teams

Optimizing Daily Routes

Cut drive time with one-click route optimization, drag-and-drop reordering, and live team locations.

4 min Owners, Admins & Dispatchers

Routing & Field Teams

Choosing Your Routing Preferences

Pick the preset and scheduling mode that match how your business runs — dense city routes, suburbs, or spread-out rural work.

4 min Owners

Routing & Field Teams

The Mobile App for Field Crews

How your crew sees their day, checks in and out, adds photos and notes, and completes jobs from their phone.

5 min Field Workers

Routing & Field Teams

Tracking Time with Timesheets

Clock in and out from the field, then review and approve hours from the office.

3 min Everyone

Billing & Payments

Setting Up Online Payments

Connect Stripe, collect cards on file, enable autopay, and sync your books with QuickBooks.

4 min Owners

Billing & Payments

Invoicing & Getting Paid

Create and send invoices, chase overdue balances with smart reminders, charge cards on file, and handle refunds.

5 min Owners, Admins & Accounting

Billing & Payments

Reading Your Reports

Use the Reports tabs to track revenue, job throughput, quote win rates, and outstanding balances.

3 min Owners & Admins

Settings & Customization

Customizing Your Branding

Add your logo and brand colors so quotes, invoices, and the client portal look like your company — not ours.

2 min Owners

Settings & Customization

Business Hours, Holidays & Taxes

Set your working days, mark company days off, and configure automatic tax on every quote and invoice.

3 min Owners

Client Experience

The Client Portal: What Your Customers See

How clients sign in with a one-time code, pay invoices, approve quotes, request service, and manage autopay.

5 min Owners & Admins

Still Need a Hand?

Our team is happy to walk you through anything — reach out and we'll get you set up.

Contact Support

Support hours: Mon–Fri 9AM–6PM EST • Sat 9AM–4PM EST