Stairkey
Guides/Video · Part 1

Make Stairkey yours: customize your workspace

Set up your company branding, reorder the sidebar, control dashboard cards by role, tailor your dropdown lists, and build your price book — so the app fits the way you work.

1:36

What you'll learn

  • Set your business name, logo, and tax rate so they flow onto every estimate, invoice, and client portal
  • Drag-and-drop the sidebar into the order your team works in, and pin the sections you use daily
  • Control which dashboard cards each role sees — and pin a custom view to one person
  • Tailor the dropdown lists across your account: statuses, lead sources, expense categories, and more
  • Add an item to your price book so it's one tap to drop onto any quote

Chapters

  • 0:00Intro
  • 0:10Company & branding
  • 0:27Reorder your sidebar
  • 0:41Dashboard cards by role
  • 0:55Custom lists
  • 1:11Your price book (catalog)
  • 1:28Recap
Keep going

Try it on your own jobs.

Every feature unlocked, first month free, no card required.

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