Getting started with FSMsync

01Create your account

• Go to app.fsmsync.com/register
• Fill in your business name, your first and last name, email, and a password (at least 8 characters)
• Check the box agreeing to the Terms of Service and Privacy Policy, then click Start Free Trial

14-day free trial. No credit card needed to start.

02Fill in your company profile

• Open Settings → Company Profile
• Add your phone, address, and timezone
• Set your default labor rate ($/hr) — that's what tracked job time gets billed at

03Add your logo and license info

• Open Settings → Branding & Documents
• Upload your company logo
• Fill in License (e.g. "Master Plumber Lic. #M-12345") — it prints under your company name on estimates and invoices
• Fill in Document footer with any required licensing-board or business language — it prints at the bottom of every estimate and invoice

04Set up your service types

• Open Settings → Service Types
• Add the jobs you do (drain cleaning, water heater install, seasonal tune-up…) with a default duration and rate for each

This makes scheduling and estimates one-click later.

05Connect your Google Calendar

• Open Settings → Calendar → Connect Google Calendar and sign in with your Google account

Your jobs show up on the calendar you already live in, automatically.

06Get paid — card payments run through your Square account

• Open Settings → Payments → Connect Square and approve access on Square's page
• Card money settles straight to your Square account — FSMsync never touches it
• Don't have Square? A free account at squareup.com takes about five minutes

Once connected you can send any customer a secure pay-by-card link right from the invoice (Record Payment → Send Pay Link — they pay from their phone), key in a card over the phone, or keep a card on file for repeat customers.

Cash and check need zero setup — record them right on the invoice.

07Knock out the dashboard checklist

Back on the dashboard there's a setup checklist: add a customer → schedule a job → set rates → send an invoice. Do those in order and you've got the whole workflow down.

08Put it on your phone

• Android: FSMsync is on the Google Play Store — install it and sign in with the same email and password
• iPhone: open app.fsmsync.com in Safari and sign in, then tap Share → "Add to Home Screen" so it opens like an app. A native iPhone app is in the works.

09Use QuickBooks?

• FSMsync syncs customers, invoices, and payments straight into QuickBooks Online — connect it in Settings → QuickBooks

Want a hand the first time? Email support@fsmsync.com and we'll walk through your first sync with you.

10Bringing unpaid invoices from your old system?

You can import your outstanding balances into FSMsync so you can track and collect everything in one place — and once your Square is connected, you can send pay-by-card links on the old ones too.

Have your list handy (spreadsheet, QuickBooks, whatever) and email support@fsmsync.com — we'll knock it out together. Same goes for your customer list: send a spreadsheet and we'll help you import it.