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Resources/Getting started

Getting started

Getting started with ECHOPS

What to do on day one, in your first week and in your first month, from sign-up to your first reports.

Your first month

Day 1, week 1, month 1

Day 1

Sign up and bring your team in

  • Start your 14-day free trial. There’s no credit card to enter.
  • Your workspace is ready in minutes, at its own address: yourcompany.echops.com.
  • Add your logo, phone, address and license number under Settings → Company & branding. They print on your quotes.
  • Invite your team under Team → Add someone, with their email and role (owner, admin, member or viewer). They join on their first sign-in.
  • There are no passwords: people sign in with an email link or a passkey. You can require 2-step sign-in for everyone.
  • On your phone, open ECHOPS in the browser, add it to your home screen and turn on alerts.

Week 1

Move your data in and set things up

  • Import your leads, price book and past jobs from CSV files. You check a preview before anything is saved.
  • If you use phone & texts, set who rings, the cell forward, greetings and recording in the Phone settings.
  • Each person connects their own Google Calendar or Outlook calendar, so appointments go out and busy times come back in.
  • In the Calendar settings, add your appointment types (color, length, questions), the company’s hours, the online booking page and the estimate team.
  • Try the on-site kitchen and bath estimate questions on a test deal: answer them, add photos and draw the layout.
  • Decide how you take payments: a payment plan by stage (deposit, progress, balance) or lender financing. ECHOPS makes the job’s invoices from the payment plan.
  • Look at the client and crew portals. Clients and crews sign in with a link and a 6-digit code (no password), and the crew portal comes in English or Spanish.
  • On Crew and Company, review Automations → Built-in: see when each one last ran and pause the ones you don’t want.

Month 1

Read the numbers and teach the system how you work

  • Open Reports: profit per job, sales, materials, labor and marketing by lead source, each with a CSV download.
  • Make your own automation rules (Crew and Company): up to 4 steps each, like a bell, an email, a text to the client, a signed webhook or a survey. Test each rule, then turn it on.
  • Write Knowledge Base articles or add files, so ECHO answers questions about how your company works.
  • Build training modules with a video, notes and a quiz, and assign them with a due date.
  • Keep the How-to Guide close: it’s inside ECHOPS, always open, and published on the help center.

Setup

Do it yourself, or have help

Set it up yourself

There’s no setup fee. Leads, past jobs and the price book import from CSV with a preview first, and the How-to Guide walks through each section step by step.

White-glove setup

$499 once, and free with a Company plan paid yearly. The ECHOPS team helps you move your data in and set up your workspace. Ask about it.

Imports

What you can bring with you

What you bring
How it comes in
Leads
From a CSV file. With an ID column, importing the file again updates those leads instead of adding them twice.
Past jobs
Won and lost jobs from a CSV file go into the Archive, searchable and restorable.
Service tickets
Old tickets from a CSV file, matched to the job by its number, the client’s phone or email, or the name.
Time sheets
Hours from a CSV file, for payroll (payroll is in Company).
Price book
Download it as CSV, change it in your spreadsheet and import it. The preview lists every change before anything is saved.
Files
Photos and documents go on each project, in folders.

Coming from another tool? Read switching to ECHOPS.

After the trial

Pick a plan or take your data

$149/mo

Solo, 3 users

$299/mo

Crew, 8 users

$599/mo

Company, 20 users

When the 14 days are up, the workspace turns read-only: you can still see everything and download your leads, contacts, deals and quotes as CSV files. Pick a plan within 30 days to pick up where you left off; after that, the trial workspace and its data are deleted. Extra users are $25 a month, and paying yearly costs 10 months. See the pricing page for everything in each plan.

Questions

Getting started questions

Do I need a credit card to start?

No. The trial is 14 days and asks for no card.

How long until I can use it?

Your workspace is ready in minutes, at yourcompany.echops.com.

Can I bring my leads and my prices?

Yes. Leads, past jobs, service tickets, time sheets and your price book import from CSV files. Leads, past jobs and the price book show a preview before anything is saved.

Is there a setup fee?

No. White-glove setup is optional: $499 once, free with a Company plan paid yearly.

What happens when the trial ends?

The workspace turns read-only, so you can still download your leads, contacts, deals and quotes as CSV files. Pick a plan within 30 days and you pick up where you left off; after 30 days, the trial workspace and its data are deleted.

Is there a phone app?

ECHOPS runs in the browser on any phone or tablet, sends notifications and can be added to your home screen. An iPhone app is on the way.

Can clients pay by card online?

Yes. Connect your own Stripe account in Settings, and clients pay invoice links by card, Apple Pay, Google Pay or ACH.

Where do I get help?

In the How-to Guide inside ECHOPS (also on the help center), from Ask ECHO at the top right, or from the ECHOPS team at info@echops.com.

Keep going

Where to next

Switching from another tool

What moves over and how, if you’re coming from other software.

Read the switch guide →

Help center

The How-to Guide from inside ECHOPS, section by section.

Open the help center →

Pricing

Solo, Crew and Company, with what each includes.

See pricing →

Your next job,
from one place

Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.

Start free trialBook a demo

Special price: your first 2 months from $49/mo. Limited spots, so sign up today.