ProfitTrackr Logo ProfitTrackr

Quick Start Guide

Get started with ProfitTrakr in just 5 minutes

1 Sign Up
2 Add Client
3 Create Job
4 Track Profit
Total time: 5 minutes • No credit card required
1

Create Your Free Account

30 seconds

Sign up with just your email and password. No credit card needed for the 14-day free trial.

Full access to all features
Unlimited jobs and expenses
Professional invoicing
Cancel anytime

What you'll need:

  • • Email address
  • • Secure password
  • • 30 seconds of your time
Start Free Trial →
2

Add Your First Client

1 minute

Start by adding a client you're currently working with or planning to work with.

Simple client information:

ABC Construction Inc.
contact@abcconstruction.com
(555) 123-4567
123 Business St, City, ST 12345

💡 Pro Tips:

  • Use consistent naming for easy searching
  • Keep email addresses current for invoicing
  • Add notes about special requirements
  • You can always edit information later
3

Create Your First Job

2 minutes

Add a project you're working on. This is where all your expenses and income will be tracked.

Job details example:

Kitchen Renovation - Smith House
ABC Construction Inc.
Complete kitchen remodel including cabinets, countertops, and flooring
Active
$15,000

🎯 Why Job Tracking Matters:

  • • See profit margin per project
  • • Compare estimated vs actual costs
  • • Price future jobs more accurately
  • • Track which types of work are most profitable

✨ Job Status Options:

Pending: Quoted but not started
Active: Currently working
Completed: Work finished
4

Start Tracking Expenses & Income

1-2 minutes

Add your first expense and income to see your profit calculations come to life.

Add Your First Expense

Kitchen Cabinets
$3,500 • Materials • Tax Deductible
Linked to: Kitchen Renovation job
Upload receipt photo

Record Your First Payment

Kitchen Renovation - Deposit
$5,000 • Received • Check Payment
Linked to: Kitchen Renovation job
Payment status tracked

🎉 Your Real-Time Profit Dashboard

$5,000
Total Revenue
$3,500
Total Expenses
$1,500
Net Profit
30%
Profit Margin
Updates automatically as you add more expenses and income!

🚀 You're All Set! What's Next?

Daily Habit

Enter expenses daily and upload receipts immediately

Weekly Review

Check your dashboard and job profitability every week

Create Invoices

Generate professional invoices and get paid faster

Start Your Free Trial Now

14-day free trial • No credit card required • Setup takes 5 minutes

Need Help Getting Started?

We're here to help you succeed with ProfitTrakr

View FAQ Email Support

Response time: 24-48 hours • Business hours: Mon-Fri, 9 AM - 5 PM PST