Quick start
Set up your shop and send your first quote in six steps.
Updated
Every shop starts on the Free plan, with no time limit. You can send your first quote the same day you sign up.
Before you begin
- Your company name and logo.
- A list of the products and services you sell, with prices.
- The names and email addresses of your team.
1. Sign up and name your shop
Create your account on the sign up page, then enter your company details. rastr puts the shop on the Free plan and takes you to the app.
2. Fill in company settings
Open Company Settings. The tabs cover your company details, media, printers and cutters, the document settings and integrations. Add your taxes, shipping methods and payment methods so they are ready to pick on a quote.
3. Add your products
Open Products and add what you sell, with a price. If you use printers, cutters or cutting methods, add those in settings first and link them to the products they run on.
4. Add your team
Open Users and add your people, each with an email address and a starting password. Each person has a role, Admin, Manager or Member, that decides what they can open. Your plan sets how many active users you can have. See Plans and limits.
5. Set up the job board
Open Company Settings, then Other Settings, and check the job board columns. A new shop starts with Pre-press, In Progress and Completed. Rename or recolor them and add more to match how work moves through your shop, and pick the done column.
6. Send your first quote
Open Quotes, add a customer and your products, and send the quote. The quote guide covers each step.
Optional
- QuickBooks: keep your books in step. Needs the Business plan.
- Mobile apps: get rastr on your phone or tablet.