Use a trade starter kit and estimate templates Pick your trade to load a price book, estimate templates, a request form and defaults, then save your own templates. Estimates Setup Starter Kits

Install Fee-Lion on your phone Add Fee-Lion to your home screen from Safari or Chrome, then use the quick-actions sheet and shortcuts on site. Getting started Phone App Setup

A ⌘K command palette cheat sheet Every move you'll actually use from ⌘K — 'pay INV-204', 'create invoice for Acme', jump to a client — on one quick-reference page. Command Palette Productivity Setup

What to Bring When You Migrate Billing Tools A simple packing list for switching to Fee-Lion: which client, invoice, and history files to export from your old app so the import goes smoothly. Data Import Migration Setup

Coming from Bonsai to Fee-Lion Used Bonsai for proposals and invoices? Here's how the same freelancer workflow lands in Fee-Lion — estimates, projects, time, and card payments straight into your own Stripe. Getting started Migration Setup

Moving from FreshBooks to Fee-Lion Leaving FreshBooks? Bring your clients and invoices over, and see how estimating, time tracking, and getting paid work the Fee-Lion way. Data Import Migration Setup

Switching from HoneyBook to Fee-Lion Coming from HoneyBook? Here's how the same jobs — proposals, contracts-style approvals, payments — map to estimates, the magic-link portal, and your own Stripe. Getting started Migration Setup

Set Up Time Tracking From Scratch Get your rates and projects ready so every tracked hour is ready to bill. Billing Setup Time Tracking

Tidy Up After Importing From Another App What to check and fix once your contacts and invoices land from your old tool. Data Import Migration Setup

Your Fee-Lion Go-Live Checklist The handful of settings to lock in before you send your first real estimate or invoice. Getting started Setup Stripe