CANOPY CREATIONS
Welcome Aboard.
Let's Get You Set Up.
This takes about 5 minutes. We use this info to configure your custom tools exactly the way you need them.
Business
Branding
Services
Confirm
Business Information
Tell us about your business. This goes on your quotes, invoices, and portal.
Business Name *
Your Name *
Business Email *
Phone Number
Business Address
Industry *
Select industry...
Contractor / General Construction
Plumbing
Electrical
HVAC
Landscaping
Roofing
Painting
Cleaning Services
Other Trades
Other Service Business
Years in Business
Select...
Less than 1 year
1-3 years
3-5 years
5-10 years
10+ years
Brief Business Description
Please fill in all required fields.
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Branding & Preferences
This customizes how your tools look and feel to your clients.
Brand Color
Used on quotes, invoices, and your portal header
Preferred Quote Style
Professional (Dark theme)
Clean (Light theme)
Bold (High contrast)
Payment Terms
Due on Receipt
Net 15
Net 30
50% Upfront
Custom
Default Quote Notes / Footer
Tax Rate (%)
Leave 0 if not applicable
Default Markup (%)
Applied to materials by default
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Services & Tools
Which tools do you want included in your setup?
📋 Quote & Invoice Tool
🛠 Job Management Portal
📱 SMS Notifications
🤖 AI Quote Drafting
✉ Automated Follow-ups
💳 Payment Links
🧮 Estimate Calculator Widget
🌐 Custom Domain
Anything Specific You Need?
How Did You Find Us?
Select...
Google Search
Facebook / Social Media
Word of Mouth
Referral from Another Business
Canopy Creations Website
Other
Preferred Contact Method
Email
Phone Call
Text Message
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Confirm & Submit
Review your info below then submit. We'll reach out within 24 hours to get you live.
Submission failed. Please try again or email
[email protected]
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✅
You're In!
We received your onboarding info and will have your tools ready within 48 hours. Here's what happens next:
1
We review your info and configure your custom setup
2
You receive a welcome email with your portal link and PIN
3
We schedule a 15-minute walkthrough call
4
You go live and start sending professional quotes