Get started guide

A simple onboarding path from first client to paid invoice

The product tour is designed for operators who want to see how SterlingMadi supports a service business lifecycle without unnecessary accounting complexity.

1

Create your organization

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2

Add your first client

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3

Create a proposal

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4

Convert the opportunity into a contract or project

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5

Issue an invoice

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6

Record or collect payment

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7

Track project delivery and activity

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