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.
Create your organization
Screenshot placeholder: this step will eventually highlight the corresponding product surface in SterlingMadi.
Add your first client
Screenshot placeholder: this step will eventually highlight the corresponding product surface in SterlingMadi.
Create a proposal
Screenshot placeholder: this step will eventually highlight the corresponding product surface in SterlingMadi.
Convert the opportunity into a contract or project
Screenshot placeholder: this step will eventually highlight the corresponding product surface in SterlingMadi.
Issue an invoice
Screenshot placeholder: this step will eventually highlight the corresponding product surface in SterlingMadi.
Record or collect payment
Screenshot placeholder: this step will eventually highlight the corresponding product surface in SterlingMadi.
Track project delivery and activity
Screenshot placeholder: this step will eventually highlight the corresponding product surface in SterlingMadi.