How to create your first quote
Step-by-step guide to creating professional quotes and sending them to clients
How can we help you?
Search our knowledge base or browse categories below to find answers to your questions
Browse by Category
Find quick answers organized by topic
Getting Started
Learn the basics and set up your account to get the most out of Xheris
12 articlesAccount Settings
Manage your profile, security settings, and account preferences
15 articlesBilling & Payments
Everything about subscriptions, invoices, and payment methods
18 articlesFor Contractors
Guides for contractors on quotes, scheduling, and invoicing
24 articlesFor Property Managers
Manage properties, tenants, and maintenance requests
20 articlesFor Suppliers
Learn how to list products and manage orders on the platform
16 articlesMobile App
Get help with our iOS and Android mobile applications
10 articlesIntegrations
Connect Xheris with your favorite tools and services
14 articlesSecurity & Privacy
Learn about data protection, privacy policies, and security
8 articlesPopular Articles
Most viewed help articles this week
Setting up payment methods
Configure payment gateways to accept credit cards, bank transfers, and digital wallets
Inviting team members
Learn how to add team members and assign roles and permissions
Using the scheduling calendar
Master the calendar to schedule jobs, appointments, and manage your team
Understanding your dashboard
Navigate your financial dashboard and track revenue, expenses, and cash flow
Managing notifications
Customize email, SMS, and push notifications for your account
Getting Started with Xheris
Follow these simple steps to start using the platform
1
Create Account
Sign up with your email and complete your profile in minutes
2
Set Up Business
Add your business details, services, and payment methods
3
Invite Your Team
Add team members and assign roles based on their responsibilities
4
Start Working
Create quotes, schedule jobs, and manage your business efficiently
Frequently Asked Questions
Quick answers to common questions
How do I upgrade or downgrade my subscription?
You can change your subscription plan at any time from your Account Settings. Go to Settings > Billing > Change Plan. If upgrading, you'll be charged the prorated difference immediately. If downgrading, the change takes effect at the start of your next billing cycle and you'll receive a credit for the unused portion.
Can I use Xheris on mobile devices?
Yes! Xheris is fully responsive on mobile browsers, and we offer dedicated iOS and Android apps. Download them from the App Store or Google Play. All your data syncs automatically across all devices, so you can manage your business from anywhere.
How do I export my data?
You can export your data at any time from Settings > Data Export. Choose the data types you want (clients, invoices, quotes, etc.) and the format (CSV, Excel, or PDF). You'll receive a download link via email within a few minutes. Your data always belongs to you.
What payment methods do you accept?
We accept all major credit cards (Visa, Mastercard, American Express), bank transfers (SEPA), and digital wallets. For annual plans, we also offer payment by invoice. All payments are processed securely through Stripe with bank-level encryption.
Can I customize invoices and quotes with my branding?
Absolutely! You can fully customize your invoices and quotes with your company logo, colors, fonts, and custom fields. Go to Settings > Templates to create and manage your branded templates. You can create multiple templates for different service types or clients.
Is my data secure and backed up?
Yes. We use bank-level 256-bit SSL encryption for all data transmission and storage. Your data is automatically backed up every 6 hours to multiple secure locations. We're GDPR compliant and undergo regular third-party security audits. You can view our full security documentation in the Security & Privacy section.
Do you offer training or onboarding support?
Yes! All new users receive a personalized onboarding email series with video tutorials. Business and Enterprise plans include a dedicated onboarding call with our team. We also offer live webinars every week and have an extensive video library in our Help Center.
Can I cancel my subscription at any time?
Yes, you can cancel anytime with no penalties or fees. Go to Settings > Billing > Cancel Subscription. You'll continue to have access until the end of your current billing period. If you change your mind, you can reactivate your account within 30 days without losing any data.
Additional Resources
Explore more ways to learn and grow with Xheris
Video Tutorials
Watch step-by-step video guides covering every feature of the platform, from basic setup to advanced workflows.
Browse videos →Documentation
Comprehensive technical documentation for developers and advanced users including API references.
Read docs →Community Forum
Connect with other Xheris users, share tips, ask questions, and learn from the community.
Join community →Blog & Updates
Stay informed about new features, best practices, industry insights, and product updates.
Read blog →Still Need Help?
Our support team is here to assist you