Help Center

New to SteadyManager? Start here. This complete walkthrough covers everything you need to know - from adding your first lead to closing deals and tracking your goals. Watch once and you'll be ready to hit the ground running.

Desktop / Tablet

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Mobile

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What You'll Learn

How to navigate the dashboard and understand your stats
Adding, editing, and managing leads
Using the pipeline to track deal progress
Creating tasks and staying on top of follow-ups
Setting goals to keep yourself accountable
Managing estimates, jobs, and clients (Pro features)

The Dashboard is the first thing you see when you log in. It gives you a complete overview of your sales activity without clicking around. See your recent leads, upcoming tasks, pipeline stats, and performance metrics all in one place.

Key Features

Recent leads widget - last 5 leads added

Upcoming tasks - see what's due today

Pipeline stage counts - leads per stage

Total potential value - money in pipeline

Recent activity feed - latest actions

Quick stats - leads, tasks, win rate

Desktop / Tablet

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Mobile

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Pro Tips

Click on any lead in the recent leads widget to jump straight to their details
The pipeline chart shows you where leads are getting stuck
Check the dashboard first thing each morning to plan your day

The Leads module is where you store and manage all your prospects. Add new leads manually, edit their details, track their status, and see their full history. Every lead has contact info, source tracking, potential value, quality score, notes, and more.

Key Features

Full contact info - name, email, phone, address

Lead status - New, Contacted, Qualified, etc.

Pipeline stage - track where they are

Potential value - dollar amount tracking

Quality score - rate lead quality 1-10

Lead source - where they came from

Notes - add detailed notes

Search & filter - find leads fast

CSV export - download your data

Bulk delete - clean up fast

Desktop / Tablet

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Mobile

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Pro Tips

Use the quality score to prioritize your follow-ups - focus on 7+ first
Always track lead source so you know which channels bring the best leads
Add notes after every interaction - future you will thank you
Use filters to create quick views (e.g., "Hot leads this week")

The Pipeline gives you a visual, Kanban-style view of your sales process. See all your leads organized by stage and drag them from one stage to the next as they progress. It's the fastest way to understand where your deals stand and what needs attention.

Key Features

Drag-and-drop - move leads between stages

Visual overview - see all stages at once

Lead cards - key info at a glance

Quick edit - click card to edit details

Stage counts - leads per stage

Last contacted date - on every card

Desktop / Tablet

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Mobile

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Pro Tips

Check the pipeline daily - leads stuck in one stage too long need action
The "Contacted" date on cards shows when you last reached out
Use pipeline view for your daily standup - what's moving, what's stuck?

Never miss a follow-up again. The Scheduling module helps you create tasks, set due dates, assign priorities, and link tasks to specific leads. See your upcoming tasks, overdue items, and completed work all in one place.

Key Features

Create tasks - title, description, due date

Priority levels - Low, Medium, High, Urgent

Link to leads - connect tasks to prospects

Task types - Call, Email, Meeting, Follow-up

Overdue alerts - see what you missed

Completion notes - log what happened

Calendar view - see tasks by date

Filter by status - pending, completed, overdue

Desktop / Tablet

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Mobile

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Pro Tips

Create a follow-up task immediately after every call - don't wait
Use "Urgent" priority sparingly - if everything is urgent, nothing is
Add completion notes when finishing tasks - great for tracking what works
Check overdue tasks first thing every morning

Set measurable goals and track your progress. Goals can be manual (you update progress) or automatic (tracks leads created, deals closed, etc.). Set weekly, monthly, or custom timeframes and watch your progress bars fill up as you work.

Key Features

Manual goals - update progress yourself

Auto-tracked goals - syncs with your data

Goal types - calls, leads, revenue, custom

Timeframes - weekly, monthly, yearly, custom

Progress bars - visual progress tracking

Recurring goals - auto-reset on schedule

Desktop / Tablet

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Mobile

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Pro Tips

Start with one or two goals - don't overwhelm yourself
Use auto-tracked goals for leads created to stay motivated
Review goals weekly and adjust targets if they're too easy/hard

The Jobs Hub is your complete project management center. Create estimates with line items and photos, convert approved estimates to active jobs, track materials and labor costs, manage clients, and calculate profit margins. Perfect for contractors, consultants, and service providers who need to manage the full project lifecycle.

Estimates

Line items - description, qty, price

Auto-calculate totals

Status tracking - Draft, Sent, Approved, Rejected

Photo attachments (Pro)

Convert to job - one click

Notes for terms and conditions

Jobs

Job status - Scheduled, In Progress, Completed

Materials tracking - costs and quantities

Labor costs - track crew expenses

Profit calculator - revenue minus costs

Photo attachments (Pro)

Link to original estimate

Clients

Client contact info

View all estimates per client

View all jobs per client

Client history at a glance

Desktop / Tablet

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Mobile

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Pro Tips

Add photos to estimates - clients approve faster when they see visuals
Log materials immediately when you buy them - don't wait
Check profit margins on completed jobs to improve future estimates
Use the Clients tab to see a customer's full history

Manage your account settings, update your profile, change your password, enable two-factor authentication, export your data, and manage your subscription. Everything account-related lives here.

Key Features

Profile settings - name, email, phone

Change password - update your credentials

Two-factor auth (MFA) - extra security

Theme toggle - light/dark mode

Export data - CSV download

Subscription management - upgrade/cancel

Session history - recent logins

Delete account - permanent removal

Desktop / Tablet

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Mobile

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Pro Tips

Enable two-factor authentication for better security
Export your data regularly as a backup
Check session history if you suspect unauthorized access

Still have questions?