Renovo
Practical guides

Start with the task in front of you.

Clear operating guides for account setup, professional quoting, client decisions, and safe troubleshooting across Renovo.

Guide 01

Your first hour

Set up the details Renovo reuses before creating real client work.

  1. 01Add the business name, contact details, and current logo.
  2. 02Review location and notification permissions on each device.
  3. 03Create one test client with an address you can verify.
  4. 04Create and preview a test quote before sending any live link.
Guide 02

Create a quote

Build the commercial record from the client outward.

  1. 01Choose an existing client or create a new client record.
  2. 02Confirm the project address and quote date.
  3. 03Add line items with quantity and unit price; review the calculated amount.
  4. 04Apply tax or a discount only after verifying the subtotal.
  5. 05Add scope notes and supporting files, then preview the document.
Guide 03

Send for a decision

Every link represents one version of one quote.

  1. 01Send the private link only to the intended recipient.
  2. 02If the client declines, revise the quote inside Renovo.
  3. 03Generate a new link for the revised version; do not reuse an old link.
  4. 04After acceptance, download the regenerated signed PDF for the record.
Guide 04

Troubleshoot safely

Gather useful context without copying sensitive material into a message.

  1. 01Record the approximate time, device, screen, and visible error.
  2. 02Confirm the device has a stable connection and current app version.
  3. 03Do not send passwords, payment details, raw signature links, or client documents.
  4. 04Use authenticated in-app support when the issue involves an account or private record.