9 min read · Updated November 24, 2025
If you’ve just signed up for GoTaskhub, you might be wondering: “How long will it take to fully set everything up?”
The good news is that you can be fully operational in just one weekend. This Academy guide walks you step-by-step through everything you need: your business profile, customers, quotes, jobs, invoices, and even your branded client portal.
Why a “Weekend Setup” Works
GoTaskhub is designed specifically for busy trades and service businesses. You don’t have time for a 3-week onboarding or an expensive consultant. You need something that:
- Feels familiar within minutes
- Works with how you already run your jobs
- Can be set up between Friday evening and Sunday night
This guide assumes you want to go from “brand new account” to “running real work through GoTaskhub” in a single weekend.
🗓️ Day 1 — Get Your Business Ready
1. Complete Your Business Profile
Start in Dashboard → Settings → Business Info. This is the foundation for all your documents and portal branding.
Make sure you add:
- Business name and trading name (if different)
- Logo (for quotes, invoices, and the client portal)
- Address and main contact details
- Standard invoice footer text (e.g. payment terms)
- Bank transfer details or other payment info
Once this is done, every quote and invoice you create will already look professional and consistent.
2. Add Your First Customers
Next, go to the Customers tab. You can either add customers one by one, or (if you’ve got a list in Excel/Sheets) use the CSV import to bring them in quickly.
For your weekend setup, focus on:
- Current active customers
- Recent enquiries you’re likely to quote for soon
- A few “ideal” customers you want to impress
3. Set Up Common Services & Pricing
If you regularly charge the same things (e.g. call-out fees, hourly labour, fixed-price jobs, typical material bundles), it’s worth creating a simple set of reusable items.
This will make quoting much faster tomorrow because you won’t be typing the same descriptions over and over.
4. Connect Your Calendar (Optional but Powerful)
If you use Google Calendar, connect it under Settings → Integrations → Calendar (or your equivalent screen).
This unlocks smart scheduling: GoTaskhub can check for clashes, visually line up your jobs, and keep your phone calendar in sync.
🗓️ Day 2 — Run Real Jobs Through GoTaskhub
5. Create and Send Your First Quote
Open the Quotes tab and click Create Quote.
- Select a customer (from those you added yesterday).
- Add a simple title and description of the work.
- Use your saved items (call-out, labour, materials) or add custom line items.
- Check quantities, tax, and totals.
- Add any notes or terms at the bottom.
When you’re happy, click Send. GoTaskhub will email the quote, track its status (Draft → Sent → Accepted), and log activity for you.
6. Convert Accepted Quotes to Jobs
When a customer gives the go-ahead (either verbally or through the client portal), convert the quote directly into a job.
You’ll carry across all the key details, so you don’t need to re-enter addresses, descriptions, or line items.
7. Schedule the Work
In the Jobs tab, open the job you just created and set:
- Start date and time
- Estimated duration
- Assigned team member (if applicable)
If your calendar is connected, GoTaskhub will help you avoid double bookings and keep everything aligned with your existing diary.
8. Generate Your First Invoice
Once a job is completed, it’s time to get paid. From the job, click Create Invoice.
You can:
- Pull across line items directly from the job/quote
- Add deposits, remaining balances, or extras
- Attach photos, PDFs, or certificates if needed
Send the invoice by email straight from GoTaskhub, or download the PDF and share it however you prefer.
9. Turn On the Client Portal
One of the smartest moves you can make this weekend is enabling the client portal.
From a customer’s profile, use Share Portal Link to send them secure access. They’ll be able to:
- View quotes and accept them online
- See their past and upcoming jobs
- Download invoices and receipts
- Pay invoices securely (if you’ve enabled card payments)
🎉 By Monday, You’re Fully Operational
By the end of Sunday, you’ll have gone from “new account” to “running real work through GoTaskhub”. Your jobs, quotes, and invoices are no longer scattered across notebooks, email threads, and random folders.
You’ll now have:
- A clean customer list
- Professional quotes and invoices with your logo
- Jobs scheduled properly in a calendar
- A portal where customers can help themselves
What to Do Next
- Explore advanced features like tasks, home finances, budgets, and analytics if they’re available on your plan.
- Set a weekly routine: every Friday, quickly check your quotes, jobs, and invoices in GoTaskhub so nothing slips.
- Learn more from the next Academy-style article:
How to Build a Professional Quote That Actually Converts
And if you haven’t already, keep GoTaskhub open on your phone and your laptop for a week. Use it for everything. It’ll become the hub of your business faster than you think.