Help

Welcome to Artem Software. The fastest way to see the product working is to load demo data from your dashboard — you’ll get an example client, two jobs, an invoice, and a schedule entry to explore. Click Try with demo dataon the empty dashboard, then remove it in one click when you’re ready to add real clients.

The setup checklist on the dashboard walks you through six steps: business profile, first email, Stripe connection, first client, first estimate, and hourly rate. Each ticks itself once you’ve done the action; you don’t need to mark anything by hand.

From the leads pipeline, click into a lead and use the estimate builder to add rooms, surfaces, and materials. The calculator handles labour hours, materials cost, and your margin automatically using the rates you set in Settings → Rates.

Once the estimate looks right, click Send to customer. The customer gets a branded public page where they can accept and (optionally) pay a deposit online. You’ll see when they open it and when they accept it on the job page.

Once a job is accepted, an invoice can be created from the job page. Invoices include a public link the customer can pay online (if you’ve connected Stripe — see the next article). Mid-job invoices, deposits, and final payments all use the same flow.

If a customer pays by bank transfer or cheque, mark the invoice as paid manually from the invoice page. Artem Software will stop chasing it.

Go to Settings → Payments and click Connect Stripe. Stripe will walk you through KYC and bank-account verification — Artem Software never sees your bank details. Once connected, customers can pay deposits and invoices online, and the funds settle directly in your Stripe balance.

Stripe Connect Express is what we use under the hood. Customers see a Stripe-hosted checkout page; you keep full control over your payouts and disputes inside the Stripe dashboard.

By default your customer emails go out via Artem Software’s shared sender. To send from your own domain (better for trust and deliverability), go to Settings → Emailand add your domain. We’ll generate three DNS records (SPF, DKIM, DMARC) for you to add at your domain host — Cloudflare, GoDaddy, Namecheap, Hostinger, and 123 Reg are all covered with step-by-step instructions.

Once verified, click Send test email to confirm a real message lands in your inbox before you start sending to customers.

From Settings → Team, invite painters or office staff by email. Each team member gets their own login and can see jobs assigned to them. Permissions are controlled per-section — give office staff access to invoices and estimates without giving them billing-management.

The account owner is the only one who can delete the account or change subscription plans. Linked staff cannot exit the tenant on the owner’s behalf.

When a job’s final invoice is marked paid, Artem Software prepares a review request — but doesn’t send it automatically. You confirm each one before it goes out, so you only ask happy customers. Customers leave feedback on a public page; positive reviews can be redirected to your Google or Trustpilot listing.

Configure your review platforms (Google, Trustpilot, etc.) under Reviews → Settings.

The dashboard groups jobs by status: leads needing follow-up, estimates awaiting response, deposits due, jobs in progress, and invoices to chase. Click any card to see the underlying jobs.

The action centre flags items needing your attention — disputes, overdue invoices, chase emails ready to send. The daily digest emails the same list to you each morning (configurable under Settings → Automation).

Go to Settings → Billing and click Manage billing. You’ll be taken to a Stripe-hosted portal where you can cancel, switch between monthly and annual, or update your card. Cancellations take effect at the end of your current billing period — you don’t lose access immediately.

If you cancel, your customer-facing flows (estimate links, deposit checkout, public invoices) keep working until the period ends. After that, the app moves to read-only for 7 days, then 90 days of grace before any data is anonymised.

You can download a complete archive of your Artem Software data at any time — go to Settings → Account and click Export my data. The archive is JSON files (one per table) plus a manifest of any photo files you’ve uploaded.

To delete your account entirely, click Delete my account in the same section. Your subscription cancels immediately and your data enters a 30-day cooldown before being permanently anonymised. You can sign back in within those 30 days to restore the account.

Full details are in our privacy policy.