BriteBase Help
Guides for setting up and running your BriteBase workspace.
Welcome to BriteBase Help. These guides walk you through setting up your company and running the day-to-day work — from your first quote to the final takedown.
New here? Start with the guides below.
Welcome to BriteBase
What BriteBase does, who it's for, and how a job moves from quote to takedown.
Set up your company
Add your company info, branding, team, and services so you can send your first quote.
Add your team & roles
Invite your team and give each person the right role.
Connect your tools
How BriteBase connects to your CRM, payments, and calendar — and where to manage it.
Guides
Step-by-step help for the core workflow — from adding a client, through quoting and scheduling, to installing the job and taking it down at season's end.
Add a client & property
Create a client and capture their property in one guided flow.
Build a quote
Turn a client and property into a draft quote you can price and send.
Add line items & services
Price the job by adding products and configurable services.
Send a proposal
Get the quote approved if needed, then send it to your client.
Your client's proposal experience
What your client sees when they open and accept the proposal.
Create the work order
Turn an accepted deal into a work order your crews can install.
Schedule the install
Put the work order on the calendar and assign the crew.
Takedown
Remove leased décor at season's end and close out the job.
Concepts
The ideas behind BriteBase — how a job flows, and how you price the work.
How BriteBase models a job
The lifecycle every job moves through, from a qualified lead to the season-end takedown.
Lease vs Purchase
The two ways your clients can get their décor — leasing for the season or buying outright.
More guides are on the way.
Was this page helpful?