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Getting Started

  • Add a Dashboard Widget

Contacts & Customers

  • Add a Contact
  • Send a Request for Proposal to a Subcontractor

Jobs, Tasks & Scheduling

  • Create a Job
  • Create a Schedule Entry
  • Create an Estimate from a Job
  • Create an Invoice from a Job
  • Edit a Task
  • Manage Team Availability
  • View Declined Jobs

Estimates, Invoices & Change Orders

  • Approve a Change Order (Client View)
  • Build and Edit an Estimate
  • Create a Change Order
  • Create a New Estimate
  • Create an Invoice
  • Create an Invoice with the Wizard
  • Edit a Change Order
  • View the Estimate Linked to an Invoice

Warranties & Reports

  • Create a Custom Warranty
  • Export a Report to CSV
  • Generate a Discover Report
  • Set the Standard Warranty

Settings & Templates

  • Add a Cost to the Cost Library
  • Add an SDK Site

Add an SDK Site

Add an SDK Site

Open the SDK Sites settings page. Wait for the SDK Sites page to load. Click the Add Site button to open the new site form.

Watch the demo (22 seconds)

Read transcript · Download captions

Overview

Open the SDK Sites settings page. Wait for the SDK Sites page to load. Click the Add Site button to open the new site form. Wait for the new site form to appear. Enter a name for the new SDK site. Enter the domain where the SDK will be embedded. Save the new SDK site. Confirm the new site appears in the list.

Steps: 11 · Time to complete: ~22 seconds · Difficulty: hard

Prerequisites

  • Access to the Add an SDK Site feature.

Steps

Step 1 — Navigate to /settings/sdk-sites · 0:00

Open the SDK Sites settings page.

Step 1: Open the SDK Sites settings page.

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Step 2 — Wait for h1:has-text("SDK Sites") · 0:02

Wait for the SDK Sites page to load.

▶ Watch this step · Try it →

Step 3 — Screenshot: sdk_sites_list · 0:00

Screenshot: sdk_sites_list.

Screenshot: sdk_sites_list

▶ Watch this step

Step 4 — Click button:has-text("Add Site") · 0:05

Click the Add Site button to open the new site form.

Click 'Add Site' to begin

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Step 5 — Wait for input[name="name"] · 0:10

Wait for the new site form to appear.

▶ Watch this step · Try it →

Step 6 — Type into input[name="name"] · 0:13

Enter a name for the new SDK site.

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Step 7 — Type into input[name="domain"] · 0:16

Enter the domain where the SDK will be embedded.

Enter your site's domain

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Step 8 — Screenshot: sdk_sites_form_filled · 0:00

Screenshot: sdk_sites_form_filled.

Screenshot: sdk_sites_form_filled

▶ Watch this step

Step 9 — Click button:has-text("Save") · 0:20

Save the new SDK site.

▶ Watch this step · Try it →

Step 10 — Wait for text="marketing.example.com" · 0:00

Confirm the new site appears in the list.

▶ Watch this step · Try it →

Step 11 — Screenshot: sdk_sites_added · 0:00

Screenshot: sdk_sites_added.

Screenshot: sdk_sites_added

▶ Watch this step

Expected outcome

Confirm the new site appears in the list.

Assets

  • 📹 Full video — 22 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
SDK Sites: a cleaner way to manage where your embeds live
We're rolling out SDK Sites, a lightweight registry for the domains where you embed our SDK. Here's why we built it and what it sets up for later.
Read the post →