Help & Guides

Get comfortable with CrossMerg, step by step.

Short guides and starting points designed for owners and small teams.

Quick start guides

Logging in & navigation

A quick walkthrough of the main screens you’ll use every day.

Adding your first contacts

How to add clients cleanly so your records stay useful.

Creating quotes & jobs

From estimate to scheduled work without re-entering data.

Getting started

Doing the work

Billing & follow-ups

New to CrossMerg

Log in and explore the main navigation
Add a few real contacts
Send a test quote to yourself

Setting up your workflow

Define pipeline stages
Create quote templates
Decide how you schedule jobs

Getting more value

Use tags for repeat work
Set reminders for follow-ups
Invite a teammate

Still have a question?

If something doesn’t make sense or you want advice on setup, send us a note and we’ll help directly.

Contact support

Why teams choose CrossMerg

✓Fewer status calls because clients can see what’s happening.
✓Faster approvals because the next step is obvious.
✓Cleaner payments because invoices have context and history.
✓A more professional client experience without enterprise complexity.

A note from Peter, founder of CrossMerg

If you tell me what your clients struggle with today (approvals, payments, scheduling, status updates), I’ll recommend the smallest portal step that makes a real difference — without rewriting your whole stack.

Peter Enzinger

Founder, CrossMerg

How we build portal experiences

Client-first language

We translate internal workflow into simple client-facing steps that reduce friction.

Lightweight rollout

Start with one feature (quotes or invoices) before rolling out deeper portal options.

Works with your reality

We respect your team size, tools, and capacity — no forced big-bang migrations.

Start small and expand later. No long-term contracts or surprise fees. Built and supported by a small, US-based team.