Team, Billing & Account
How to invite your crew and control what they see, join a team you were invited to, set your Google links, manage your plan, and export your own data.
Invite your team
How to add office, sales and production staff with a join link, and exactly what a Member can and cannot see compared with an Admin — no per-seat fees.
3 min4 steps
Join a team you were invited to
How to accept a RidgeSync invite link from your boss — create your password or sign in, land in the pipeline, and see which screens stay closed to you.
3 min4 steps
Set your Google review and Business Profile links
Where to find your Google review link and your Business Profile link, which box each goes in on Settings, and what breaks if you leave them blank.
3 min4 steps
Billing, plans and the free trial
How RidgeSync pricing works and where to manage it — check your trial days left, pick monthly or yearly, and open Stripe to change card, plan or cancel.
3 min3 steps
Your data is yours
What happens to your leads, customers and jobs if you leave RidgeSync — export your financials to CSV anytime, and cancel month-to-month with no lock-in.
2 min3 steps