New Customer Guide

Welcome to Bizzen

biz·ZEN — zen for the business you built

This guide walks you through getting set up — from downloading the app to creating your first job. The whole process takes about five minutes.

1

Download the app

Bizzen is available for iPhone and Android. Search “Bizzen” in your app store, or tap one of the links below.

Once it's installed, open the Bizzen app and let's get you set up.

Storage tip — ensure space for site visitsTap to learn more

Site visit videos can use significant storage. Before your first visit, check that you have at least 2–3 GB of free space on your phone. Don't worry — once your video syncs to your Bizzen account, it's removed from your phone automatically, so the space is only used temporarily.

iPhone storage settings showing available space

iPhone: Settings → General → iPhone Storage

Android storage settings showing available space

Android: Settings → Battery and device care → Storage

2

Create your account

Open the app and tap Create Account. You'll need:

  • Your email address
  • A password
  • Your first and last name

Accept the terms of service and you're in — takes under a minute.

Create account screen showing fields for email, password, first name, and last name
3

Set up your company

After signing in, the onboarding wizard walks you through your company setup. Add:

  • Your company name
  • A logo (optional — you can add one later)
  • Business address and contact details

This is a one-time setup. Your company details — name, logo, address, and phone number — appear on every estimate and invoice you send, so your customers always know who they're working with and how to reach you.

Add your business screen with logo upload and company name fields
Company details screen with address and phone number fields
4

Create your first job

There are two ways to create a job. Use whichever feels more natural — both get you to the same place.

Option A — Ask your AI assistant

From the Conversation page, say “Create a new customer” and provide a name and email. Your assistant creates the customer and a job in one step, then gives you an Open Job link to jump straight to the job details.

Conversation screen showing the AI assistant welcome message with options to take a quick tour or skip and get to work
Creating a new customer through the AI assistant — the assistant creates a customer and job, then shows an Open Job link

Option B — Use the Jobs tab

Tap the Jobs tab, then hit + New. Fill out the short form — name, email, phone, and address — and you're in the job details.

Jobs list screen with search, filter tabs, and a + New button to create a job
New Job form with fields for name, email, phone, and street address
5

Record a site visit

From the job details screen, look for the action buttons at the bottom. Tap the site visit icon — it looks like a photo frame (the middle button in the toolbar). This launches the site visit copilot.

Walk through the job site and narrate what you see — the copilot captures video and starts generating notes as you go. When you're finished, tap Done and your notes will be finalized within minutes.

Job details screen showing the customer name, Lead status, and action toolbar at the bottom with the site visit button
Site visit camera view with record button, zoom controls, and a Done button
6

Review your notes

Once your site visit is complete, Bizzen produces a full set of notes — including scope, photos, and observations — that you can review, edit, and share with your customer. No typing needed.

You can also start a conversation with the AI within the context of your notes. Ask it to generate an estimate, summarize the scope, or anything else you need — and it'll have the full picture from your walkthrough.

Site visit notes screen showing auto-generated scope items, photos, and options to review video, share, continue recording, or chat about the visit
AI-generated estimate from a site visit, showing a rendered estimate document with line items and an Open Estimate link
One More Thing

Help us make Bizzen better

We listen closely to every piece of customer feedback. If something doesn't look right, feels confusing, or could work better — we want to hear about it. Tap the ? icon in the top-right corner of any screen to open the feedback form.

Bug reports, feature ideas, or anything in between — every submission goes directly to the team building the product.

Jobs list screen with the feedback icon highlighted in the top-right corner
Feedback form where users can report bugs, request features, or share suggestions

There's More

This is just the beginning

What you've seen here are just some of the features the Bizzen app offers. From an AI secretary that answers your calls to financial tools, templates, and more — schedule time with our team to see the full feature set and get everything configured for your business.

Need help?

Our support team is here for you. Reach out anytime.

support@bizzen.com

Learn more

See everything Bizzen can do for your business.

Visit bizzen.com →

Schedule your onboarding call

Book a time with Jordan to walk through your setup, review your workflow, and get your AI secretary configured.