If you don’t see Start free on the sign-in page, creating a workspace yourself isn’t available right now. If your company already uses Menaia, don’t create a new workspace. Ask an Admin to add you, then sign in.
1. Sign up
1
Open the sign-up page
On the sign-in page, press Start free (next to “New to Menaia?”). The page is titled Create your workspace.
2
Choose how to sign up
Press Continue with Google, or enter your Work email and press Email me a code. By continuing, you agree to Menaia’s Terms of Service and Privacy Policy.
3
Confirm your email
If you used email, type the 6-digit code from the email and press Continue. Resend code sends a new one, and Use a different email takes you back.
2. Tell Menaia about your company
The Set up your workspace form asks four things. It says “Tell us about your company. This takes about 30 seconds.”
Press Create workspace. Menaia creates your workspace with one branch, named after your company with “Main” at the end, and makes you its Admin. Then it opens setup with Meni.
Signing up with an email that’s already part of a Menaia workspace shows You already have a workspace: “This email belongs to an existing Menaia workspace, so there is nothing to set up here.” Press Log in to your workspace. If you come back to this form after your workspace was created, you’ll see Your workspace is ready with a Continue to your workspace button.
3. Answer Meni’s questions
Setup opens full screen with a progress bar and WORKSPACE SETUP at the top. Meni asks one question at a time. On the side, Meni’s notes fills in with what Meni learns about your business as you go.1
Find your business
Meni shows Google listings that match your company name, with their rating and address. Pick yours and press That’s us. If it isn’t listed, type your web address under Not listed? Point me at your website and press Read my site. With no matches, the box reads Share your website and I’ll read it. Menaia then shows Getting to know your business while it reads your Google listing, finds your locations, reads your website, and pulls out your services and prices.
2
Service area
If Menaia found your address, it shows it here. Under How far do you travel?, pick 10 mi, 25 mi, or 50 mi.
3
Team
Choose how many people are on the tools: Just me, 2–5, 6–15, or 16+. Add Plus office help or We sub out some jobs if they apply.
4
Rate and services
Meni tells you how many services it found, or that it will build a full service list for your trade. You pick which ones to keep later, on the review screen. In the Your hourly rate box, type your average hourly rate. It starts at 10,000, or clear the box to leave it blank. Under Where should these services live?, choose Price book to use them in full Calculator estimates, or Fast estimates from scratch for quick one-off proposals.
5
Logo
Upload your company logo so estimates and your workspace carry your brand.
6
Lead sources
Select where most of your leads come from: Referrals, Google, Facebook, Local Services Ads, Yelp, Door hangers, or Repeat customers. Then press Start building.
4. Watch Meni build
After you press Start building, you’ll see Building your workspace, with a live list of what Meni is doing and a counter of finished steps:- Choosing your services and prices
- Drafting playbooks
- Writing your plan
- Illustrating a few services with sample photos
5. Review what Meni built
When it’s done, you’ll see Here’s the workspace I built you. The heading tells you how many services Meni drafted and how many categories they’re in.Pick your services and prices
Services are grouped by category. No service is selected at first. Only the ones you check get built.- Check the box next to each service you offer, or use Select all on a category. Clear all unchecks the whole category.
- Type your price in each service’s price box. Meni’s prices are a starting point, and you know your market best.
- A line under a service, such as “adjusted by After-hours”, names the factors that can change its price.
Check the rest of the plan
- Pricing & factors — your Hourly rate (you can change it here), plus the Factors (multipliers for tougher situations like after-hours or emergencies) and Additional costs (flat fees like trip charges or disposal) Meni drafted.
- Pipeline & tags — the Lead sources and Tags you’ll start with.
- Playbooks — the starter automations Meni will set up, each with a one-line description of what it does.
- Meni’s plan — a short summary of what was built and your first steps.
Ask Meni to change things
Use the box that says Tell Meni to change anything to ask for changes in plain words, for example “make tune-ups $99.” Meni updates the draft and replies.Build it
Press Build my workspace. The button shows how many services you picked. Until you pick at least one, it reads Pick your services to build. You’ll see Setting up your workspace while Menaia creates everything. Then your Dashboard opens.Skip setup or use the standard setup
Skip setup at the top right is available at any point except while Meni is building. It skips the rest of the questions and gives you the standard setup:- A starter price book for your trade, with no prices filled in, if Meni hasn’t drafted one yet
- Starter lead sources, tags, and playbooks
- Your first dashboard
- Standard notification rules, payment terms, and invoice credit and void reasons
If you press Skip setup on the review screen, Menaia builds every service Meni drafted. It ignores which boxes you checked and any prices you typed there.
If setup doesn’t finish
If something goes wrong while Meni is building, you’ll see That didn’t finish: “Something went wrong while I was building. Your progress is saved — we can try again or start you on the standard setup.”- Try again runs the build again with the answers you already gave.
- Use the standard setup skips to the standard setup described above.
Sign-up messages
What gets created
When you build your workspace, Menaia sets up:- Your business profile — your website, address, and phone from your Google listing or site. If Meni found more physical locations, each one becomes its own branch.
- Your rates — your hourly rate and service area in your branch settings.
- Your price book — the services you picked, with their categories, work areas, factors, and additional costs. If you chose Fast estimates from scratch, the services are set up for from-scratch estimates instead.
- Lead sources and tags from the review screen.
- Standard defaults — notification rules, payment terms (Due on Receipt, Net 15, Net 30, Net 45, Net 60), invoice credit and void reasons, and an invoice footer with your company name.
- Meni — turned on for your workspace, with your first Dashboard charts pinned and your playbooks created and turned on.
What to do next
After setup, a small progress circle in the bottom-right corner of your screen opens the Set up your workspace guide. It shows how many steps you’ve finished and links you to each next step:- Build your price book
- Set up your phone line (not on every plan)
- Add your first lead
- Send your first estimate
- Book your first job
- Invite a teammate
Settings overview
See everything you can set up for your workspace.
Price book items
Add prices and fine-tune the services Meni created.
Users
Invite your team and give them roles.
Automations
Review the playbooks Meni turned on for you.