This choice shapes the whole setup. Business mode unlocks creative operations. Contractor mode is built for home-services trades — jobs, estimates, invoices, and job costing.
*
Business / creative side hustle
For merch, services, projects, sales tax, inventory, COGS, and receipts.
&
Contractor / home services
For plumbing, electrical, HVAC, handyman & repair: jobs, estimates, invoices, materials, mileage, and 1099 subs.
#
Landlord / rentals
For rental properties, tenants, leases, deposits, and Schedule E at tax time.
Step 2 of 6
Tell us about your business.
Tell us about you.
Daygig uses this for reports, tax setup, and which modules should be turned on by default.
Daygig will keep this simple: bank imports, spending categories, budgets, receipts, and subscriptions.
Used on owner contribution and draw entries.
Optional now. Useful for future tax exports.
Used to pre-fill time entries and estimates. Editable per job.
What kind of creative business?
M
Maker / merch creator
You turn materials into products. BOM, materials, inventory, and COGS are killer features.
R
3rd-party reseller
You buy finished goods and resell them. Inventory matters; BOM may not.
P
Print-on-demand / fulfillment
Printify, fulfillment centers, or vendors handle stock. Keep setup lean.
S
Service / digital / other
Projects, income, expenses, receipts. No heavy inventory system by default.
Step 3 of 6
Location & tax.
Daygig pre-fills a state base rate and lets you add local tax. You can change it any time in Settings.
Your state helps Daygig use sensible defaults. Sales tax tools stay hidden in personal mode.
Choose a state to pre-fill the base rate.
City/county/local tax, if any.
This is what Daygig uses on sales.
Tax tracking
+
I collect sales tax
For physical goods or taxable sales.
-
Skip sales tax
Services, non-taxable work, or not ready yet.
+
Track use tax
Recommended for out-of-state vendor purchases.
-
Skip use tax
Can enable later.
Step 4 of 6
Bank & money sources.
Daygig imports transactions via CSV export from any bank. Pick the account type and any processors you use.
Daygig imports transactions via CSV export from your bank. Pick your account type below.
Account Types
C
Checking
Most common
S
Savings
B
Both
Checking + savings
Payment Processors
S
Stripe
Online payments
Sq
Square
In-person + online
P
PayPal
V
Venmo
Business account
Sh
Shopify
Shopify Payments
$
Cash
In-person sales
Processors are optional now. Add them later if needed.
Step 5 of 6
Modules & features.
Daygig recommends these based on your setup. You can override anything here and change it later.
Maker setup selected: BOM, materials, inventory, COGS, receipts, deadlines, and shipments are recommended.
C
Campaigns
Drops & crowdfunding
I
Inventory
Physical products
M
Materials
Parts & supplies
B
Bill of Materials
Recipe-level product cost
R
Receipt Parsing
AI-assisted expenses
D
Filing Deadlines
Tax & compliance dates
S
Shipments
Fulfillment tracking
G
Spending Categories
See where money goes
P
Personal Budgeting
Budgets, categories & recurring charges
Sub
Subscriptions
Recurring charge review
API Keys (optional)
Add these now or paste them in Settings later. They're stored locally in your database.
For AI receipt parsing. You can also add this later in Settings.
Step 6 of 6
Review & launch.
Everything look right? Hit Launch and Daygig will save your setup and open the dashboard.
✓
You're all set
Daygig is ready.
Your settings are saved. Opening your dashboard now...