Help Center

Documentation

Everything you need to know about using Curator for your estate sales.

Getting Started

Create your account

Sign up with your email or Google account. After logging in, you'll be prompted to create your first organization for managing estate sales.

Set up your organization

Give your organization a name and invite team members. Free plans support 1 member; upgrade to Pro for up to 5 members or Enterprise for unlimited.

Add your first items

Navigate to the Inventory page and click 'Add Item'. Upload a photo, add a description, and our AI will suggest a competitive price based on market data.

Inventory Management

Adding items

Use the Add Item form to create individual items with photos, descriptions, and categories. Our AI processes images to identify items and suggest pricing.

Bulk import

For large estates, use the Bulk Add feature to upload multiple items simultaneously. Add photos and basic descriptions — the AI handles the rest.

QR code labels

Generate printable QR codes for each item. Buyers can scan the code at your sale to see item details and pricing on their phone.

Editing & organizing

Edit items anytime to update photos, descriptions, or pricing. Use projects to group items by estate sale or location.

AI-Powered Pricing

How it works

Upload a photo and description of your item. Our AI analyzes visual features, identifies the item type, and cross-references market data to suggest a competitive price.

Basic vs. Advanced AI

Basic AI (all plans) provides essential valuations. Pro and Enterprise plans unlock Advanced AI with deeper market analysis, trend predictions, and comparable sales data.

Price optimization

The Pricing Optimization page shows suggested price adjustments based on market trends, time-on-market data, and comparable recent sales in your area.

Marketing Tools

Creating materials

Use the Marketing section to generate professional flyers, social media posts, and email campaigns for your estate sales using AI-powered templates.

Templates

Choose from a library of pre-designed templates. Customize colors, images, text, and layout to match your brand.

Sharing

Download your materials as images or PDFs. Share directly to social media platforms or send via email to your mailing list.

Billing & Plans

Plan comparison

Free: 1 member, basic AI. Pro ($150/mo): 5 members, advanced AI, Stripe integration. Enterprise: unlimited members, priority support, custom integrations.

Upgrading

Visit the Pricing page or Organization Settings > Billing. Click Upgrade on your desired plan to start a secure Stripe checkout.

Managing your subscription

Access the Stripe billing portal from Organization Settings > Billing to update payment methods, view invoices, or cancel your subscription.

Stripe Connect

Pro and Enterprise plans can connect their own Stripe account to accept buyer payments directly at estate sales. Set this up in Organization Settings > Billing.

Team Management

Inviting members

Go to Organization Settings > Team and click 'Invite Member'. Enter the person's email and choose their role (Admin or Member).

Roles & permissions

Superadmin: full control. Admin: manage team, settings, inventory. Member: create and edit inventory and marketing materials.

Switching organizations

If you belong to multiple organizations, use the org switcher in the sidebar to switch between them.

Account Sharing & Fair Use

Fair use policy

Each plan includes a set number of member seats (Free: 1, Pro: 5, Enterprise: unlimited). Seats are meant for individual team members — sharing login credentials or rapidly cycling members to bypass your plan's seat limit is not permitted.

What counts as abuse?

Repeatedly inviting and removing the same person, sending a large number of invitations in a short period, or multiple people logging in with the same account are examples of activity that may trigger our fair-use protections.

How we handle it

We use a progressive approach. First, you'll see a warning about unusual activity. If the pattern continues, invitation actions may be temporarily paused (cooldown). Persistent misuse may result in a short temporary lock on invitations. We never permanently ban without review.

What if I'm flagged by mistake?

Legitimate teams sometimes trigger a warning during onboarding — for example, when setting up several members at once. If you receive a cooldown or lock and believe it's an error, contact our support team and we'll resolve it quickly.

Need more seats?

If your team is growing beyond your plan's limit, consider upgrading. Pro supports 5 members and Enterprise offers unlimited seats with priority support.

Client Management

Getting started with clients

Navigate to the Clients page from the sidebar to view and manage your client records. Click 'Add Client' to create a new client profile with name, contact info, and address.

Managing client profiles

Search and filter your client list to find specific clients quickly. Click on any client to view their full profile, edit their details, or archive them when a project wraps up.

Onboarding workflows

Each client moves through a structured workflow: Invited → Onboarding → Active → Completed → Archived. Track progress visually with the timeline on each client's detail page.

Frequent Buyer suggestions

The Frequent Buyers tab uses AI to identify likely repeat buyers based on purchase history and engagement. Use these insights to build relationships and drive repeat business at future sales.

Assigning clients to projects

Link clients to specific estate sale projects from their profile or from the project page. Assignments help you track which clients are involved in each sale and manage communications.

Contracts & E-Signatures

Getting started with contracts

Navigate to the Contracts page from the sidebar. The Contracts tab shows all your contracts and their current status. Use the Templates tab to manage reusable contract templates.

Creating a contract

Click 'New Contract' and select a client and template. Fill in the contract terms — commission rates, sale dates, unsold item handling, and any additional charges or discount days.

Contract status lifecycle

Contracts move through a clear lifecycle: Draft → Pending → Sent → Viewed → Signed. Contracts can also be Declined or Voided. Track each contract's status from the Contracts dashboard.

DocuSeal e-signatures

Curator integrates with DocuSeal for legally binding electronic signatures. When you send a contract, the client receives a secure link to review and sign. You'll be notified when they sign, decline, or view the document.

Contract templates

Create reusable templates from the Templates tab. Templates define the document structure and default terms — saving time when you send similar contracts to multiple clients. Edit or duplicate templates as your business needs evolve.

Agreement types

Curator supports multiple agreement types to fit different engagement models. Select the appropriate agreement type when creating a template to ensure the right terms and clauses are included.

Tier-based access

Contract creation and template management require the appropriate permissions ('onboarding:update'). Template management features are available on Pro and Enterprise plans.

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