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Getting Started
Set up your account from scratch: company details, your business phone number, Stripe, your price book, and your team.
Customers
Add and manage customers, their full records, tags and notes, imports, and the client portal.
Jobs & Scheduling
Create jobs, put them on the schedule, assign your crew, run checklists, and close them out.
Leads
Capture leads, work your pipeline, build web forms, and track where every lead came from.
Platform
Account-wide tools: the mobile app, QuickBooks, API keys, and notification settings.
Map & Field
Run door-to-door from the map: dropping pins, pin types, territories, routes, and canvassing.
Reports
See how the business is doing, from your dashboard to every individual report.
Team & Ops
Manage your team and roles, run payroll and timesheets, and track the sales leaderboard.
Inbox
Handle customer conversations and set up your inbox the way you want it.
Automation
Automate the busywork: follow-ups, review requests, message templates, and lead workflows.
Money & Payments
Estimates, invoices, taking payment, service plans, contracts and agreements, and your price book.