Ignacio

Add and manage customers, their full records, tags and notes, imports, and the client portal.

Customers

Adding a customer

Your website and the client portal

The Customers page

Tracking your equipment

Importing customers

The customer record

Set up your account from scratch: company details, your business phone number, Stripe, your price book, and your team.

Getting Started

Setting your hours and scheduling rules

Registering your business phone number

Filling out your company details

Connecting Stripe

Your first login and a tour of Flyra

Inviting your team and setting roles

Building your price book

The full setup checklist

Country, currency and tax rates

Create jobs, put them on the schedule, assign your crew, run checklists, and close them out.

Jobs & Scheduling

Assigning technicians

Checklists and checklist templates

Completing a job and what happens next

Creating a job

Job statuses

Where jobs live

Quality checks

The Schedule

Capture leads, work your pipeline, build web forms, and track where every lead came from.

Leads

Converting a lead into a customer

Creating a lead

Lead sources and attribution

The Leads pipeline

Connecting Meta lead ads

Pipelines and stages

Web forms

Account-wide tools: the mobile app, QuickBooks, API keys, and notification settings.

Platform

API keys

Flyra on a phone

Preferences and notifications

QuickBooks Online

Search and the Create menu

The website builder

Run door-to-door from the map: dropping pins, pin types, territories, routes, and canvassing.

Map & Field

Canvassing reports

A door-to-door day, start to finish

Dropping pins

The Map

Pin types

Routes and route optimization

Territories

See how the business is doing, from your dashboard to every individual report.

Reports

Customer, map and review reports

Your dashboard

Expenses

Job and estimate reports

The Reports section

Revenue reports

Team reports

Manage your team and roles, run payroll and timesheets, and track the sales leaderboard.

Team & Ops

Access and navigation

Employee scheduling

Inviting employees

Leaderboards and sprints

Payroll

Roles and permissions

Tasks

Timesheets

Handle customer conversations and set up your inbox the way you want it.

Inbox

Inbox filters

The Inbox

Sending messages

SMS Blast

Automate the busywork: follow-ups, review requests, message templates, and lead workflows.

Automation

Automations

Job, estimate and invoice automations

Message templates

QR code tracking for signs and flyers

The referral program

Review requests

Estimates, invoices, taking payment, service plans, contracts and agreements, and your price book.