How-to videos
Learn the app in a few minutes.
Real screens, start to finish. Search for what you need to do, or pick a topic, and press play. Turn the sound on.
28 videos · about 22 minutes in all
Capture Leads
Answer every call, text and message — including at 9pm.
- 1:02
How missed-call auto-texts work
See every missed call, the new lead it saved, and the text that went out seconds later. Then open Missed Call Text-Back to see what it says and when it follows up.
See the feature - 0:57
How customers book an estimate online
Make a Free Estimate booking link, share it or put it on your website, and see what your customer sees as they pick a time you're actually free.
See the feature - 0:40
How every customer gets one page
Every customer gets one page: contact info, pipeline stage, tags, every call, quote and text in order, and one-tap next steps.
See the feature
Quote & Close
Turn a photo, a voice note or a plan into a priced quote.
- 1:02
How to set up your price book
Add your services with your price and your cost so the margin shows on every line, import a spreadsheet, and watch new quotes fill in your prices.
See the feature - 0:50
How to build a quote with your voice
Talk through the job like you'd tell your crew and get a line-item quote priced from your own price book, with notes and terms written for you.
See the feature - 0:35
How to build a quote from a walkthrough video
Film a walkthrough and talk as you go. The AI turns what it sees and hears into line items, using your price book prices.
See the feature - 0:37
How to turn a bid request PDF into a quote
Upload a bid request PDF or Word file. The AI pulls out every work item, prices it from your price book and labor rate, and writes the scope.
See the feature - 0:45
How to give Good, Better, Best options
Build Good, Better, Best from one quote, see your profit on each, mark your pick, and see how the customer chooses one and signs.
See the feature - 0:32
How to see who opened your quote
See which quotes were sent and which were opened, get an alert the moment a customer views one, and follow up on quotes that went quiet.
See the feature - 0:41
How to get a quote signed in person
Present the quote on your phone, let them sign with a finger, take the deposit by card or bank right there, then schedule the job.
See the feature - 0:40
How to set up a payment schedule
Split a quote into 50/50, thirds or quarters, set when each payment is due, and mark a check paid on site.
See the feature - 0:43
How to track customer selections and allowances
Track each customer choice against its allowance. Paste a supplier link to pull in the price, photo and part number, get it approved, and send it to purchasing.
See the feature
Run Jobs
Know what is happening on every job without driving out to it.
- 0:53
How job scheduling and dispatch work
In Dispatch week view, drag a phase to a new day. Everything after it moves, closed days are skipped, and you see the new finish date.
See the feature - 0:46
How to run a job in phases
Break a job into phases with due dates, checklists, pass/fail items and crew assignments, and lock each phase until the one before it is done.
See the feature - 0:51
How to turn a voice walkthrough into a checklist
Say what needs doing on a phase and it becomes an ordered checklist, assigned to your crew and checked off from their phones.
See the feature - 0:37
How to run a job by talking to the app
Ask where a job stands, then tell the app what to change. It shows exactly what it will do, and nothing changes until you tap Yes.
See the feature - 0:34
How to see a job's whole history
Open a job's Activity tab to see everything that happened, newest first: change orders, approvals, texts, time logged and phases finished.
See the feature - 1:03
How on-the-way texts work
Turn on on-the-way texts for route days, pick when the clock starts, and see the next customer get a text when you finish a stop.
See the feature - 0:56
How your crew clocks in and out
Clock a crew member in with GPS, clock them out, and see the hours, labor cost and overtime land on the job. It nudges anyone who forgets.
See the feature - 0:42
How to track your team's performance
See earned hours against clocked hours, pace and callbacks for each person by week, month or year, and planned against actual hours on each phase.
See the feature - 0:40
How to keep every job's photos in one place
Add photos by stage (before, during, after), record a video walkthrough, share the gallery with the customer, and mark up or price a photo.
See the feature - 0:42
How to scan a receipt onto a job
Snap a receipt. The AI reads every line, puts it on the job as materials, and turns it into expenses with one tap.
See the feature - 0:45
How to track mileage for write-offs
Track a trip by GPS or type the miles in, tie it to a job, and see the IRS deduction and monthly totals for tax time.
See the feature - 0:47
How to track truck and equipment maintenance
Add a truck, set an oil change every 5,000 miles, update the miles, and log the service so the cost goes to expenses and the next one is set.
See the feature - 0:49
How to track materials from the shop to the job
Set up your shop and truck, receive stock, move it to the truck, pull it to a job so the cost lands there, and see what needs reordering.
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Get Paid
Get paid faster, and see what each job actually made.
- 0:34
How to invoice a finished job in one click
Tap Invoice on a finished job. Every quote line and approved change order is already on it. Pick terms, add a PO number, and text or email it.
See the feature - 1:14
How automatic payment reminders work
See what's overdue, then open Overdue invoice reminders to see when each reminder goes out, what it says, and the pay link inside.
See the feature - 0:39
How to ask the app about your numbers
Ask what you're owed or what your biggest service is, out loud, and pin the answer to your dashboard so it updates itself.
See the feature