Setup guides
Setup
How to add a technician
Add who your jobs go to, set their pay percentage, draw their ZIP coverage and radius, and see how the CRM picks the closest one automatically.
7 min read · Read the guide → SetupHow to add a company source
Track the businesses that send you work, set the percentage you have agreed, and see exactly what each one is owed at the end of the week.
6 min read · Read the guide → SetupHow to set up a Twilio number for SMS
Buy a phone number, connect it to the CRM, and let your technicians close, cancel or schedule jobs just by texting back.
20 min read · Read the guide → SetupHow to set up email for reports
Connect your own email address so job reports send from you. Includes the exact Gmail, Hostinger and Outlook settings, plus how to create a Gmail App Password.
5 min read · Read the guide →Need a hand?
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