Dashboard/Settings

Settings

Business hours, tax, branding, Stripe, notifications, and team permissions.

Plan & Billing

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AI Receptionist

Never miss a call. Add a 24/7 AI receptionist that books appointments and recovers missed calls.

AI Receptionist Starter
Answers every call, texts back missed calls, takes messages. Great starter.
$499/moAdd
AI Receptionist ProPOPULAR
Everything in Starter + real scheduling, customer lookups, missed-call recovery.
$799/moAdd
AI Front Office
Multiple call flows, outbound confirmations, revenue recovery, dedicated success manager.
$1499/moAdd

Company Setup

Set up your business profile to unlock customers, jobs, invoicing, and scheduling.

No company linked to your account yet. Fill out the form below to get started.

Where new-lead and internal alerts are sent. Leave blank to use the business email above.

Growth Goals
Set your 1/3/5-year revenue goals, hiring plans, and expansion targets.

Notifications & Digests

Control what gets emailed to you.

Weekly Industry Radar digest
Get this week's top findings emailed every Monday morning.
Test it
Send yourself a sample digest now.

Stripe Connect

Connect your own Stripe account to receive payments directly from customers.

Not connected

You'll be redirected to Stripe to log in or create an account. No setup needed — just click and connect.

Accounting Sync & Reconciliation
Connect QuickBooks Online. Auto-sync invoices, payments, and customers. No double entry.

Invoice Branding

Customize how your invoices look to customers.

Complete Company Setup above before configuring invoice branding.

Revenue Categories

These categories power the "Revenue by Service" chart. AI automatically categorizes each invoice based on its line items — customize them to match your business.

Automated Texts & Reviews

Customize automated customer text messages and review requests.

Master toggle for all automated customer messaging.

Customers who rate 4-5 stars will be prompted to leave a public review here.

Text Message Templates

Customize the wording of each automated message.

{customer_name}{tech_name}{eta}{company_name}{review_link}

SMS Compliance: All messages include "Reply STOP to opt out" by default. When a customer replies STOP, their record is automatically flagged as opted out and no further automated texts are sent. Messages are logged per customer on their record.

Automated Follow-Up & Collections

Controls the AI Follow-Up (estimates & reviews) and AI Collections (overdue invoices) automations. Messages send by email; SMS is only used once a provider is connected.

Estimate follow-up
Nudge customers who haven't approved an estimate.
Overdue invoice reminders
Escalating payment nudges with a pay link until paid.
Review request channel
How we ask for a review after a completed job.
AI-personalized copy
Generate each message with the LLM in your brand voice (falls back to template if it fails).

More settings

Business hours, tax rates, currency, branding, and notification preferences. Wires in during onboarding.