Knowledge Base

Account setup, your first job, your first invoice.

Managing customers, contacts, notes, tags.

Creating, scheduling, dispatching, and closing jobs.

Appointments, dispatch, GPS routing.

Estimates, invoices, recurring billing, customer credits.

Stripe, USIO, ACH, refunds, saved methods.

Contracts, recurring schedules, renewals.

Bookings, assets, packages, maps, meters, audit walks.

Public waitlist, registration, queue management.

Items, vendors, warehouses, stock adjustments.

Revenue, sales, aging, statements, dashboards.

Email templates, SMS, IMAP, notifications.

Trigger-based automation engine.

AI search, summaries, AI assist on notes.

Document library, approvals, sharing.

QuickBooks, Stripe, USIO, Twilio, Google.

Time tracking, payroll categories, reports.

Staff users, roles, and permission management.

Company settings, branding, business units.

Common issues, error messages, diagnostics.

Frequently asked questions.