1. Download the App

This is your command center. Everything runs through the app — leads, messages, reviews, calendar.

Tip: Search "Lead Connector" or "HighLevel" in your app store. Use the login credentials we sent you.

2. Log In

Use the email from your onboarding and the password you created.

  • Email: The one you gave us during signup
  • Password: Must include a special character (!@#$%)
  • Forgot password? Use the reset link on the login screen

Can't log in? Text us your email and we'll reset it for you.

3. Enable Notifications

This is crucial. Notifications tell you when leads come in.

  1. Open the app
  2. Go to Settings (gear icon)
  3. Tap Notifications
  4. Turn on All Notifications
  5. Make sure your phone allows notifications from this app

Why this matters: The first contractor to respond usually wins the job. Notifications keep you fast — you'll know within seconds when someone wants to hire you.

4. Know Your App

Here's what each section does:

Section What It Does
Conversations All messages in one place — texts, chat, email, Facebook, Instagram
Contacts Your customer database. Everyone who's ever contacted you.
Calendar Appointments and reminders. Syncs with your schedule.
Marketing Form Send review requests to happy customers. This is your main task!

5. Your One Job

Here's what you need to do after every happy customer:

The Marketing Form

  1. Open the app
  2. Tap Marketing Form
  3. Enter customer name + phone
  4. Hit Send
  5. Done

What happens next (automatic):

  • Day 1: Review request sent
  • Day 3: Reminder if no response
  • Day 7: Another reminder
  • Day 14: Final reminder
  • Then: Added to 1-year follow-up sequence

That's it. Use the Marketing Form after every job, and the system does everything else. You focus on the work — we handle the follow-up.

Quick Checklist

Before you go, make sure you've done these:

  • Downloaded the app
  • Logged in successfully
  • Enabled all notifications
  • Found the Marketing Form
  • Bookmarked your quick links page: yoursite.com/my-links

Ready to learn more?

Understand how your website and review system bring in leads:

Your Website → Getting Reviews →