Using Your App

Your Messages: where every text lives

Tap Conversations in the bottom menu (the speech-bubble icon, second from the left). Every text, lead, and review reply lands here. This is really the only screen you need day to day.

• Where it is: the bottom menu, the speech-bubble icon. That is your inbox.
• The bell at the top is just alerts, not your messages.
• When a customer replies, it shows up right here so you can answer.

Start a new text

On the Conversations screen, tap the + button (bottom right, marked in green above), then choose New Message. Type the person's number or pick a contact and text them like normal. Everything you send shows your business number, and their reply comes right back to this same inbox.

Make a call or a text, fast

From the app home screen you can Make a Call or start a New Message in one tap.

Your pinned apps, on Home

On Home, Pinned apps puts these one tap away: Contacts, Dialer, Estimates and Products. We set them up for you; no need to dig through the Apps menu.

Make calls from the app

Two ways to call a customer, both work:

• Your normal phone. Easiest, works like always. The customer sees your personal number.
• The app dialer (shown here). The customer sees your business number and the call is logged. Optional, most people just use their normal phone.

Your new number rings your normal cell, and if you miss a call the system texts that caller back for you. How your new number works →

Your other tools live in "Apps"

Tap Apps (bottom right of the menu) to find your Dialer, Contacts, and Notifications all in one place.

Add a customer

Two easy ways to add someone to your contacts:

By hand: type their name and number.

Scan a business card: point your camera and it fills in the details.

Estimates: your app also sends estimates with your logo

Tap Apps, then Estimates: pick the customer, type what you charge, and send it by text or email. See the step-by-step guide →

Change your language

Want the app in Spanish or English? Tap the gear (top right), then Language, and pick the one you want.

Forgot your password?

It happens. Here is the 4-step fix:

• On the login screen, tap Forgot password?
• Enter your email.
• Open the reset link we email you.
• Pick a new password and sign back in.

Rather skip it? Text us and we reset it for you.

What we handle for you (you never touch it)