Step-by-Step Tutorials
One result per tutorial, how long it takes, what you need first, and what to press when something does not work.
- How to Set Up Your First AutomationTurn on Dispatch, pick Manual or Best fit, set the words that count as yes, and check that your first test job goes out.
- How to Find Your Best ZIP CodesFind the ZIP codes, cities and area codes that make you the most per job, using the Group by control on the Statistics map.
- How To Build A Dashboard You Will Actually CheckStatistics, Insights: add the questions worth a tile, place them, size them, press Done. Five steps.
- How To Connect An AI App To Your JobsMake a key, add it to Claude Code or Cursor, and ask about your jobs. Five minutes, in the words on the screen.
- How To Connect CallRailPaste your CallRail API key in Statistics, Sources and each call becomes a job source. Four steps, in the words on screen.
- How to Connect Your Google Ads AccountConnect your Google Ads account in five minutes: sign in, pick the account, and check the spend is flowing. Includes fixes for the common errors.
- How To Read Your Credits BillSettings, Credits, Spent: the month's credits as a bill, line by line, down to the job. Pick a month, narrow to one company, download it.
- How To Get A Number For TextsSettings, Devices, Phone numbers, Get a number. Pick an area code, pick a number, press Get. The first month is free.
- How to Import Offline Conversions into Google AdsImport offline conversions into Google Ads by hand: get the click IDs, build the file, upload it, fix rejections. Then switch it on to run weekly.
- How to Close a BalanceOpen Close balance, check the jobs, press Close balance, preview the PDF, approve, and hand over the statement. Two minutes a person.
- How to Read Your First ReportRead your Statistics board in ten minutes: jobs, closing average, cost per lead and profit after leads, with a worked example.
- How to Set Up Your Job StatusesRename, reorder and add job statuses in Settings so every report counts in your words. Five minutes, no spreadsheets.
- How To Import Your Existing JobsExport from Jobber, Workiz, Housecall Pro or a spreadsheet and bring the jobs and money in. Six steps, nothing written until the last button.
- How To Send Job Changes To Another ToolAutomations, API keys, Webhooks: give us an address and we call it, signed, each time a job changes. Seven steps.
- How To Listen To Your Recorded CallsTurn on Record calls, make a call, then press Listen. Four steps, in the words on the screen.
- How to Send a Job on WhatsAppLink your WhatsApp phone, link the sub's group, assign the job, and watch him answer OK. About ten minutes the first time.
- How To Set Up An Extension NumberSix screens, about three minutes: a number your techs and customers call each other on, without private cell numbers.
- How to Set Up a Subcontractor SplitSet a default cut on the sub, override it on one job, add the parts and the payments, and read who owes whom. Five minutes.