§ 05 HELP CENTER · 124 GUIDES · EVERY TAB COVERED
HOW CAN WE HELP?
Search 124 guides, watch a 6-minute tour, or call a human at 314·400·8006 — any hour, any day.
⌕
§ CUSTOM BUILD · FORM-7 INTAKE
REQUEST A CUSTOM FEATURE
247 OPEN · 38 IN BUILD · 412 SHIPPED YTD
◆ AVG TURNAROUND 14 DAYS
LIVE QUEUE
UPDATING
BROWSE BY CATEGORY
17 CATEGORIES · 124 GUIDES
◇
11 GUIDES
GETTING STARTED
Sign up, install, invite your team, guided setup, and finding your way around.
◈
10 GUIDES
CUSTOMERS + TRIAGE
The customer list, triage, and the customer workspace.
◉
6 GUIDES
JOBS + STAGES
Pipelines, work orders, and the construction suite.
◊
9 GUIDES
PHOTOS + DOCS
Capture job photos, scan documents, mark them up, and share them.
△
4 GUIDES
MEASUREMENTS
Roof measurements four ways: automatic, DIY tracing, imports, and certified reports.
⬢
5 GUIDES
INSURANCE + CLAIMS
Claims, storm data, and supplements.
◆
10 GUIDES
ESTIMATES + CONTRACTS
From first number to signed contract.
◐
12 GUIDES
INVOICING + PAYMENTS
Money in, money tracked.
◫
5 GUIDES
COMMISSIONS
Plans, queue, payouts, and the rep view.
✧
4 GUIDES
CALENDAR + SCHEDULING
One calendar for the whole company.
⬡
9 GUIDES
TEXTS, EMAIL + ALERTS
Every message in one place.
✦
6 GUIDES
REV · AI
Your AI teammate.
⬣
8 GUIDES
PORTALS + SUBS
Homeowner portals, subcontractor access, and the approvals queue.
⬟
4 GUIDES
AUTOMATION
Set it once, let it run.
◭
5 GUIDES
ROLES + TEAM
Who sees what — roles, permissions, your team roster, and the field-sales tools.
▣
10 GUIDES
ADMIN + BILLING
The company console and your subscription
▲
6 GUIDES
MARKETING
Find prospects, send approved campaigns, collect reviews, and grade your website.
§ POPULAR THIS WEEK
WHAT EVERYONE'S READING
§ GETTING STARTED · ★ POPULAR
Create your company account
4 min
→
§ GETTING STARTED · ★ POPULAR
Invite your team
4 min
→
§ CUSTOMERS + TRIAGE · ★ POPULAR
Customer list: search, sorting, and views
4 min
→
§ CUSTOMERS + TRIAGE · ★ POPULAR
The customer workspace
6 min
→
§ JOBS + STAGES · ★ POPULAR
Job stage templates
4 min
→
§ PHOTOS + DOCS · ★ POPULAR
Capture and upload photos
4 min
→
§ MEASUREMENTS · ★ POPULAR
Automatic roof measurements
4 min
→
§ MEASUREMENTS · ★ POPULAR
Certified measurements
3 min
→
§ VIDEO LIBRARY
WATCH & LEARN
◆ STILL STUCK? · A HUMAN PICKS UP ◆
CALL US.
ANY HOUR.
No phone tree. No hold music longer than 30 seconds. A real person — usually a former contractor — who knows the app and your trade.
◆ READY WHEN YOU ARE