How Run a Call fits together: customer → job → dispatch → invoice → paid. Watch this first.
Short, focused screencasts — under 6 minutes each.
Welcome — the full tour
How to create a job
Pick the customer, property, type, priority, schedule, tech + helpers, attach a checklist.
Sending an estimate & customer approval
Send by email, the customer picks a tier, signs on their phone, and books a time slot.
Creating bundle templates
Reusable good / better / best line-item sets that load into estimates and jobs in one tap.
