All articles
Every published help article, grouped by category. 226 articles in total.
Getting started
11 articles- Getting started with Run a Call
- Run a Call dashboard overview
- How to add new team members to your account
- Run a Call mobile app overview
- Uploading your company logo
- Run a Call glossary
- Understanding clients vs leads
- Creating tags for jobs, clients, and calls
- Searching customers, jobs, and calls
- Requesting new features in Run a Call
- Logging in and out of Run a Call
Jobs
16 articles- How to create your first job
- Understanding the job lifecycle
- Generating and sending work orders
- Assigning team members to jobs
- Creating unscheduled jobs
- How to update a job's status
- Creating estimates and invoices from jobs
- Making before-and-after photos required
- Viewing a job's activity timeline
- Using the pipeline boards
- How to cancel a job
- How to close a job
- How to delete a job
- Adding and editing job notes
- Finding done or canceled jobs
- Adding tags to jobs
Estimates
10 articles- How to create and send an estimate
- Adding a payment schedule to an estimate (deposits & progress payments)
- Understanding estimate statuses
- Estimates FAQ
- How customers approve or decline estimates
- Creating a job from an estimate
- Creating an invoice from an estimate
- Knowing when a customer has viewed an estimate
- Downloading an estimate as a PDF
- Deleting an estimate
Invoices
8 articlesSchedule & Dispatch
6 articlesCustomers
14 articles- How to add a new customer
- How to capture a new lead
- Customer profile overview
- Working the customer kanban
- Viewing a customer's service history
- Converting a lead to a customer
- The customer project page — one link for the whole job
- Adding multiple properties for one customer
- Marking a lead inactive
- Changing a customer's billing address
- Tracking lead sources (ads, referrals)
- Collecting customer signatures
- Customizing the customer kanban columns
- Deleting a customer
Equipment
9 articles- Tracking equipment installations and service history
- Grouping equipment into systems
- Assigning job and invoice items to equipment
- Manually adding new equipment to a client
- Asset IDs and custom equipment types
- Reading a unit's cost history
- Viewing equipment history logs
- Printing an equipment history for a customer
- The Equipment Cost Analysis report
Pricebook
9 articlesPayments
10 articlesAI Receptionist
9 articles- AI Receptionist overview
- Customizing the AI Receptionist (greeting, voice, tone, FAQ)
- What happens when no one's at the office
- Setting up the AI Receptionist
- Reviewing AI call transcripts
- Spam filtering and call-block rules
- Auto follow-ups after a missed call
- How the AI Receptionist is billed
- Adding business facts to the AI prompt (FAQ editor)
Phone (VoIP)
9 articlesMessages
5 articlesMobile app
19 articles- Installing the Run a Call app on iPhone & iPad
- Managing jobs on mobile
- Creating and sending estimates on mobile
- Sending messages from mobile
- Installing the Run a Call app on Android
- Using the time clock on mobile
- Creating and sending invoices on mobile
- Click-to-dial from the mobile app
- Working offline in the mobile app
- Closing jobs from the mobile app
- Recording payments on mobile
- Team chat in the mobile app
- Taking before-and-after photos on mobile
- Searching the pricebook on mobile
- Requesting parts from the field
- Requesting time off from the app
- Flagging an opportunity for the estimator
- The Ranks leaderboard
- Logging refrigerant on mobile
Online booking
6 articlesMemberships
8 articlesPurchase Orders
3 articlesInventory
7 articlesReports
11 articlesAutomations
13 articles- Automations overview
- System templates catalog
- Building a custom automation
- Viewing automation runs and step timelines
- Enabling SMS-based automations
- Automation triggers catalog
- Organizing automations into folders
- Membership renewal and dunning emails
- Automation actions catalog
- Overdue invoice reminders
- Filters, paths, and delays
- Triggering automations from an inbound webhook
- Variables and step outputs in messages
Team management
6 articlesQuickBooks
15 articles- Connecting your QuickBooks Online account
- How invoice details sync to QuickBooks Online
- Setting up QuickBooks Payroll for your team
- Configuring the QuickBooks Online integration
- How payments sync to QuickBooks Online
- Syncing timesheet hours to QuickBooks Payroll
- Disconnecting QuickBooks
- How customers sync to QuickBooks Online
- Posting wages to QuickBooks classes
- Mapping Run a Call items to QBO products & services
- Job-costed labor: splitting a tech's day by job
- Mapping tax rates to QuickBooks Online
- Tracking revenue by QuickBooks class
- Syncing purchase orders to QuickBooks as Bills
- Resolving common QuickBooks errors