Welcome. This is the first hour with Run a Call — the tour, the basics, and a first job by the end. By the time you finish, you'll have answered an inbound call, scheduled a tech, and sent an invoice.
Sign in
Open app.runacall.com and sign in with the email the owner used at signup. We'll prompt you to enable two-factor authentication on the first login — set it up now, it takes 30 seconds.
If you didn't get the welcome email, ask the account owner to resend it from Settings → Team. New users are invited by name and role, not by self-signup.
The dashboard at a glance
The home dashboard has three sections:
| Section | What it shows |
|---|---|
| Today | The day's scheduled jobs, in order. |
| Queue | Unassigned work that needs a tech. |
| Activity | What just happened across the team (a call landed, an estimate was approved, a payment cleared). |
The left nav is your home base: Jobs, Estimates, Invoices, Dispatch, Customers, Leads, Pricebook, Phone, Reports. Everything else lives under Settings.
Add your team
Go to Settings → Team and invite people by email. Pick the right role:
| Role | Access |
|---|---|
| Owner | Full access, including billing. |
| Admin | Full access, no billing. |
| Staff | Office and dispatch work, no system settings. |
| Field tech | Assigned jobs, schedule, photos, signatures, and payments only. |
Invitations are good for seven days.
Set business hours and service area
Go to Settings → Business and set your weekday/weekend hours, your timezone, and the zip codes you serve. Dispatch and the AI Receptionist both use this — get it right before going live.
Book your first job
You can create a job two ways:
- From a phone call — when an incoming call comes in (live or via the AI Receptionist), click Book job on the call panel.
- By hand — click + New job from the Jobs page.
Either way, you'll fill in:
| Field | What to enter |
|---|---|
| Customer | Search existing or create new. |
| Address | Auto-validates against USPS. |
| Job type | Service call, Tune-up, Install, etc. |
| Schedule | A tech, a date, a time window. |
Hit save. The job lands on the dispatch board.
Send an invoice
When the tech marks the job done, the invoice draft is already built from the job's line items and labor. Open it, review it, and hit Send. Customer gets an email with a link to pay by card or ACH.
What's next
- Run a Call mobile app overview
- Dispatch board overview
- AI Receptionist overview
- Connecting your QuickBooks Online account
Need help? Email admin@runacall.com — a real human answers, usually within an hour during business hours.