Getting startedRun a Call glossary
Plain-English definitions for Jobs, Leads, Memberships, Dispatch, and more.
Quick definitions of the terms Run a Call uses. Point new team members here on day one.
A–C
| Term | Definition |
|---|
| AI Receptionist | The voice agent that answers inbound calls 24/7 and books jobs. |
| Callback (job type) | A follow-up visit modeled as a separate child job. The original job stays at its real status; the child's parent_job_id points back. |
| Card on file | A customer's payment card saved (securely via Stripe) for repeat charges. |
| Customer | The only customer record. Includes everyone from a fresh lead to a long-time client — sliced by lead_status. |
D–J
| Term | Definition |
|---|
| Dispatch board | The day's grid of techs × time slots; where you assign and reassign jobs. |
| Job | A single visit to a customer. Has a type (Service / Maintenance / Installation / Estimate / Callback), schedule, assignee, line items. |
K–P
| Term | Definition |
|---|
| Kanban view | The Customers page's grouped-by-lead_status view. Drag cards from Lead → Prospect → Quoted → Customer. |
lead_status | A field on every customer record. Values: `lead |
| Membership | A recurring service plan a customer is enrolled in (one or more visits + a member discount). |
| Pricebook | Your catalog of items and services with prices. |
R–T
| Term | Definition |
|---|
| Recurring job | A job that re-creates itself on a calendar cadence (e.g. quarterly maintenance). |
| Runny | The AI dispatcher that balances a board of jobs across techs. Lives at the bottom of the dispatch board. |
| Tag | A label you stick on jobs, customers, or calls for filtering and reporting. |
U–Z
| Term | Definition |
|---|
| Unassigned queue | Jobs that exist but aren't on a tech yet. Top strip of the dispatch board. |
| Visit | A single included service in a membership term (e.g. Spring tune-up). |
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