Getting started with Run a Call
Your first hour: set up your company, find your way around, invite your team, and book and bill a first job.
Run a Call dashboard overview
What each dashboard card shows, how to pick and arrange your cards, and how to keep up to five dashboards and share one with a role.
Run a Call mobile app overview
The technician app's tabs and a job from On My Way to payment, on iPhone, iPad, and Android.
Run a Call glossary
Plain-English definitions for Contacts, Pipeline, Dispatch, roles, memberships, and more.
Understanding contacts: leads and customers
How lead, prospect, quoted, customer, and inactive statuses work, and when they change on their own.
Searching contacts, jobs, invoices, and calls
Where to search for each kind of record and what each search box matches.
Logging in and out of Run a Call
Sign in with email and password on the web or mobile app, where you land, and how to sign out other devices.
Notifications and alerts
What the bell shows, what you get notified about, and which personal alerts you can switch off.
Creating anything from the + menu
Start a customer, estimate, job, invoice, meeting, or time off from the + button on any page.
Tasks: to-dos for your team
Give someone a to-do with a due date, link it to a customer or job, check it off, see your team's open and overdue tasks, and look back at everything that's been done.
