Enabling two-factor authenticationComing soon
Add 2FA to your account so a stolen password isn't a breach.
How to add new team members to your account
Invite office staff, dispatchers, and field techs with the right role.
Uploading your company logo
Brand estimates, invoices, and the booking portal with your logo.
Customizing your job, estimate, and invoice IDsComing soon
Set a prefix and starting number so IDs match your prior tooling.
Creating tags for jobs, clients, and calls
Tags give you ad-hoc filters — "warranty", "VIP", "call back".
Requesting new features in Run a Call
How feature requests reach product — and what happens after.