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Getting started

Set up your shop, take the tour, and get to your first job.

11 articles
Getting to know Run a Call7 / 7
Getting started with Run a Call
Your first hour with Run a Call — the tour, the basics, and a first job by the end.
Run a Call dashboard overview
A guided tour of the office dashboard — what every widget means.
Run a Call mobile app overview
How techs use the iPhone and iPad app in the field.
Run a Call glossary
Plain-English definitions for Jobs, Leads, Memberships, Dispatch, and more.
Understanding clients vs leads
When something is a lead, when it's a client, and how to move between.
Searching customers, jobs, and calls
Use the global search to find anything in the system in two keystrokes.
Logging in and out of Run a Call
Web and mobile sign-in, plus how to switch between devices.
Account setup & customization4 / 6
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.