Everything we need to set up your CRM. It takes about five minutes.
What your customers and crew see.
As registered (LLC, Inc.). Used for billing and texting registration.
Lowercase letters, numbers and dashes, 3 to 30 characters. Your customer portal is this plus /portal.
Sets up your starting Services, products and templates (and later the review sites we suggest).
Sets your starting words and defaults. Different Styles are in Settings any time.
You'll be the first admin.
Your sign-in link goes here.
Optional. Carriers ask for it when registering texting.
Only needed for texting registration. You can add it later.
The public page customers see before they sign in (your web address above). Change it any time in Settings > Company.
Filled in from your type of business. Edit it to say it your way.
Blank uses your mobile number.
Optional. Blank leaves the email off your page.
Owners and office staff. An admin who also runs a route counts once, as office.
Technicians who only use Field.
Have a code? Enter it here. Automatic promotions apply on their own.
When we may install updates, in your time zone. Never while a crew has a Service in progress. Urgent security fixes go out right away.
US carriers require every business that texts customers to register its brand and how it texts (10DLC). We submit it for you with your legal name, address, website and EIN; carrier review usually takes a few days, and texting turns on when it's approved. You agree to text only customers who gave you their number for that purpose, and to honor STOP and HELP.
Optional. Setup and billing notices only. Message and data rates may apply. Reply STOP to opt out.