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TactStack

Custom software, automation, and AI built for your operation.

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Start a Project

Describe what you need in your own words and get a custom quote.

/start

About TactStack

Who runs the company, how we scope a build, and what we will not do.

/about

Usage & Add-Ons

How pricing, consumption, and rebilling work.

/usage

Readiness Test

Score your business against the tech-stack checklist.

/readiness

Free Resources

Setup checklist plus security, accessibility, and compliance scanners.

/resources

Dev Support

Ongoing support for the systems you already run.

/dev-support

Our Work

Software we designed and built, and why.

/work

Holler

Secure voice messaging that installs without an app store.

/work/holler

Your Next Leads

A lead generation suite that finds, verifies, and reaches new contacts.

/work/your-next-leads

Manufactor Finance

Funding intake for manufacturers, routed to the right program before a human touches it.

/work/manufactor-finance

Foody Finance

Financing for food businesses, matched by a specialist before anything touches credit.

/work/foody-finance

The PayPer Company

Pay-per-call lead generation where the business only pays for a ringing phone.

/work/the-payper-company

Rapid City Compost

Commercial composting pickups with a weight ticket and audit-ready diversion paperwork.

/work/rapid-city-compost

Sell More Academy

Free sales training in public, with the finished work product from every class behind a $49 a year library.

/work/sell-more-academy

Ben McGary

A personal site that qualifies coaching applicants instead of collecting contact forms.

/work/ben-mcgary

JayLee McGary

One site running a clinical consulting practice, a product line, and a wellness community.

/work/jaylee-mcgary

FundFlow

A branded lending platform brokers can run their whole deal flow through.

/work/fundflow

ClearLens

Paste any content and get propaganda scoring, bias detection, and fact verification.

/work/clearlens

Lyncs Pro

Reputation management that collects more reviews, filters the bad ones, and replies to every customer automatically.

/work/lyncs-pro

Live Demos

Walk through every app we build for clients.

/projects

AI Agent Chatbot

Pick a persona — receptionist, sales qualifier, support, concierge — and chat with a real AI agent. Voice mode ready.

/projects/ai-chatbot

Inventory Manager

Real SKU table. Add, edit, adjust qty, flag low stock, print a restock list — all live.

/projects/inventory

Customer Intake

Multi-step intake form with validation. Generates a ticket and stores submissions.

/projects/intake

Project Board

Drag-and-drop kanban with task details, owners, priorities, and notes.

/projects/projects-board

Quote Builder

Add line items, set tax/discount, generate a printable PDF quote on the spot.

/projects/quote-builder

Service Dispatch

Drag jobs across techs and time slots. Update status with one tap. Stamps every change.

/projects/dispatch

Unified Inbox

SMS, Email, Webchat, and FB threads in one view. Reply, archive, filter — all real.

/projects/inbox

Follow-Up Sequencer

Build a multi-step SMS/email/call drip. Drop in a lead and watch the timeline fire on accelerated time.

/projects/followup

Collections Agent

Aging A/R table. Pick an invoice — the message auto-tunes to days overdue. Edit, send, log the touch.

/projects/collections

Review Request Engine

One-click review asks on closed jobs. Star-gate sends 4–5★ to Google and 1–3★ to a private form.

/projects/reviews

Custom Dashboards

Drag KPI tiles onto a grid. Pick metric and chart type per tile. Layout persists.

/projects/dashboard-builder

Smart Booking Widget

Customer-facing scheduler. Pick service, day, time — slot conflicts auto-block.

/projects/booking

Membership Manager

Recurring service plans by tier. Auto-rolls next-due dates. MRR at a glance.

/projects/memberships

Route Optimizer

Reorder the day's stops by hand or one-click optimize. Live mileage and ETA.

/projects/routes

Commission Calculator

Per-tech rules: % of revenue or profit, with bonus tiers. Printable payroll run.

/projects/commissions

Workflow Builder

Drop in triggers, conditions, and actions. Run a test lead and watch each step fire.

/projects/automation-flow

Integration Hub

Toggle services on/off. Fire a test event and watch it ripple through your stack.

/projects/api-mashup

Grant Tracker

Track grants from research to award. Deadlines, statuses, pipeline value at a glance.

/projects/grants

Industries We Serve

How the system fits each industry we work with, job by job.

/industries

Build library

Step-by-step answers to the operating problems we get hired to solve, from intake to invoicing.

/guides

How do I build a workflow?

Build a workflow in minutes: choose a trigger, stack your actions, add waits and conditions, test it on yourself, then turn it on without breaking what already runs.

/guides/build-a-workflow

How do I create an AI agent to answer calls and chats?

Create an AI agent in your system to answer calls, chats, and texts after hours: scope, knowledge, booking permissions, handoff rules, and testing before you go live.

/guides/create-an-ai-agent

How do I set up missed call text back?

Set up missed-call text-back in your system: an instant text after any unanswered call, one clear question, a booking link, and replies in a shared inbox so no caller is lost.

/guides/set-up-missed-call-text-back

How do I send a text message campaign?

Send a compliant SMS campaign in your system: build the list from a filter, check consent, write one clear ask, test it, schedule in business hours, and staff the replies.

/guides/send-a-text-campaign

How do I automatically ask customers for reviews?

Automate review requests in your system: trigger from job completion, text a direct link, follow up once, catch unhappy customers first, and reply to every review.

/guides/automate-review-requests

How do I build a sales pipeline?

Build a sales pipeline in your system: stages named after customer actions, automatic movement, forecast values, stale-deal alerts, and a board your team will actually use.

/guides/build-a-sales-pipeline

How do I send a quote or estimate?

Send quotes and estimates from the field in your system: priced templates, good-better-best options, e-signature, automatic follow-up, and acceptance that schedules the job.

/guides/create-a-quote-or-estimate

How do I invoice a customer and take payment?

Invoice straight from the job: text-and-email invoices with a pay link, card and bank payments, deposits, automatic reminders, and recurring billing for maintenance plans.

/guides/take-a-payment-or-invoice

How do I set up a booking calendar?

Set up online booking in your system: calendars per job type, availability and buffers, round-robin assignment, automatic confirmations and reminders, and no double bookings.

/guides/set-up-a-booking-calendar

How do I import my contacts and job history?

Migrate without losing anything: export, clean and deduplicate, map fields, test with a small batch, import history and consent, then run parallel before cutover.

/guides/import-contacts-and-migrate

How do I route calls to the right person?

Set up call routing in your system: ring order, simultaneous or sequential ringing, overflow to a backup, after-hours paths, and a follow-up on every unanswered call.

/guides/route-calls-to-the-right-person

How do I set up a business phone number?

Add or port a business phone number in your system, register it for texting, set answering hours and voicemail, and keep every call attached to the customer record.

/guides/set-up-a-business-number

How do I record and review calls?

Turn on call recording and transcription in your system, attach recordings to customer records, and review calls weekly to find lost jobs and coaching opportunities.

/guides/record-and-review-calls

How do I build a phone menu for callers?

Build a simple caller menu in your system: two or three options, one level deep, routed to the right team, with a fast path to a human and after-hours handling.

/guides/build-a-caller-menu

How do I text customers from my business number?

Send and receive customer texts on your business number in your system: shared inbox, team replies, templates, opt-out handling, and every message on the record.

/guides/text-from-your-business-number

How do I handle after-hours calls?

Set up after-hours call handling in your system: night and weekend schedules, emergency triage, on-call paging, automatic booking, and morning follow-up tasks.

/guides/set-up-an-after-hours-line

How do I stop missing calls during busy hours?

Cover peak call hours in your system with simultaneous ringing, overflow answering, instant text-back, and reporting that shows exactly when calls are being missed.

/guides/stop-missing-calls-at-busy-times

How do I get all my customer messages in one inbox?

Connect texts, email, web chat, and social messages into one shared inbox with assignment, response-time alerts, and full history per customer.

/guides/unify-messages-in-one-inbox

How do I add live chat to my website?

Add a chat widget to your site with your system: capture name and number, route chats to the shared inbox, hand off to an assistant after hours, and book from chat.

/guides/add-live-chat-to-your-website

How do I message customers on the channels they already use?

Connect text, email, chat, and social messaging in your system, set channel preferences per customer, and let follow-up automations reply where the customer started.

/guides/message-on-every-channel

How do I create reusable message templates?

Build reusable text and email templates in your system with merge fields, team-wide access, and shared wording across manual replies and automated follow-ups.

/guides/create-message-templates

How do I set up automatic replies while I'm on a job?

Set instant auto-replies for texts and chats in your system with different messages for business hours, after hours, and holidays, plus escalation to a real person.

/guides/set-up-auto-replies

How do I keep business texting compliant?

Stay compliant with business texting in your system: carrier registration, consent capture, opt-out handling, quiet hours, and record keeping that protects delivery.

/guides/keep-texting-compliant

How do I follow up with leads that go cold?

Build a nurture sequence in your system that follows up with cold leads by text and email, pauses on any reply, and reactivates old estimates on a schedule.

/guides/build-a-nurture-sequence

How do I schedule multiple crews or bays on one calendar?

Book multiple crews, trucks, or service bays on one calendar with per-resource availability, capacity limits, skill routing, and no double bookings.

/guides/schedule-multiple-crews

How do I add travel time and buffers between appointments?

Configure buffers and travel time in your system so appointments include drive, setup, and cleanup, keeping crews on time and customer windows realistic.

/guides/set-travel-time-and-buffers

How do I send appointment reminders that cut no-shows?

Set up confirmation and reminder messages in your system that reduce no-shows: timing, wording, reschedule links, confirmation replies, and same-day escalation.

/guides/send-appointment-reminders

How do I let customers reschedule or cancel themselves?

Enable self-service rescheduling and cancellation in your system with policy windows, automatic crew notifications, waitlist backfill, and no phone tag.

/guides/let-customers-reschedule

How do I split bookings evenly across my team?

Set up round-robin booking in your system: even distribution, weighted rotation, skill and territory rules, and sticky assignment for repeat customers.

/guides/round-robin-team-bookings

How do I schedule recurring or seasonal service visits?

Set up recurring and seasonal service scheduling in your system: visit intervals, automatic booking or reminders, service plans, and lapsed-customer recovery.

/guides/schedule-recurring-visits

How do I score and prioritize leads?

Build a lead scoring model in your system using job type, urgency, source, and engagement, then route high scores to a person and low scores to nurture.

/guides/score-and-prioritize-leads

How do I track where every lead came from?

Capture lead source on every channel in your system with tracking numbers, form fields, and referral prompts, then report revenue by source instead of raw leads.

/guides/track-lead-sources

How do I automate follow-up at each pipeline stage?

Attach automations to pipeline stages in your system: entry actions, stall timers, escalation tasks, and automatic stage moves driven by real customer behavior.

/guides/automate-pipeline-followup

How do I win back old estimates that never closed?

Reactivate unclosed quotes in your system: pull the list, segment by value and loss reason, send a short win-back sequence, and route replies to a person fast.

/guides/win-back-lost-estimates

How do I ask for referrals automatically?

Build an automatic referral program in your system: trigger after happy jobs, make sharing one tap, track referrers on the record, and report referral revenue.

/guides/build-a-referral-flow

How do I set and track sales targets?

Set revenue targets in your system and track them backwards through close rate, average job value, appointments, and leads on a weekly dashboard.

/guides/set-sales-targets

How do I set up recurring billing for service plans?

Create service plans with recurring billing in your system: intervals, cards on file, automatic receipts, failed payment retries, and pausing or cancelling cleanly.

/guides/set-up-recurring-billing

How do I collect a deposit before scheduling a job?

Require deposits at booking in your system: fixed or percentage amounts, payment-gated scheduling, automatic credit to the invoice, and a clear refund policy.

/guides/take-a-deposit-before-scheduling

How do I chase unpaid invoices automatically?

Build an invoice reminder ladder in your system: due-date texts, escalating follow-ups, one-tap payment links, automatic stop on payment, and human escalation.

/guides/send-payment-reminders

How do I build a price book my whole team uses?

Create a shared price book in your system with standard services, good-better-best options, and controlled discounts so quotes are consistent and fast.

/guides/build-a-price-book

How do I issue a refund or adjust an invoice?

Handle refunds and invoice corrections in your system: partial refunds, credit notes, documented reasons, customer notifications, and clean records for your books.

/guides/refund-or-adjust-an-invoice

How do I capture leads with a form that actually converts?

Build high-converting lead forms in your system: minimal fields, mobile-first layout, hidden source tracking, instant auto-reply, and direct pipeline routing.

/guides/capture-leads-with-a-form

How do I build a landing page for a service or offer?

Build landing pages in your system that convert: one offer per page, outcome-led headlines, proof, a single call to action, and fast mobile load times.

/guides/build-a-landing-page

How do I organize my contacts into lists I can actually use?

Organize contacts in your system with a small tag system and self-updating segments by service history, job type, location, and status for targeted campaigns.

/guides/build-a-list-you-can-segment

How do I know which ads are actually booking jobs?

Connect ad spend to booked revenue in your system with campaign tracking, dedicated call numbers, and cost per booked job reporting instead of cost per click.

/guides/track-which-ads-book-jobs

How do I run a seasonal campaign to my customer list?

Plan and send seasonal campaigns in your system: pick the right segment, time it before the rush, send text plus email, and follow up with clickers who did not book.

/guides/send-a-seasonal-campaign

How do I post to all my social accounts from one place?

Connect and schedule social accounts in your system: one content calendar, batched job-photo posts, per-channel formatting, and replies that reach your inbox.

/guides/publish-to-social-in-one-place

How do I run an email newsletter customers actually read?

Send a customer newsletter in your system that gets read: monthly cadence, useful seasonal content, one call to action, clean lists, and deliverability basics.

/guides/run-an-email-newsletter

How do I train an AI agent on my business?

Train an AI agent in your system with your services, pricing ranges, policies, and real customer questions, plus clear limits, testing, and weekly transcript review.

/guides/train-an-ai-agent-on-your-business

How do I hand a conversation from an AI agent to a person?

Configure AI-to-human handoff in your system: escalation triggers, transcript transfer, on-hours and after-hours routing, and stopping the agent cleanly.

/guides/hand-off-from-ai-to-a-human

How do I use an AI agent to follow up with leads?

Set up AI-assisted lead follow-up in your system: persistent multi-touch outreach, live calendar booking, warm handoff to a person, and clear stop conditions.

/guides/use-ai-to-follow-up-with-leads

How do I review and improve AI conversations?

Run a weekly AI transcript review in your system: which conversations to sample, what to fix at the source, quality metrics to track, and how to prove improvement.

/guides/review-ai-conversations

How do I assign and track tasks across my team?

Assign tasks in your system with a single owner, due dates, and customer context, automate the routine ones, and surface overdue work before it costs a job.

/guides/assign-and-track-tasks

How do I control what each team member can see and do?

Configure user roles and permissions in your system: least-privilege access for techs, office staff, and owners, plus offboarding and periodic access reviews.

/guides/set-up-user-permissions

How do I onboard a new team member into the system?

Onboard new hires into your system with a repeatable checklist: role-based login, calendar and call routing, focused training, and a first-week review.

/guides/onboard-a-new-team-member

How do I build a job checklist crews actually complete?

Create mobile job checklists in your system with photo capture, required completion steps, per-job-type templates, and reporting that catches skipped work.

/guides/build-a-job-checklist

How do I set up notifications without overwhelming my team?

Configure notifications in your system by role and urgency: what to alert on, quiet hours, escalation for unclaimed items, and how to avoid alert fatigue.

/guides/manage-team-notifications

How do I build a dashboard that shows how the business is doing?

Build a simple operating dashboard in your system: the few metrics that drive decisions, period comparisons, a weekly review rhythm, and one owner per number.

/guides/build-a-dashboard

How do I see which marketing actually produces jobs?

Report marketing performance by revenue in your system: booked jobs and dollars per source, cost per booked job, close rate by channel, and quarterly review.

/guides/see-which-marketing-produces-jobs

How do I track team performance fairly?

Track team performance in your system with controllable metrics like close rate, callbacks, and response time, reviewed against personal trends to coach fairly.

/guides/track-team-performance

How do I build a website page that actually books jobs?

Build a booking-focused website page in your system: one offer, one call to action, proof near the button, and a form connected straight to your calendar.

/guides/build-a-booking-website-page

How do I publish a blog that brings in local searches?

Publish a local blog in your system that answers real customer questions, mentions your service area, links to booking pages, and grows search traffic steadily.

/guides/publish-a-local-blog

How do I set up a page for each town I serve?

Set up service area pages in your system for each town you serve, with unique local detail, clear services, and a booking form on every page.

/guides/build-service-area-pages

How do I show before and after photos and proof of my work?

Build a before and after photo system in your system: capture proof on every job, caption the fix, and place it near booking pages where trust decisions happen.

/guides/show-before-and-after-proof

How do I build a thank you page that keeps selling?

Turn thank you pages into a next step in your system: confirm what happens next and add one relevant offer, referral ask, or related service booking.

/guides/build-a-thank-you-page

How do I build an intake form people actually finish?

Build a multi-step intake form in your system that people finish: short steps, progress indicators, easy questions first, and saved partial answers.

/guides/build-a-multi-step-intake

How do I qualify jobs with questions that change based on the answers?

Set up conditional logic in your system forms so questions branch by job type, keeping intake short while gathering what each job needs to be quoted.

/guides/qualify-jobs-with-conditional-questions

How do I collect photos and files from customers?

Add photo and file uploads to your intake forms with clear instructions, size limits, and automatic attachment to the customer record.

/guides/collect-photos-and-files

How do I send form answers straight into the right pipeline?

Connect your intake forms directly to pipelines so submissions land in the right stage automatically based on job type, urgency, or source.

/guides/route-form-answers-to-a-pipeline

How do I merge duplicate contacts?

Merge duplicate contacts in your system by matching on phone and email, reviewing before confirming, and keeping the record with the fullest history.

/guides/merge-duplicate-contacts

How do I tag and segment contacts without making a mess?

Build a clean tagging system in your system with a fixed tag list, factual naming, and monthly review so segments stay usable as your list grows.

/guides/tag-and-segment-contacts

How do I set up custom fields for my trade?

Set up custom fields in your system that match your trade: dropdowns over free text, fields tied to quoting and scheduling, and a lean, maintained list.

/guides/set-up-custom-fields

How do I clean out dead records without losing history?

Clean up dead contact records in your system by archiving instead of deleting, using clear inactivity criteria that preserve job history and revenue data.

/guides/clean-up-dead-records

How do I stop my emails from going to spam?

Fix email deliverability in your system: verify your sending domain, control volume, clean your list, and write messages that keep engagement healthy.

/guides/stop-emails-going-to-spam

How do I warm up a new sending domain?

Warm up a new sending domain in your system with a gradual volume ramp, engaged early recipients, and clean sending habits that protect deliverability.

/guides/warm-up-a-sending-domain

How do I handle bounces and unsubscribes?

Handle email bounces and unsubscribes in your system: separate hard from soft bounces, honor opt-outs instantly, and keep your list clean and compliant.

/guides/handle-bounces-and-unsubscribes

How do I write a reactivation email that gets replies?

Write a reactivation email in your system that reconnects with past customers using a personal note, a specific reference, and one clear question.

/guides/write-a-reactivation-email

How do I offer payment plans or financing?

Set up payment plans in your system with clear installment terms, automated due dates, and a written agreement customers sign before work begins.

/guides/offer-payment-plans

How do I text a customer a link to pay?

Send a payment link by text in your system: generate the invoice, message the amount and link directly, and confirm payment automatically on receipt.

/guides/send-a-text-to-pay-link

How do I reconcile payments against jobs?

Reconcile payments to jobs in your system with a regular matching schedule, flagged discrepancies, and one shared view of job and payment status.

/guides/reconcile-payments-to-jobs

How do I handle failed and declined payments?

Handle failed and declined payments in your system with instant notifications, automatic retries, and a clear escalation path after repeat failures.

/guides/handle-failed-payments

How do I follow a lead from first click to paid invoice?

Build end-to-end attribution in your system: tag source at first contact, keep it through the pipeline, and match paid invoices back to where leads started.

/guides/read-attribution-end-to-end

How do I track what actually happens on my calls?

Track call outcomes in your system by logging a result on every call, then reporting booking rate by source and by staff member to find where calls are lost.

/guides/track-call-outcomes

How do I measure how fast my team responds to leads?

Measure lead response time in your system by timestamping first contact against lead arrival, then reporting the gap by staff and by hour to protect booking rate.

/guides/report-on-response-times

How do I respond to a bad review?

Learn how to respond to a bad review professionally: acknowledge the issue, move the conversation offline, and use your system to track resolution end to end.

/guides/respond-to-a-bad-review

How do I show my reviews on my website?

Showcase customer reviews on your website effectively: place strong recent quotes near booking pages, keep them updated, and track which reviews convert.

/guides/showcase-reviews-on-your-site

How do I keep reviews coming in all year?

Build a steady flow of reviews all year using your system: automate the ask after every job, track monthly volume, and follow up without over-messaging customers.

/guides/keep-reviews-coming-year-round

How do I sell a maintenance plan as a membership?

Turn recurring visits into a membership in your system: tiered pricing, automatic billing, point-of-sale offers, and renewal that does not depend on a call.

/guides/sell-a-maintenance-plan

How do I deliver training or onboarding content to customers?

Automate customer onboarding in your system with a short message sequence, one action per step, and a way to track who has actually engaged.

/guides/deliver-customer-training

How do I run a private community for repeat clients?

Build a private client community in your system that drives repeat business: invite criteria, a weekly reason to engage, and simple moderation.

/guides/run-a-private-client-community

How do I run the business from my phone?

Set up the mobile app in your system to manage leads, scheduling, messaging, and payments from anywhere, with notifications tuned to what needs you.

/guides/run-the-business-from-your-phone

How do I let my techs update jobs from the field?

Set up field job updates in your system: mobile access, job checklists, required status changes, and photo notes that sync straight to the office.

/guides/update-jobs-from-the-field

How do I take payment and a signature on site?

Collect payment and a digital signature on site using the mobile app, with invoices and records synced to the job automatically.

/guides/take-payment-and-signature-on-site

How do I connect my accounting software?

Connect your accounting software to your system: map items to accounts, sync invoices and payments automatically, and avoid double entry between systems.

/guides/connect-your-accounting-tools

How do I get leads from other sources into the system?

Bring leads from ads, directories, and third-party forms into your system automatically, tag their source, and route them into the same follow-up workflow.

/guides/push-leads-in-from-other-sources

How do I keep two systems in sync without double entry?

Avoid double entry between your system and your other tools by assigning a source of truth per record type and monitoring sync reliably every week.

/guides/keep-two-systems-in-sync

Why are my texts not sending?

Troubleshoot texts not sending in your system: check number verification, carrier filtering, opt-out status, and message log errors to find the real cause.

/guides/fix-texts-not-sending

Why did my workflow not run?

Diagnose a workflow that did not run in your system by checking trigger conditions, filters, pause status, and execution history step by step.

/guides/fix-a-workflow-that-did-not-run

Why are my leads not showing up?

Find out why leads are not showing up in your system: check form submissions, integration status, duplicate merges, and pipeline or list filters.

/guides/fix-leads-not-showing-up

Why is my calendar showing the wrong availability?

Fix wrong calendar availability in your system by checking timezone settings, external calendar sync, buffers, and team member working hours.

/guides/fix-wrong-calendar-availability

How do I send a contract for signature?

Send contracts for e-signature straight from an approved quote, track who has opened and signed, store the signed copy on the job, and trigger next steps automatically.

/guides/send-a-contract-for-signature

How do I build a reusable proposal template?

Create a reusable proposal template in your system with standard sections, pricing tiers, and terms so every rep sends a consistent, fast, professional proposal.

/guides/build-a-reusable-proposal-template

How do I collect a signed work authorization?

Collect signed work authorizations before a job starts, capture signatures on site or by link, and store them on the job record to protect against billing disputes.

/guides/collect-a-signed-work-authorization

How do I store job documents in one place?

Keep quotes, contracts, photos, and receipts attached to the job record in your system so the team finds any document in one search instead of digging through email.

/guides/store-job-documents-in-one-place

How do I send a change order?

Send a change order linked to the original job contract, get it signed before extra work continues, and keep an accurate updated total on the record.

/guides/send-a-change-order

How do I track job costs against the quote?

Track labor, materials, and subcontractor costs against the original quote in your system so margin erosion gets caught mid-job instead of after the final invoice.

/guides/track-job-costs-against-the-quote

How do I build good better best options?

Build good, better, best pricing tiers into a single quote in your system so customers choose a level instead of a yes or no, and save the structure as a reusable template.

/guides/build-good-better-best-options

How do I apply discounts and promo codes?

Set up discounts and promo codes in your system with expiration dates and service rules, apply them automatically on quotes or checkout, and track which ones drive jobs.

/guides/apply-discounts-and-promo-codes

How do I bundle products into packages?

Bundle products and services into a single priced package in your system, save it to the price book, and add it to any quote in one click instead of listing items separately.

/guides/bundle-products-into-packages

How do I handle taxes and surcharges?

Set up tax rates and recurring surcharges in your system so they calculate automatically on every quote and invoice based on job type or location, with no manual math.

/guides/handle-taxes-and-surcharges

How do I build a customer portal?

Set up a client portal in your system: what to expose, how invites work, mobile access, and how it cuts down status-check calls from customers.

/guides/build-a-customer-portal

How do I send a welcome sequence to new customers?

Build a welcome sequence in your system for new customers: trigger, message spacing, what to include, and how to stop it once they engage.

/guides/send-a-welcome-sequence

How do I run an annual service reminder campaign?

Automate annual service reminders in your system: tagging last service dates, timing the outreach, follow-up nudges, and tracking rebooked jobs.

/guides/run-an-annual-service-reminder

How do I ask for a referral at the right moment?

Time referral requests in your system to moments of real satisfaction: review triggers, message wording, reward structure, and tracking who converts.

/guides/ask-for-a-referral-at-the-right-moment

How do I survey customers after a job?

Set up post-job surveys in your system: timing, question order, routing happy and unhappy responses, and connecting results to review and recovery flows.

/guides/survey-customers-after-a-job

How do I run a lead magnet download campaign?

Set up a lead magnet download in your system: choosing the offer, building the gate form, automatic delivery, and following up so leads do not go cold.

/guides/run-a-lead-magnet-download

How do I build a webinar or event signup page?

Set up a webinar or event signup in your system: registration page, confirmation and reminders, attendance tracking, and post-event follow-up.

/guides/build-a-webinar-or-event-signup

How do I add a chat to text handoff on my website?

Set up chat to text handoff in your system: enabling web chat, phone number capture, conversation continuity, and replying from a single inbox.

/guides/add-a-chat-to-text-handoff

How do I run a giveaway or contest for leads?

Run a lead-generating giveaway or contest in your system: prize selection, entry form, rules, follow-up sequence, and measuring what it actually produced.

/guides/run-a-giveaway-or-contest

How do I retarget website visitors who did not convert?

Retarget non-converting website visitors in your system: tracking high-intent pages, ad audiences, partial form recovery, and measuring recovered leads.

/guides/retarget-website-visitors

How do I connect lead ads to my pipeline?

Route lead ad submissions into your system automatically, tagged by campaign, assigned to a rep, and dropped into the right pipeline stage within seconds.

/guides/connect-lead-ads-to-your-pipeline

How do I track cost per booked job?

Calculate true cost per booked job in your system by matching ad spend to pipeline outcomes, not just leads, so you know which campaigns actually pay off.

/guides/track-cost-per-booked-job

How do I set up call tracking numbers per campaign?

Assign unique call tracking numbers to each campaign in your system, route calls into the pipeline tagged by source, and measure phone leads like any other.

/guides/set-up-call-tracking-numbers-per-campaign

How do I test two versions of a page?

Run a clean split test between two page versions in your system, isolate one variable, and judge the winner by booked jobs instead of raw submissions.

/guides/test-two-versions-of-a-page

How do I build a monthly marketing report?

Build a repeatable monthly marketing report in your system that ties spend to booked jobs, tracks trends, and ends with a clear budget decision.

/guides/build-a-monthly-marketing-report

How do I handle emergency and same-day jobs?

Set up emergency and same-day job handling in your system with instant alerts, dedicated buffer time, and fast confirmation without disrupting the full schedule.

/guides/handle-emergency-and-same-day-jobs

How do I block time for drive days and holidays?

Block drive days, holidays, and unavailable time on your calendar so customers never book a slot your team cannot actually work.

/guides/block-time-for-drive-days-and-holidays

How do I confirm jobs the day before?

Automate next-day job confirmations in your system with a reply-based text, so unconfirmed jobs get a follow-up call before the crew ever leaves.

/guides/confirm-jobs-the-day-before

How do I reduce no-shows with deposits and reminders?

Cut no-shows in your system by combining upfront deposits on booking with layered reminders at booking, days out, and the night before each job.

/guides/reduce-no-shows-with-deposits-and-reminders

How do I reschedule a whole day of work?

Reschedule an entire day of jobs in your system with a prioritized customer list, batch notifications, and confirmed rebookings so nothing falls through.

/guides/reschedule-a-whole-day-of-work

How do I build a daily huddle report?

Set up a daily huddle report in your system that surfaces new leads, bookings, missed calls, and cash collected so the whole team starts the day on the same page.

/guides/build-a-daily-huddle-report

How do I set up approval steps?

Add approval steps to a workflow or pipeline so discounts, large quotes, or refunds pause for manager sign-off before they go out to a customer.

/guides/set-up-approval-steps

How do I document standard operating procedures?

Write standard operating procedures for repeatable tasks and connect them to your checklists and workflows so the process survives turnover.

/guides/document-your-standard-operating-procedures

How do I track commissions and bonuses?

Track sales commissions and team bonuses in your system by tying closed deals to an owner, building a payout report, and reviewing it before every pay period.

/guides/track-commissions-and-bonuses

How do I run a weekly pipeline review?

Run a weekly pipeline review in your system that catches stalled deals early by walking through every stage live and assigning a next step to anything stuck.

/guides/run-a-weekly-pipeline-review

How do I use if then branches in a workflow?

Add if then branches to a workflow so it treats commercial and residential leads, big and small deals, or repliers and silent contacts differently.

/guides/use-if-then-branches-in-a-workflow

How do I add wait steps and business hours to a workflow?

Pace a workflow with wait steps between actions and restrict customer messages to business hours so follow-up feels natural, not automated.

/guides/add-wait-steps-and-business-hours

How do I stop a sequence when someone replies?

Set up an exit condition in your system so a follow-up sequence stops the instant a contact replies, preventing awkward messages sent after a response.

/guides/stop-a-sequence-when-someone-replies

How do I trigger work from a status change?

Fire a workflow automatically when a deal, job, or ticket changes status so tasks, notifications, and customer messages happen without manual work.

/guides/trigger-work-from-a-status-change

How do I test a workflow before turning it on?

Test a workflow properly before publishing by running a real contact through every branch, checking timing, and reading each message like a customer would.

/guides/test-a-workflow-before-turning-it-on

How do I export my data for backup?

Export contacts, pipelines, and financial records from your system on a schedule, store them outside the software you run, and verify each export actually opens.

/guides/export-your-data-for-backup

How do I handle an opt out or delete request?

Handle opt-out and delete requests in your system the right way: confirm the request, stop messaging immediately, update the record, and log proof of action.

/guides/handle-an-opt-out-or-delete-request

How do I set up audit trails and change history?

Set up audit trails in your system by enabling activity logs on key fields, requiring individual logins, and reviewing change history on a regular schedule.

/guides/set-up-audit-trails-and-change-history

How do I control who sees what data?

Control data visibility in your system by assigning role-based permissions, starting narrow, and auditing access regularly so people see only what their job needs.

/guides/control-who-sees-what-data

How do I keep records for tax and legal purposes?

Keep tax and legal records in your system the right way: retain invoices, agreements, and communication history, archive instead of delete, and export regularly.

/guides/keep-records-for-tax-and-legal

Why am I getting duplicate notifications?

Fix duplicate notifications in your system by checking overlapping workflows, duplicate triggers, and notification settings across team and personal levels.

/guides/fix-duplicate-notifications

Why are payments not posting?

Troubleshoot payments not posting in your system by checking processor sync status, accounting connection health, and payment to invoice matching.

/guides/fix-payments-not-posting

Why does my calendar double book?

Fix a calendar that double books in your system by checking conflict detection across connected calendars, buffer settings, and overlapping booking sources.

/guides/fix-a-calendar-that-double-books

Why did my integration stop syncing?

Fix an integration that stopped syncing in your system by checking authorization status, field mapping changes, and rate limits on the connected tool.

/guides/fix-an-integration-that-stopped-syncing

Why do my reports not match?

Fix reports that do not match in your system by comparing date ranges, filters, and pipeline stage definitions between the two conflicting reports.

/guides/fix-reports-that-do-not-match

How It Works

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Streamline Your Business

The combined-stack guide for US service and trade businesses.

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Ideas

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