Documentation

Upload a CSV export and get your free lead recovery audit in minutes — no account required.

Which columns the audit needs, what's optional, and why you shouldn't clean the file by hand.

What each number in the audit means, how the recoverable range is calculated, and what to do next.

From audit to booked jobs: segments, sequences, conversations, and verified bookings.

What sends automatically, what waits for your approval, and how autopilot works.

When the AI steps aside: complaints, complex cases, and leads that deserve a phone call.

Connect Jobber to sync unsold estimates in and write booked jobs back.

Connect Housecall Pro to sync estimates and write bookings back.

The rails built into every send: identification, opt-outs, suppression, and why they can't be turned off.

How SMS unlocks: the registration wizard, timelines, and what carriers require.