Guide 1.1 7 minOwner sign-in
Your first 30 minutes in Let’s Get Quoted
Complete the minimum setup needed to receive a lead, send a quote, and collect a payment.
Owner
Let’s Get Quoted · Dashboard User Manual
Run the whole job from one clear playbook.
Task-by-task guidance for setting up the dashboard, responding to leads, scheduling work, coordinating crews, getting paid, and growing repeat business.
Content verified August 29, 2026
Most-used workflows
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01Your first 30 minutes in Let’s Get QuotedComplete the minimum setup needed to receive a lead, send a quote, and collect a payment.7 min02Manage the lead Inbox, Board, and TableTriage new requests, prioritize urgent inquiries, and understand lead stage lifecycles.6 min03Build and send a professional quoteAssemble line items, configure deposits, attach photos, and understand the destructive nature of quote edits.8 min04Schedule work from the queue and handle booking requestsDispatch unscheduled jobs, configure weather alert settings, and handle booking requests or reschedule offers.7 min05Create and send professional invoicesGenerate final invoices from completed jobs, apply discounts and taxes, and send payment links.6 min06Configure online booking and service windowsOpen self-service booking slots, buffer times, and appointment availability on your website.6 min
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Role
59 59 guides found
016
Start here
Set up the workspace, learn the navigation, and know which features are ready to use.
Guide 1.2 5 minActive dashboard account
Navigate the dashboard efficiently
Learn the primary workspace layout, quick search, and view toggles.
OwnerOffice staff
Guide 1.3 6 minDashboard access
Use the Dashboard as your daily command center
Prioritize unread messages, urgent leads, today’s schedule, and overdue balances.
OwnerOffice staff
Guide 1.4 5 minOwner access
Set up your business profile and locations
Configure public contact details, brand identity, service areas, and multi-location addresses.
Owner
Guide 1.5 6 minOwner access to manage team members or change plan tiers
Understand roles, permissions, plans, and prerequisites
Understand workspace roles, server-enforced access gates, plan allowances, and live feature readiness.
OwnerOffice staffCrew
Guide 1.6 5 minActive workspace account
Use the AI Contractor Copilot and customize your companion
Leverage the in-app AI assistant with screen context, voice commands, and personalized companion avatars like Sparky, Diesel, Echo, and Energy Orbit.
OwnerOffice staffCrew
025
Leads, estimates, and quotes
Take a new request from first response through an approved quote.
Guide 2.1 6 minLeads view access
Manage the lead Inbox, Board, and Table
Triage new requests, prioritize urgent inquiries, and understand lead stage lifecycles.
OwnerOffice staff
Guide 2.2 5 minDashboard access
Qualify, prioritize, and contact a lead
Review homeowner scope, check trade match, and initiate two-way text or phone conversations.
OwnerOffice staff
Guide 2.3 6 minOwner access to book visits and create calendar reservations
Schedule estimate visits and hold start dates
Book on-site consultations, reserve project start windows, and coordinate estimator calendars.
Owner
Guide 2.4 8 minOwner access
Build and send a professional quote
Assemble line items, configure deposits, attach photos, and understand the destructive nature of quote edits.
Owner
Guide 2.5 6 minOwner access
Understand the customer approval flow
Learn how clients view quotes, select optional upgrades, ask questions, sign, and pay deposits.
Owner
036
Jobs, schedule, and field operations
Plan work, dispatch the right people, document the job, and keep the customer informed.
Guide 3.1 7 minJobs access
Manage the Job workspace and milestones
Track live project execution, crew assignments, milestone checklists, and job cost accounting.
OwnerOffice staff
Guide 3.2 7 minSchedule access
Schedule work from the queue and handle booking requests
Dispatch unscheduled jobs, configure weather alert settings, and handle booking requests or reschedule offers.
OwnerOffice staff
Guide 3.3 6 minSchedule dispatch access
Plan a day and dispatch crew
Optimize daily drive routes, assign lead technicians, and publish daily schedules.
OwnerOffice staff
Guide 3.4 6 minJobs access
Document work, photos, and change orders
Capture before/after photos, append progress voice notes, and issue customer-approved change orders.
OwnerOffice staffCrew
Guide 3.5 5 minJobs access
Manage recurring service jobs and maintenance contracts
Automate recurring service visits, seasonal tune-ups, and recurring billing cycles.
OwnerOffice staff
Guide 3.6 6 minJob record created for restoration or insurance-funded project
Manage insurance claims, adjuster evidence, and restoration packets
Document storm damage and emergency losses with timestamped photo evidence, generate adjuster packets, and bill supplemental scopes.
OwnerOffice staffCrew
045
Clients and customer messages
Keep customer records clean, manage two-way messaging, and activate self-service customer tools.
Guide 4.1 6 minClients access (Owner role required for Merge, Delete, and Revoke Access)
Manage client records, properties, and histories
Maintain customer contact details, service properties, equipment tags, and understand irreversible actions.
OwnerOffice staff
Guide 4.2 6 minMessages access
Work the two-way customer text inbox
Manage two-way SMS conversations, photo messages, and understand the carrier STOP opt-out invariant.
OwnerOffice staff
Guide 4.3 6 minOwner access
Set up business texting and carrier registration
Configure your dedicated business texting number, 10DLC registration, and brand verification.
Owner
Guide 4.4 6 minPublished website or subdomain
Turn on and manage the customer portal
Activate client self-service for quote viewing, invoice payment, and service requests from your live site.
Owner
Guide 4.5 5 minVerified mobile phone number
Set up your own dispatch and lead text alerts
Route urgent new leads, customer replies, and field updates directly to your mobile phone.
OwnerOffice staff
056
Crew, subcontractors, and labor
Manage field access, offline sync, timecards, labor cost, and subcontractor coverage.
Guide 5.1 6 minCrew management access
Manage crew members and field access
Add field technicians, invite crew via magic link, assign labor rates, and control field permissions.
OwnerOffice staff
Guide 5.2 7 minCrew access link
Run the daily field workflow and voice notes
Clock in, navigate to job sites, tap On My Way, record in-app voice notes, and sync offline updates.
OwnerCrew
Guide 5.3 6 minTimecards review access
Review timecards, approve pay, and export payroll
Audit shift punches, resolve open shift anomalies, approve pay periods, and export payroll CSVs.
OwnerOffice staff
Guide 5.4 5 minCrew management access
Manage subcontractor coverage and insurance compliance
Track subcontractor 1099 agreements, Certificate of Insurance (COI) expirations, and trade assignments.
OwnerOffice staff
Guide 5.5 6 minCrew member access link
Install the field app and work without mobile signal
Install the field app on mobile home screens, queue updates offline, and sync job notes when reconnected.
OwnerCrew
Guide 5.6 6 minInventory access enabled
Manage truck inventory and live distributor material pricing
Track stock on service trucks, connect wholesale distributor pricing (Ferguson, ABC Supply, Graybar), and automate material purchase orders.
OwnerOffice staffCrew
067
Invoices, payments, and cash
Understand platform fees, collect deposits, handle disputes, and track cash timing.
Guide 6.1 8 minOwner access
Connect Stripe and understand payment costs
Onboard Stripe Connect, understand the platform fee schedule by plan, and reconcile payout balances.
Owner
Guide 6.2 6 minInvoices access
Create and send professional invoices
Generate final invoices from completed jobs, apply discounts and taxes, and send payment links.
OwnerOffice staff
Guide 6.3 6 minInvoices access
Request deposits, progress billing, and stage payments
Configure milestone installment schedules and understand proportional platform fee allocation.
OwnerOffice staff
Guide 6.4 6 minOwner access
Read cash flow projections and payment forecasts
Forecast 30-day incoming cash flow, monitor payout dates, and predict upcoming expenses.
Owner
Guide 6.5 7 minOwner access
Read revenue reports, job costing, and gross margins
Analyze project gross margins, revenue by trade service, and crew labor efficiency.
Owner
Guide 6.6 7 minOwner access
Manage refunds, failed charges, and chargebacks
Issue partial/full refunds and understand the critical evidence submission procedure for chargeback disputes.
Owner
Guide 6.7 6 minDashboard or field app access
Track job expenses, receipts, and supply costs with AI OCR
Capture material receipts from your phone camera, extract line items with AI OCR, and assign expenses directly to jobs for real-time margin tracking.
OwnerOffice staffCrew
077
Automations, reviews, and marketing
Follow up consistently, manage marketing lists, earn reviews, and run compliant campaigns.
Guide 7.1 7 minOwner access
Configure automations safely and responsibly
Set up automated lead responses, review requests, quiet hours, and follow carrier messaging guidelines.
Owner
Guide 7.2 5 minAutomations access
Configure appointment reminders and arrival notices
Automate 24-hour appointment reminders, morning-of confirmation texts, and technician arrival ETAs.
OwnerOffice staff
Guide 7.3 6 minReviews access
Request and manage customer reviews
Automate review requests and understand neutral review options offering public and private feedback channels.
OwnerOffice staff
Guide 7.4 6 minAutomations access
Run rebooking campaigns and seasonal follow-ups
Re-engage past clients with automated seasonal maintenance reminders and tune-up offers.
OwnerOffice staff
Guide 7.5 7 minCampaigns access
Run targeted promotional campaigns
Broadcast SMS and email promotions, understand immediate send execution, and the 250-recipient limit.
OwnerOffice staff
Guide 7.6 6 minWebsite builder access
Customize email templates and publish blog content
Design email layouts, publish SEO blog articles, and understand instant publishing and email suppression.
OwnerOffice staff
Guide 7.7 6 minOwner or Office staff access
Manage your marketing list, opt-outs, and delivery limits
Understand the opted-in customer audience, the 250-recipient batch cap, and TCPA/carrier STOP compliance.
OwnerOffice staff
088
Website and intake channels
Publish your website, connect custom domains, and configure Smart Intake and Text-to-Job.
Guide 8.1 8 minOwner access
Build and publish your SEO contractor website
Design pages, connect custom domains via domains.letsgetquoted.com, and understand subdomain rename risks.
Owner
Guide 8.2 6 minIntake access
Configure Smart Intake and lead capture forms
Customize website intake questions, emergency tags, photo uploads, and instant lead scoring.
OwnerOffice staff
Guide 8.3 6 minBooking settings access
Configure online booking and service windows
Open self-service booking slots, buffer times, and appointment availability on your website.
OwnerOffice staff
Guide 8.4 5 minQuick Stops access
Configure Quick Stops for priority route visits
Offer priority arrival windows and collect visit fees to fill schedule gaps along your route.
OwnerOffice staff
Guide 8.5 6 minOwner access
Configure AI receptionist and call routing
Configure AI call answering on Voice Calls settings, business hours, and phone call routing.
Owner
Guide 8.6 7 minAuthorized mobile phone number in settings
Configure Text-to-Job & hands-free field dictation
Dictate change orders, punch lists, and receipt photos via SMS or voice memos with a 15-minute undo safety net.
OwnerCrewOffice staff
Guide 8.7 6 minVoice phone line configured
Review voice call recordings, transcripts, and missed-call SMS
Listen to customer call recordings, review AI transcriptions in Voice Calls, and configure instant speed-to-lead missed-call texts.
OwnerOffice staff
Guide 8.8 6 minForms access
Build custom intake forms and field inspection checklists
Create dynamic conditional forms for customer website intake and safety/pre-trip inspection checklists for crew trucks.
OwnerOffice staff
099
Account, data, and support
Manage team access, plan capacity, imports, exports, account safety, and support.
Guide 9.1 6 minOwner access to invite or remove office users
Manage office access, sign-in, and account security
Invite office teammates by email, manage secure sign-in methods, and remove access cleanly.
Owner
Guide 9.2 7 minOwner access
Manage your plan, usage, credits, and capacity
Track credit allowances, understand immediate plan change billing, and manage overage authorization.
Owner
Guide 9.3 6 minOwner access (all four importers are strictly owner-gated)
Import existing business data, clients, and price books
Migrate client lists, leads, price book items, and past jobs from spreadsheets or legacy software.
Owner
Guide 9.4 6 minPrice book access
Manage your price book and service catalog
Organize flat-rate services, materials, standard labor hours, and tiered pricing options.
OwnerOffice staff
Guide 9.5 5 minOwner access
Export data and connect external business apps
Export client, invoice, and job CSV reports, and connect QuickBooks or calendar sync tools.
Owner
Guide 9.6 6 minOwner access only
Cancel your plan or delete your account
Understand the critical difference between cancelling your subscription and permanently deleting your account.
Owner
Guide 9.8 7 minOwner role access
Connect custom tools with the Developer API and Webhooks
Generate scoped REST API tokens, subscribe to real-time webhook event feeds, and import OpenAPI 3.1 definitions.
Owner
Guide 9.9 6 minDashboard access (Owner or Office staff role)
Restore deleted records from Trash and review audit logs
Recover accidentally deleted leads, quotes, clients, and jobs from Trash within the retention grace period and inspect tamper-evident audit history.
OwnerOffice staff
Guide 9.10 4 minDashboard or help center access
Find help, search documentation, and contact support
Search user guides, diagnose common issues with troubleshooting tools, and open support tickets.
OwnerOffice staffCrew
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