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
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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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59 guides found
016
Start here
Set up the workspace, learn the navigation, and know which features are ready to use.
Guide 1.1 7 minYour first 30 minutes in Let’s Get QuotedComplete the minimum setup needed to receive a lead, send a quote, and collect a payment.OwnerGuide 1.2 5 minNavigate the dashboard efficientlyLearn the primary workspace layout, quick search shortcuts, and view toggles.OwnerOffice staffGuide 1.3 6 minUse the Dashboard as your daily command centerPrioritize unread messages, urgent leads, today’s schedule, and overdue balances.OwnerOffice staffGuide 1.4 5 minSet up your business profile and locationsConfigure public contact details, brand identity, service areas, and multi-location addresses.OwnerGuide 1.5 6 minUnderstand roles, permissions, plans, and prerequisitesUnderstand workspace roles, server-enforced access gates, plan allowances, and live feature readiness.OwnerOffice staffCrewGuide 1.6 5 minUse the AI Contractor Copilot and customize your companionLeverage 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 minManage the lead Inbox, Board, and TableTriage new requests, prioritize urgent inquiries, and understand lead stage lifecycles.OwnerOffice staffGuide 2.2 5 minQualify, prioritize, and contact a leadReview homeowner scope, check trade match, and initiate two-way text or phone conversations.OwnerOffice staffGuide 2.3 6 minSchedule estimate visits and hold start datesBook on-site consultations, reserve project start windows, and coordinate estimator calendars.OwnerGuide 2.4 8 minBuild and send a professional quoteAssemble line items, configure deposits, attach photos, and understand the destructive nature of quote edits.OwnerGuide 2.5 6 minUnderstand the customer approval flowLearn 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 minManage the Job workspace and milestonesTrack live project execution, crew assignments, milestone checklists, and job cost accounting.OwnerOffice staffGuide 3.2 7 minSchedule work from the queue and handle booking requestsDispatch unscheduled jobs, configure weather alert settings, and handle booking requests or reschedule offers.OwnerOffice staffGuide 3.3 6 minPlan a day and dispatch crewOptimize daily drive routes, assign lead technicians, and publish daily schedules.OwnerOffice staffGuide 3.4 6 minDocument work, photos, and change ordersCapture before/after photos, append progress voice notes, and issue customer-approved change orders.OwnerOffice staffCrewGuide 3.5 5 minManage recurring service jobs and maintenance contractsAutomate recurring service visits, seasonal tune-ups, and recurring billing cycles.OwnerOffice staffGuide 3.6 6 minManage insurance claims, adjuster evidence, and restoration packetsDocument 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 minManage client records, properties, and historiesMaintain customer contact details, service properties, equipment tags, and understand irreversible actions.OwnerOffice staffGuide 4.2 6 minWork the two-way customer text inboxManage two-way SMS conversations, photo messages, and understand the carrier STOP opt-out invariant.OwnerOffice staffGuide 4.3 6 minSet up business texting and carrier registrationConfigure your dedicated business texting number, 10DLC registration, and brand verification.OwnerGuide 4.4 6 minTurn on and manage the customer portalActivate client self-service for quote viewing, invoice payment, and service requests from your live site.OwnerGuide 4.5 5 minSet up your own dispatch and lead text alertsRoute 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 minManage crew members and field accessAdd field technicians, invite crew via magic link, assign labor rates, and control field permissions.OwnerOffice staffGuide 5.2 7 minRun the daily field workflow and voice notesClock in, navigate to job sites, tap On My Way, record in-app voice notes, and sync offline updates.OwnerCrewGuide 5.3 6 minReview timecards, approve pay, and export payrollAudit shift punches, resolve open shift anomalies, approve pay periods, and export payroll CSVs.OwnerOffice staffGuide 5.4 5 minManage subcontractor coverage and insurance complianceTrack subcontractor 1099 agreements, Certificate of Insurance (COI) expirations, and trade assignments.OwnerOffice staffGuide 5.5 6 minInstall the field app and work without mobile signalInstall the field app on mobile home screens, queue updates offline, and sync job notes when reconnected.OwnerCrewGuide 5.6 6 minManage truck inventory and live distributor material pricingTrack 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 minConnect Stripe and understand payment costsOnboard Stripe Connect, understand the platform fee schedule by plan, and reconcile payout balances.OwnerGuide 6.2 6 minCreate and send professional invoicesGenerate final invoices from completed jobs, apply discounts and taxes, and send payment links.OwnerOffice staffGuide 6.3 6 minRequest deposits, progress billing, and stage paymentsConfigure milestone installment schedules and understand proportional platform fee allocation.OwnerOffice staffGuide 6.4 6 minRead cash flow projections and payment forecastsForecast 30-day incoming cash flow, monitor payout dates, and predict upcoming expenses.OwnerGuide 6.5 7 minRead revenue reports, job costing, and gross marginsAnalyze project gross margins, revenue by trade service, and crew labor efficiency.OwnerGuide 6.6 7 minManage refunds, failed charges, and chargebacksIssue partial/full refunds and understand the critical evidence submission procedure for chargeback disputes.OwnerGuide 6.7 6 minTrack job expenses, receipts, and supply costs with AI OCRCapture 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 minConfigure automations safely and responsiblySet up automated lead responses, review requests, quiet hours, and avoid spam filtering.OwnerGuide 7.2 5 minConfigure appointment reminders and arrival noticesAutomate 24-hour appointment reminders, morning-of confirmation texts, and technician arrival ETAs.OwnerOffice staffGuide 7.3 6 minRequest and manage customer reviewsAutomate Google review collection and understand the difference between Direct-to-Google and Private Feedback modes.OwnerOffice staffGuide 7.4 6 minRun rebooking campaigns and seasonal follow-upsRe-engage past clients with automated seasonal maintenance reminders and tune-up offers.OwnerOffice staffGuide 7.5 7 minRun targeted promotional campaignsBroadcast SMS and email promotions, understand immediate send execution, and the 250-recipient limit.OwnerOffice staffGuide 7.6 6 minCustomize email templates and publish blog contentDesign email layouts, publish SEO blog articles, and understand instant publishing and email suppression.OwnerOffice staffGuide 7.7 6 minManage your marketing list, opt-outs, and delivery limitsUnderstand 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 minBuild and publish your SEO contractor websiteDesign pages, connect custom domains via domains.letsgetquoted.com, and understand subdomain rename risks.OwnerGuide 8.2 6 minConfigure Smart Intake and lead capture formsCustomize website intake questions, emergency tags, photo uploads, and instant lead scoring.OwnerOffice staffGuide 8.3 6 minConfigure online booking and service windowsOpen self-service booking slots, buffer times, and appointment availability on your website.OwnerOffice staffGuide 8.4 5 minConfigure Quick Stops for minor repairs and diagnostic visitsOffer fixed-price diagnostic visits and quick service repairs for same-day schedule filling.OwnerOffice staffGuide 8.5 6 minConfigure AI receptionist and call routingConfigure AI call answering on Automations (#ai-receptionist), business hours, and phone call routing.OwnerGuide 8.6 7 minConfigure Text-to-Job & hands-free field dictationDictate change orders, punch lists, and receipt photos via SMS or voice memos with a 15-minute undo safety net.OwnerCrewOffice staffGuide 8.7 6 minReview voice call recordings, transcripts, and missed-call SMSListen to customer call recordings, review AI transcriptions in Voice Calls, and configure instant speed-to-lead missed-call texts.OwnerOffice staffGuide 8.8 6 minBuild custom intake forms and field inspection checklistsCreate 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 minManage office access, sign-in, and account securityInvite office teammates by email, manage secure sign-in methods, and remove access cleanly.OwnerGuide 9.2 7 minManage your plan, usage, credits, and capacityTrack credit allowances, understand immediate plan change billing, and manage overage authorization.OwnerGuide 9.3 6 minImport existing business data, clients, and price booksMigrate client lists, leads, price book items, and past jobs from spreadsheets or legacy software.OwnerGuide 9.4 6 minManage your price book and service catalogOrganize flat-rate services, materials, standard labor hours, and tiered pricing options.OwnerOffice staffGuide 9.5 5 minExport data and connect external business appsExport client, invoice, and job CSV reports, and connect QuickBooks or calendar sync tools.OwnerGuide 9.6 6 minCancel your plan or delete your accountUnderstand the critical difference between cancelling your subscription and permanently deleting your account.OwnerGuide 9.8 7 minConnect custom tools with the Developer API and WebhooksGenerate scoped REST API tokens, subscribe to real-time webhook event feeds, and import OpenAPI 3.1 definitions.OwnerGuide 9.9 6 minRestore deleted records from Trash and review audit logsRecover accidentally deleted leads, quotes, clients, and jobs from Trash within the retention grace period and inspect tamper-evident audit history.OwnerOffice staffGuide 9.10 4 minFind help, search documentation, and contact supportSearch user guides, diagnose common issues with troubleshooting tools, and open support tickets.OwnerOffice staffCrew
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