Business profile
Set business name, trade, primary phone, primary email, business hours, and timezone. The trade selection drives the default qualification script and the default service-type list — switching trades after onboarding will not clobber your customizations.
Service area
Choose Zip list or Radius from address. Radius mode draws a great-circle radius and matches every lead's zip centroid against it. Zip list mode matches exactly. Radius is more forgiving; zip list is more precise.
Technicians
Invite technicians from Settings → Team. Each technician has a calendar, an availability template, and a service-type allow-list. Jobs schedule into the technician whose service-type list matches AND whose calendar has the requested slot open.
Tech limits by plan: Starter 1, Pro 3. Exceeding the limit blocks new technician invites — existing techs stay active.
Integrations
- Web form — embed snippet for your site.
- Email forward — your unique
+leads@alias. - Facebook — OAuth connect.
- Google Business Profile — OAuth connect.
- JE Horizon SMS — missed-call SMS forwarding (Starter and Pro).
- Voice AI — number forwarding for after-hours (Pro).
- Stripe — connected automatically when you start a paid subscription.
The cheapest-start path
If you're trying to spend as little as possible to validate the loop:
- Start on Starter ($49) — missed-call SMS + job inbox with hard caps.
- Use the website form embed as your single extra source — it's included.
- Skip extra integrations until you've seen 10 real leads come through and reply.
- Upgrade to Pro ($79) only after you want voice, photos, and quote drafts.
Account deletion
Settings → Danger Zone → Delete account. This soft-deletes your business and revokes all sessions immediately. Data is hard-deleted after 90 days. If you want a copy of your data, run Account → Export first.