
Quick guides for the most common workflows, a real person to talk to, and answers to the questions that come up most often.
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Quick start
Creating jobs
Walk through the 8-step wizard, attach customer + claim, schedule the first visit.
Equipment tracking
Assign dehus + air movers to a job, track daily readings, log removal.
Invoicing & AR
Pull a scope into an invoice, send it, then track aging in the War Room.
Team & roles
Invite techs, PMs, finance — set commissions, alerts, daily motivation.
Talk to us
Frequently asked
How do I create my first job?
Jobs → New Job opens an 8-step wizard. You can pick an existing customer or create one inline as part of the wizard.
How does equipment tracking work?
Add your equipment inventory once. On a job, assign dehumidifiers / air movers; the system tracks deployment dates and rolls billing automatically.
Can I import data from another system?
Bulk import lands soon. Until then, email support and we’ll migrate your customers, jobs, and AR balances for you.
Where do I see what AI is doing on my account?
Open the AI Assist rail (the dark pill on the right edge or ⌘ + Shift + A). Operator mode shows every CRM tool it called for the current question.
Still stuck? Open the AI Assist rail on any page and ask — it knows the playbook.