Help Center · built into the product

Questions answered before you call.
A real person if you do.

Your new hire gets stuck on a Tuesday. Instead of a ticket queue in another time zone, there’s a question mark on the screen they’re on — and 235 step-by-step guides behind it, written for the screens they’re looking at.

How switching works
235
Step-by-step guides, written for the actual screens
957
Individual steps, with the detail and the gotcha
46
Areas of the product, each with its own guides
14
Days of hands-on onboarding
Support, minus the usual headaches

No ticket queue in another time zone.
No login wall. No paid training.

Only what you bought

Guides for your plan. Nothing else.

Help shows only the guides for the modules you actually have. Nobody’s walked through a feature, then told it’s an upgrade. The “?” beside a screen and the article it opens always agree.

On the screen

A question mark right where you’re stuck.

Every guide has its own link, so a support reply, a screen, or Rex can take you straight to the step instead of telling you to go search for it.

A real ticket

A number you can quote back to us.

Open a ticket from inside the platform and you get a ticket number on the spot — or a clear message if it didn’t go through. No wondering whether anyone got it.

Always getting better

We write the guide you couldn’t find.

When someone searches for something and finds nothing, we see it — and that’s the next guide we write. The documentation follows where people actually get stuck.

Help Center home with a search box and article categories such as Getting Started, Dashboard, Leads and Online Booking
The Help Center, inside the app — search it or browse 46 areas
What’s covered

If it’s a screen in the platform, there’s a guide for it.

Written against the product as it actually is — not a generic field-service knowledge base.

Run the day

Dashboard, customers, call center, dispatch, requisitions, permits, rebates, warranty claims, signatures, search.

Sell and bill

Quoting and the sales advisors, memberships and agreements, invoicing, financing, promotions, accounting and QuickBooks, payroll and commissions.

Stock and price

Pricebook and pricing methods, equipment and matching, purchasing, vendors, inventory and truck stock.

Grow the business

Marketing, leads, reputation, referrals, contests and leaderboards, reports, onboarding, settings and admin.

And when you do need a human

Live in 14 days. With someone beside you.

Onboarding, 14 days.

Migration, trade setup, your financing plans, accounting and phone, and live training for the office and the field. Not a login and a link to a video library.

Founding members get the founder.

The first 25 contractors get a direct line to Mark for product feedback — and their requests get heard before anyone else’s.

No contract to argue with.

Month to month. If support ever stops being good, leaving doesn’t cost you a termination fee — a stronger promise than anything we could print on this page.

Bring us the question your current vendor couldn’t answer.

Ask it on the demo. If we don’t know, we’ll say so — and tell you when you’ll have the answer.

Contact support