Clear paths for setup, troubleshooting, and everyday operations.
Start from the job you need to do right now: get the system live, tune the chatbot, manage your pipeline, understand attribution, or unblock billing and admin work.
Choose the path that matches the work in front of you.
The docs are organized around real contractor workflows, not around abstract product menus.
Get live fast
Start with the setup path: connect WhatsApp, install tracking, and capture your first lead end to end.
Open pathRun the AI chatbot
Learn how the chatbot qualifies leads, what it captures, and how to tailor the questions for your trade.
Open pathManage leads in the pipeline
Understand stages, deal movement, lost reasons, and how to shape the CRM around your workflow.
Open pathRead attribution clearly
See how tracking, Google Ads, and Meta attribution connect spend to real pipeline and revenue outcomes.
Open pathHandle billing and admin
Find the core account, billing, team, and plan-management documentation in one place.
Open pathSolve problems quickly
Jump straight to troubleshooting for WhatsApp and tracking when something is blocking the workflow.
Open path