Everything we need to set up your CRM. It takes about five minutes.
What your customers and crew see.
As registered (LLC, Inc.). Used for billing and texting registration.
Lowercase letters, numbers and dashes, 3 to 30 characters. Your customer portal is this plus /portal.
Sets up your starting Services, products and templates (and later the review sites we suggest).
You can change the look any time in Settings.
You'll be the first admin.
Your sign-in link goes here.
Optional. Carriers ask for it when registering texting.
Only needed for texting registration. You can add it later.
Owners, office staff and admins (an admin who also runs a route counts once, as office).
Technicians who only use My Day.
Have a code? Enter it here. Automatic promotions apply on their own.
When we may install updates, in your time zone. Never while a crew has a Service in progress. Urgent security fixes go out right away.
US carriers require every business that texts customers to register its brand and how it texts (10DLC). We submit it for you with your legal name, address, website and EIN; carrier review usually takes a few days, and texting turns on when it's approved. You agree to text only customers who gave you their number for that purpose, and to honor STOP and HELP.
Optional. Setup and billing notices only. Message and data rates may apply. Reply STOP to opt out.