Your dashboard tour

Overview

Your dashboard is where you watch Josh work and keep your details up to date. Here is what each area does.

Step by step

1. Calls: every call with its recording, transcript, language, and outcome.
2. Bookings / Calendar: appointments Josh has booked, by day, week, or month.
3. Contacts: callers captured into your CRM, ready to follow up.
4. Account & Inspectors: your business profile, hours, services, and team.
5. Notifications: who gets emergency texts and when the email digests go out.
6. Billing: your plan, invoices, and payment method.

Need more help?

Cannot find what you need? Email support with your business name and the team will help, usually the same business day.