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Create runnable Reports, distinguish saved macro filters from temporary grid search, export results, and schedule delivery.
Define recurring service, activate and generate work, review customer Invoices, and collect balances safely.
Organize Services and Materials, create Packages, Frequencies, and Discounts, and understand what later edits affect.
Build a one-off or recurring Quote, send a secure revision, record approval, and follow the converted work.
Build Pipelines, place and assign Opportunities, move work through Stages, and track conversion accurately.
Create and organize Contacts, assign follow-up Tasks, and safely handle archives and duplicates.
Calls a selected User from a selected Phone Number, then connects the Contact after confirmation. Identifier: call_connect.
Call a selected User from a selected Phone Number, confirm the connection, and then bridge that User to the Contact.
Set calendar week behavior, business time zone, operating hours, and upcoming-visit reminder timing.
Add employees, assign roles and teams, and distinguish active access from scheduling eligibility.
Build responsibility-based roles, test their permissions, and avoid granting broader access than a user needs.
Separate Page selection, webhook health, provider delivery, lead import, and Automation follow-up when a Facebook lead appears missing.
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