How Can We Help?

After signing up, you'll land on the Setup Wizard. Follow these steps:

• Company details — Name, address, phone, logo
• Industry selection — Choose your trade to unlock tailored features
• Invite team — Add users with roles (Admin, Manager, Crew)
• Integrations — Connect Gmail, QuickBooks, Google Calendar
• Import data — Upload customers, jobs, and contacts via CSV

The wizard takes about 10 minutes and you can skip steps to finish later.

Go to Settings → Team and click Invite User. Enter their email and select a role:

• Admin — Full access to everything including billing
• Manager — Access to jobs, customers, reports, but not billing
• Crew — Mobile-friendly view of assigned tasks and schedule

They'll receive an email invitation with a link to set up their password.

Go to Settings → Company and click on the logo placeholder. Upload a PNG or SVG file (recommended size: 400×100px). Your logo appears on invoices, quotes, emails, and the customer portal.

Go to Customers → Import. Upload a CSV file with columns for name, email, phone, and address. We also support direct imports from HubSpot, Salesforce, and ServiceTitan. Our team can help with complex migrations.

You get 7 days of full access on your chosen plan. When the trial ends you choose a plan to continue, or your account pauses. Your data is saved for 90 days.

Go to Settings → Industry. Depending on your trade, you'll see options like:

• Custom job phases (e.g. Template → Cut → Polish → Install for stone fabricators)
• Material libraries with per-industry defaults
• Measurement units, labor rate defaults, and tax presets
• Industry-specific fields on jobs and quotes

Click + New Lead from the CRM dashboard. Fill in the contact info, source, and any notes. Leads automatically enter your pipeline where you can drag them through stages.

From the lead detail page, click Convert to Job. The customer info, notes, and attached quotes carry over automatically. The lead status changes to "Won."

In Settings → Automation, you can build follow-up sequences triggered by lead status changes. For example:

• Day 0: Welcome email with company info
• Day 3: "Did you get a chance to review the quote?"
• Day 7: "We're holding your spot — reply to confirm"

All emails use your templates and are sent from your business email address.

From the lead or job page, click Create Quote. Add line items, materials, and labor. Click Send to email it as a branded PDF with an online approval link. Customers can approve and sign digitally.

Yes. Each lead has a Source field (Google, Referral, Facebook, Walk-in, etc.). The reporting dashboard shows conversion rates and revenue by source, so you know which marketing channels actually work.

Click + New Job from the Jobs page. Select a customer (or create one), add a description, set the status, and assign crew members. You can also convert directly from a won lead.

Workflow phases are the stages a job goes through. They're fully customizable per industry:

• Stone: Template → Cut → Polish → Install → Complete
• Roofing: Inspect → Material Order → Tear-off → Install → Final Walk
• HVAC: Assessment → Quote → Equipment Order → Install → Commissioning

Go to Settings → Workflow to rename, add, or reorder phases.

Tickets are individual tasks within a job. Add them from the job detail page. Each ticket can have a description, assignee, due date, and priority. Crew members see their tickets on mobile and can mark them complete in the field.

On any job detail page, click the Files tab and drag-and-drop or browse to upload. Supports photos, PDFs, DXF files, and more. All files are organized under the job and accessible to assigned team members.

Yes. The Jobs page has both List and Board views. Board view shows a Kanban-style layout grouped by phase. Drag and drop jobs between columns to update their status instantly.

From the job detail page, go to the Materials tab. Add items from your material library or create new ones. Track quantities, costs, and vendor info. Material costs automatically feed into job profitability reports.

Move the job to its final phase or click Mark Complete. The system checks for outstanding invoices and incomplete tickets. Once closed, the job moves to your completed archive and is reflected in reports.

From the job detail or the calendar, click Assign and select crew members. You can also drag jobs onto crew members in the dispatch board. Assigned crew receive notifications on their phone.

The calendar automatically highlights conflicts when a crew member is double-booked. You'll see a warning before confirming. The dispatch board also shows availability at a glance.

Go to Settings → Integrations → Google Calendar and click Connect. Sign in with your Google account. Job events sync both ways — create in AutEvo AI and it appears in Google, and vice versa.

Yes. Enable Online Booking in Settings to get a shareable booking link. Customers pick available slots based on your availability rules. New bookings appear in your calendar and create a lead automatically.

From a job page, click Create Invoice. Line items from the quote carry over. Review totals, add tax, and click Send. Customers receive a branded email with a link to view and pay online.

Go to Settings → Payments → Stripe and click Connect. Once linked, every invoice includes a "Pay Now" button. Customers pay by card. Funds go directly to your Stripe account.

Enable reminders in Settings → Invoices → Reminders. Configure timing like:

• 3 days before due date: "Friendly reminder"
• Due date: "Payment is due today"
• 7 days overdue: "Past due notice"

Emails are sent automatically with a link to pay.

On the invoice page, click Record Payment. Select the payment method (check, cash, bank transfer, other) and enter the amount. The invoice balance updates instantly and syncs to QuickBooks if connected.

Connect your QuickBooks Online account in Settings → Integrations. Invoices and payments sync automatically. Customers are matched by email. You can map chart of accounts, tax rates, and line items.

Yes. When creating an invoice, enable Deposit Required and set a percentage or flat amount. For progress billing, create multiple invoices tied to job milestones. The system tracks remaining balance automatically.

Go to AI Tools → Voice Receptionist. Configure:

• Business info — hours, services, pricing guidance
• Call handling — when to answer (after hours, overflow, always)
• Actions — book appointments, capture leads, transfer to you

Forward your business line or use the dedicated AutEvo AI number. Calls are transcribed and leads are created automatically.

Take a photo of the job site and upload it to a lead or job. The AI analyzes the image and generates a rough estimate based on:

• Detected materials and surfaces
• Estimated measurements
• Your configured labor rates and material costs

Review the AI-generated quote, adjust as needed, and send to the customer.

The AI Assistant (icon in the bottom-right) can:

• Draft emails, quotes, and follow-up messages
• Summarize job details and customer history
• Answer questions about your own business data
• Generate social media content

Upload a document (PDF, image of a receipt/invoice/permit) and Document AI extracts key data: amounts, dates, addresses, line items. Review the extraction, then attach it to a job or create a new record from it.

Max is your AI employee with 223 tools and 51 write operations. Tell him what to do in plain English:

• "Create a job for John Smith at 123 Main St" — creates the job instantly
• "Send the invoice for Job #1042" — sends the invoice via email
• "Schedule install for next Tuesday at 9am" — books it on the calendar
• "Email the customer that their project is ready" — drafts and sends

Access Max from the chat icon on any page, or via Ctrl+K command palette.

Press Ctrl+K (or Cmd+K on Mac) from any page. A global search bar appears where you can:

• Jump to any customer, job, lead, or invoice by name/number
• Run quick actions (create job, send invoice, view reports)
• Search across all your data in real time

Yes — that's its primary use case. Configure it to answer only outside business hours, or set it to always-on. After-hours calls are handled, transcribed, and a lead is created. You get a summary notification the next morning.

From the customer detail page, click Enable Portal Access. They'll receive an email with a login link. Customers can view their jobs, invoices, documents, and message you — all from a branded portal.

• Active and completed jobs with status/phase updates
• Quotes — view, approve, and sign digitally
• Invoices — view and pay online
• Documents and photos attached to their jobs
• Messaging — direct communication with your team

On Enterprise plans, yes. Go to Settings → Portal → Custom Domain. Add a CNAME record pointing to our servers, and your customers will see portal.yourbusiness.com instead of our domain.

Yes. The portal has a messaging feature. Customer messages appear in your Communication Hub alongside emails and texts, keeping all conversations in one place.

Go to Settings → Integrations → Slack and click Add to Slack. Authorize the app for your workspace. Then configure which events (new leads, jobs, invoices) get posted to which channels. You can also use /max commands directly in Slack.

Go to Settings → Integrations → Microsoft Teams. Install the AutEvo AI bot in your Teams tenant. Once connected, you'll receive Adaptive Card notifications for jobs, leads, and invoices. Enterprise plans can use Max AI commands directly in Teams chat.

Go to Settings → Integrations and connect either HubSpot or Salesforce via OAuth. Once connected:

• Bi-directional sync: Push customers/leads/jobs to your CRM, pull contacts back into AutEvo
• Deal/Opportunity sync: Jobs automatically map to deals with stage tracking
• Bulk sync: One-click sync of all your tenant customers

Connect your WhatsApp Business account in Settings → Integrations. You can send appointment reminders, quote links, payment links, and job completion updates via WhatsApp templates. Incoming customer messages appear in your unified inbox.

• Gmail: Two-way email sync, send/receive from inside AutEvo
• Google Calendar: Two-way event sync with your scheduling
• Google Drive: Auto-create project folders, upload job files directly
• Google Business Profile: Manage reviews, reply, upload photos, sync hours

Yes. Go to Settings → Integrations → Lead Sources. Connect Thumbtack or Angi and incoming leads are automatically created in your CRM pipeline. We also support generic webhooks for any custom lead source (Zapier, n8n, etc.). Deduplication runs automatically.

Go to Settings → Billing → Change Plan. Upgrades take effect immediately; downgrades take effect at the end of your current billing period. Prorated charges are calculated automatically.

Go to Settings → Data → Export. Choose what to export (customers, jobs, invoices, or everything). Data exports as CSV files in a ZIP download. Your data is yours — always exportable.

Go to Settings → Security → Two-Factor Authentication. Scan the QR code with an authenticator app (Google Authenticator, Authy, etc.). Save your recovery codes in a safe place.

• Gmail / Google Workspace — Email sync & calendar
• QuickBooks Online — Accounting sync
• Stripe — Online payments
• Twilio — SMS & voice
• Facebook & Instagram — Social media posting
• LinkedIn — Business social posting
• Google Calendar — Two-way calendar sync

Enterprise plans also support API access and custom integrations.

Go to Settings → Billing → Cancel Subscription. Your account remains active until the end of the billing period. Data is retained for 90 days so you can come back or export. After 90 days, it's permanently deleted.