Settings

Configure your business and account preferences

Complete your business profile to fully activate AI responses.

Profile & Account

My Profile

Name, phone, email verification

Business Profile

Name, address, services, hours

Brand & White-Label

Logo, colors, custom portal, domain

Features & Automation

AI Receptionist

Setup

⚠ Twilio connection required

⚡

Workflow Automation

Visual builder for automated communication

AI Tools

Pro

AI assistant, coach, closer & content tools

Integrations & Connections

⚠ Some integrations need setup

Scheduling & Availability

Availability & Scheduling

Set open hours, blocked dates & booking rules

Business Operations

Payment Setup

Setup

⚠ Connect Stripe to accept payments

⭐

Memberships & Maintenance Plans

New

Create recurring revenue with service memberships and VIP programs

Reputation Manager

Monitor reviews, respond & track satisfaction

Team Members

Invite drivers, techs, estimators & managers

Locations & Franchise

Manage offices, crews and branches

Team Messages

Internal communication & job discussions

Growth & Marketing

Referral Rewards

Earn credits by referring businesses and customers

Growth Intelligence

AI-powered insights, gap analysis & revenue opportunities

Training Hub

Sales training, scripts, roleplay & growth

Legal & Compliance

📡

Operational Readiness

System score, AI status, integration health

Legal Compliance Center

Policy management, consent tracking & audit logs

Legal Generator

Generate terms, privacy policy & disclosures

Cookie Preferences

Current: Not Set

Plan

Founding Members

Lifetime pricing & exclusive perks

WebVoltCRM · v1.0