How to set up your business profile

Step-by-step guide to complete your business profile and start receiving customer requests.

👍 12 found this helpful

How to manage customer requests (leads)

Learn how to view, respond to, and manage incoming customer requests.

👍 8 found this helpful

How to request a service as a customer

Learn how to find and request a service provider through WebVoltCRM.

👍 5 found this helpful

How to send an estimate to a customer

Create and send professional estimates to customers from the Estimates section.

👍 7 found this helpful

How to set up automated follow-ups

Configure automated follow-up campaigns to stay in touch with leads automatically.

👍 10 found this helpful

How to track costs and platform usage (Admin)

Use the Cost Monitoring dashboard to track AI, email, SMS, and automation usage across all businesses.

👍 3 found this helpful

How to connect Stripe for payments

Link your Stripe account to accept online payments and send payment links to customers.

👍 6 found this helpful

How to use the customer timeline

Track your service job progress from request to completion using the customer timeline.

👍 4 found this helpful

Understanding notifications

Learn what the different notification types mean and how to manage your alert preferences.

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How to upgrade your subscription plan

Learn how to view your current plan, compare features, and upgrade to unlock more capabilities.

👍 8 found this helpful