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
ProAI assistant, coach, closer & content tools
Integrations & Connections
⚠ Some integrations need setup
Scheduling & Availability
Business Operations
Payment Setup
Setup⚠ Connect Stripe to accept payments
Memberships & Maintenance Plans
NewCreate 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
WebVoltCRM · v1.0