Customization

Step 1: Access the Customization Page

1. On desktop, go to Settings → Customization.

2. At the top, you’ll see any existing tags set up during onboarding.

Step 2: Manage Tags

Tags help you organize and filter your customers and leads:

• Add new tags: Example: North Utah.

• Delete or rearrange tags: Tags at the top of the list appear first in drop-downs, so place frequently used tags there.

• Bulk actions: You can bulk-add tags to multiple leads or customers from list views.

• Filters & downloads: Filter by tags and export lists for reporting or follow-ups.

Step 3: Set Lead Sources

Lead sources help track and attribute your marketing efforts:

• Required for every new lead or customer.

• The lead source at the top of the list becomes the default.

  • Example: If D2D is your most common source, place it at the top.

• Lead sources also appear as options on web forms.

Step 4: Configure Lead Stages

Lead stages represent your sales pipeline:

• Add stages like Quote Scheduled or Bad Line (e.g., incorrect number or wrong contact).

• Save changes to update the pipeline view.

Step 5: Manage Service Types

Service types define the services your business offers:

• Apply when selecting the service a lead is interested in or when signing up a customer for a job or service plan.

• Currently, you can select one service type per plan, but you can create a Bundled type for offerings that include multiple services (e.g., window washing + gutter cleaning).

Step 6: Set Service Frequencies

Service frequencies control how often a service is offered:

• Remove or add frequencies as needed.

• The system calculates the number of jobs based on the selected frequency.

• Frequencies can be removed and restored later at any time to reflect changes with your business capacity.

Step 7: Customize Display

• Turn off features you don’t use to reduce clutter and simplify your workflow.

• Some features may be disabled based on your plan; contact Rotor if you want to explore additional functionality.

Step 8: Apply Your Customization

Once your tags, lead stages, service types, and frequencies are set:

• Go to your Leads or Customers page.

• Filter by items such as tags, service types, or frequencies.

• Download filtered lists and apply multiple filters at once for reporting or outreach.

Tips for Using Customization Effectively

• Arrange frequently used tags at the top for faster access.

• Add a service type of “Bundled” to indicate a combined offering.

• Hide unused features to simplify your workflow.

• Track lead sources carefully to measure marketing performance.

Congratulations! Your Rotor account is now customized to match your business workflow, making it easier to manage leads, customers, and services every day.

Have additional questions? Our team is ready to help you succeed. Contact us through the chat or drop us an email at support@getrotor.com.