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HELP CENTER
GETTING STARTED
First Steps: Account Checklist
Key Concepts: Leads vs. Customers, Jobs vs. Visits, Service Plans vs. Quotes
Stripe
Importing Data
Team
Engagement
Price Book
Customization
Business Settings
COMMUNICATION
Notifications
Inbox
Desktop and Mobile Calling
Client Messaging Settings
Message Templates
Review Requests
Campaigns
Power Dialer
A2P 10DLC Registration
Send a Reminder 1 Day Before a Visit
Porting Numbers to Rotor
Workflows & Automations
MOBILE
Mobile: Quick Guide
Mobile: Maps
Mobile: Crew Scheduling
Mobile: Visit and Job Page, and Upsells
Mobile: Messaging and Dialer Screen
Mobile: Technician Use
Using Map Updates, Filters, Territories, and Bulk Assignment
The Job Page on Mobile
Mobile: Notifications & Troubleshooting
Create, Send, Approve, and Convert a Customer Quote in the Rotor Mobile App
CUSTOMERS
Customers
Client Portal
Map
LEADS
Leads
Pipelines
Web Forms
Converting Leads to Customers
Lead Sources and Attribution
SERVICE PLANS
Service Plans Page Guide and Filters
Service Plans
Manage Price Books and Create Plan Templates
Agreements
SCHEDULE & WORK
Crew Scheduling
Pending Jobs
Jobs Page - Web
Quotes: Web
Job Checklists
Create, Manage, and Update Tasks in Rotor
Time Tracking
Option Quoting
TEAM
Payroll
Sub-Accounts and Enterprise Settings
Team Members & Seats
PAYMENTS & FINANCIALS
Financials: Invoices, Payments, and Payouts
Billing Cycles
Instant Pay: Getting Paid Out Faster with Stripe
Stripe Fees
Deposits
Variable Cycle Billing
Klarna Payments
INTEGRATIONS
Overview
Meta
HELP CENTER
Support Tickets
HELP CENTER
Understanding Rotor's feedback hub and help center
Support Tickets
How to open a support ticket from the Rotor portal instead of the chat bot, and how to track outstanding and resolved tickets in one place.