Jeffrey Rose

INTEGRATIONS

In this guide, we’ll walk through how to connect your Meta page to Rotor so that leads are automatically created when someone fills out a native Meta lead form.

⚠️ Important: This integration does not support DMs at this time. It is specifically for Meta ads that use native lead forms (Instant Forms). When someone submits a form on Meta, the lead will automatically sync into Rotor. Your ad spend data will also pull in automatically.

Overview

Feedback

Roadmap

Updates

Noah Sanches

Anton Alley

Tyler Woods

MOBILE

The Rotor Mobile App is your command center in the field. It is designed to give you quick, tactile access to your most important tools—whether you’re managing leads, viewing the schedule, messaging customers, or checking the leaderboard.

This guide provides a detailed walkthrough of how the app is structured, how to navigate the interface, and how to customize the layout to perfectly fit your daily workflow.

Mobile: Set-Up

The Map page in the Rotor mobile app is built to help you move efficiently in the field—especially for door-to-door sales, territory management, and neighborhood follow-ups. Whether you're checking in on active customers, revisiting one-time clients, or tracking daily knocking performance, the map gives you a real-time visual command center.

This guide walks through how to filter, navigate, drop pins, draw territories, and use advanced features like lasso reporting—with clear instructions on which buttons to press to maximize your efficiency.

Mobile: Maps

The 2026 mobile update brings the power of the desktop scheduling system directly into the field. Technicians can manage visits, track time on-site, and adjust schedules directly from the mobile app.

This guide covers navigation, live visit tracking, and scheduling updates while on the go, allowing technicians to focus on their routes while admins maintain visibility across all crews.

Mobile: Crew Scheduling

This guide walks you through verifying your setup, configuring inbound call routing, and making and receiving calls directly from the Rotor mobile app.

Mobile: Calling

When you open a visit in the mobile app, you have everything you need to manage the job from start to finish.

Mobile: Visit and Job Page, and Upsells

Using the Mobile Messaging and Dialer Screen

Mobile App Settings, Tab Customization, Notifications, and Support

Support Team

Learn how to use specific Rotor features here

FEATURES

Rotor’s Maps feature gives your team a visual view of your customers and leads, helping with planning, follow-ups, and territory management. This guide will show you how to customize and use the map effectively.

Rotor’s Inbox centralizes all messaging with your leads and customers, making it easier to stay organized and manage communications efficiently.

Inbox

Rotor’s Power Dialer helps you contact leads and customers efficiently, allowing your team to make bulk calls, track interactions, and increase conversions. This guide follows the full workflow as presented in Rotor’s tutorial.

NOTE: The Power Dialer is only available on the Enterprise plan. If you don’t see it enabled, contact Rotor to enable it for your account.

Power Dialer

This guide walks through Rotor’s Web Forms feature and how to use it to capture lead information efficiently. Web forms are one of the most common ways Rotor users collect new leads and are designed to be flexible, customizable, and easy to deploy across multiple marketing channels.

Web Forms

This guide walks through how to create and manage agreement templates in Rotor so you can collect signatures when signing customers up for service plans—either in person on a mobile device or remotely via text and email.

Agreements

This article walks through how service plans work and how to set them up confidently so you can use them on desktop and, more importantly, on your mobile device while working in the field—especially for door-to-door workflows.

Service Plans

The Leads page in Rotor is designed to help you track, manage, and convert potential customers efficiently.

Leads

The Customers page in Rotor is the central hub for managing your paying clients and their historical data. While Leads represent potential revenue, Customers are the heartbeat of your business—individuals or entities with active service plans, paid invoices, and scheduled jobs.

Rotor intentionally separates these two groups to give you immediate visibility into who is currently generating revenue. This separation ensures your sales pipeline (Leads) stays clean and your operational workflow (Customers) stays focused.

Customers

Instead of relying solely on traditional “Jobs,” the platform uses a Visits and Crews system. This approach allows businesses to better track technician performance, support complex team structures, and automate recurring service plans more effectively.

This guide walks through how to set up your team, manage technician availability, organize crews, and use the new scheduling tools to keep your operations running smoothly.

Crew Scheduling

Whether you are launching a spring cleaning promotion or re-engaging leads that have gone cold, Campaigns allow you to send high-volume SMS and email "blasts" with built-in performance tracking.

This guide walks you through creating message templates, filtering your audience, and tracking your Return on Investment (ROI) directly within the platform.

Campaigns

Our newly enhanced Time Tracking feature is built to give you deep visibility into your company’s operations. By tracking exactly how time is spent—whether in the field, the office, or during sales—you can generate accurate payroll and unlock powerful analytics like Revenue Per Hour.

This guide walks through role-based clocking, managing timesheets as an admin, and using visit timers to audit technician performance.

Time Tracking

Financials: Invoices, Payments, and Payouts

Service Plans Page Guide and Filters

Quotes allow you to create and send professional quote proposals to leads and customers, then convert them directly into service plans and customer relationships. Quotes work similarly to service plans, making it easy to build from templates and customize pricing, terms, and billing details.



Quotes: Web

Notifications keep you and your team informed about what's happening in your business like new leads, signed agreements, payments, job summaries, and more.

Notifications

Pipelines are a way to track leads and customers through any process you define — from quote to close, or converting one-time customers into recurring ones. Think of it as a visual board with stages you move people through as they progress.

Pipelines are especially useful as your business scales and you're managing lots of leads at once.

Pipelines

Pending jobs are a way to mark that a customer is due for service at a certain time — without fully scheduling them yet. They act as a placeholder on your schedule so nothing falls through the cracks.

Pending Jobs

The Jobs page gives you a full list of every job in your account, along with quick metrics and filtering tools to help you stay on top of your schedule and collections.

Jobs Page - Web

Create and Use Checklists for Jobs, Clock-In/Clock-Out, and Mobile Completion

Manage Price Books and Create Plan Templates

Using Map Updates, Filters, Territories, and Bulk Assignment

Create, Manage, and Update Tasks in Rotor

Setting up calling

Rotor's Messaging settings give you full control over when and how automated messages are sent to your customers. You can customize the content of every SMS and email, configure timing for reminders, and turn individual notifications on or off.

Client Messaging Settings

Navigate to Financials → Payroll to access the payroll section.

Payroll

GETTING STARTED

Rotor makes it easy to manage texting and email communication with your customers. This guide will walk you through setting up your sender email, phone number, and campaign registration to get started.

Engagement

Line Items in Rotor act as your price book, helping you organize services, set pricing, and manage recurring plans. This guide will show you how to configure line items so your team can sell jobs or service plans accurately.

Line Items

Rotor’s Customization settings let you tailor the system to your business by managing tags, lead stages, service types, and more. This guide walks you through the main customization options and how they affect your workflow.

Customization

Rotor’s Business Settings let you configure key details about your company, ensuring your communications, invoices, and automations work smoothly. This guide walks you through the main fields you’ll need to set up.

Business Settings

Rotor makes it easy to import leads and customers from other platforms or add existing records to your account. This guide walks you through the process step by step.

Importing Data

Rotor makes it easy to add team members and control what they can see and do in the system. This guide walks you through how to invite users, assign roles, and manage notifications.

Team

To begin collecting revenue in Rotor—whether by saving credit cards on file, linking to customer bank accounts, or accepting instant online payments—you must first set up a Stripe Connect account.

This process creates a dedicated Stripe account specifically for your Rotor platform. This integration allows Rotor to automatically track payouts, issue refunds, manage invoices, and handle payment processing without you ever having to leave the app.

Stripe

Want to bring your existing business phone number to Rotor? This guide walks you through what to expect and what you'll need to provide to get your number moved over.