GETTING STARTED
Learn how to get started with Rotor
- First Steps: Account Checklist The ordered path from an empty Rotor account to your first job on the schedule. Do the foundation settings first, the money and messaging setup before you go live, and the operational tuning in week two.
- Key Concepts: Leads vs. Customers, Jobs vs. Visits, Service Plans vs. QuotesRotor keeps several pairs of objects deliberately separate — leads and customers, jobs and visits, service plans and quotes. This article explains what each one is, when it gets created, and the mix-up people run into most.
- StripeTo 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.
- Importing DataRotor 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.
- TeamRotor 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.
- EngagementRotor 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.
- Price BookThe Price Book is where you organize line items, set pricing, and build reusable plan templates so your team can sell jobs and service plans accurately.
- CustomizationRotor’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.
- Business SettingsRotor’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.