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.
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.
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.
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.