Sidekick How-To Guides
Quick answers to help you use your system.
Getting Started with Your Operating System
An overview of how the core system is structured and how your team interacts with day-to-day tools.
Managing Contacts & Customers
Learn how to view, search, and update customer records, phone numbers, and job histories.
Importing Your Customer & Contact List
Step-by-step walkthrough for importing your existing client CSV spreadsheet into the system.
Email, Phone, and SMS Setup Guide
How your dedicated business communication lines and caller IDs are configured for outbound and inbound messaging.
Setting Up & Using Booking Calendars
How to configure technician availability, appointment slots, and automated dispatch reminders.
Calendar Management & Appointment Workflow
Manage bookings, reschedule site inspections, and verify client confirmations in one calendar view.
Pipelines & Opportunities Management
Track your sales pipeline from new lead to estimate sent, deposit paid, and job completed.
Automatic Email & SMS Follow-Up Sequences
How automated nurture messages engage leads and remind homeowners about outstanding proposals.
Workflows & Automations Center
Deep dive into trigger-based sequences: missed call auto-text, review requests, and appointment SMS.
Conversations & Unified Team Inbox
Send SMS messages, review inbound emails, and view call recordings from one centralized inbox.
Marketing Tools & Academy Training
Official interactive video guides and tutorials on growing customer loyalty and local visibility.
Official Comprehensive Solutions Directory
Full searchable documentation database covering every tool, setting, and best practice.