Pricing
Security
Help
Sign in
Join the pilot
Help
Short answers to the questions people ask most.
What is new
.
Search help
Getting started
How do I start a free trial?
What are the setup steps?
What is the sample data, and how do I remove it?
What happens when my trial ends?
How do I sign in?
What does the dashboard show?
I work for more than one firm. How do I switch?
How do I contact you?
Bringing your data in
How do I import my supplies from a spreadsheet?
What columns does an import need?
Why was an MPAN refused?
How are dates and money read?
What if I import the same file twice?
Can I import past commission?
Clients, sites and supplies
How are clients, sites and supplies organised?
How do clients sign a letter of authority?
How do groups of companies work?
What is the service desk?
Where do tasks come from?
Where are documents kept?
Renewals and sales
How do renewals work?
Can I rename the pipeline stages?
Where is my enquiry form?
Can clients ask us for prices?
How do I track prospects?
What are market updates?
Commission
How do I record commission statements?
Complaints
How are complaints handled?
Who writes the draft letters?
Can clients make a complaint in the portal?
The client portal
How do I invite a client to the portal?
What do clients see in the portal?
Will the portal show my firm's brand?
How do we put the portal on our own web address?
Can a client manage their own people?
Your firm and team
What can each role do?
How do I add someone to my team?
Can I see who changed what?
How do I connect our mailbox?
How do alerts work?
How do I set our letter wording?
Plans and billing
What do the plans include?
What happens when we reach our plan's limits?
What is the AI allowance?
How do we change plan?
How do we pay?
What happens if a payment fails?
How do we cancel?
Security and your data
Can another firm see our data?
Can your staff see our data?
Where is our data stored?
Can we take our data with us?
Can you delete our firm's data?
