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Setup Guides

Step-by-step instructions so simple a 10-year-old could follow them. No jargon, no fluff — just exactly what to click.

Medium $30-100/month 30 minutes

How to Set Up AI Phone Answering

Never miss a call again. Let AI answer, qualify leads, and book appointments 24/7.

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Easy Free (up to 3 channels) 15 minutes to set up, then 30 min/week

How to Schedule Social Media Posts with Buffer

Write a week's worth of posts in one sitting, then let them publish automatically.

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Easy Free 15 minutes

How to Set Up Online Booking with Calendly

Let customers book appointments directly on your calendar. No more phone tag.

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Easy Free 15 minutes

How to Create Care Instruction Templates

Give customers professional after-care instructions that reduce callbacks and show expertise.

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Medium Free tier available 25 minutes

How to Add a Chatbot to Your Website

Capture leads 24/7 with a chatbot that answers questions and books appointments.

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Easy Free 10 minutes

How to Respond to Reviews with ChatGPT

Write professional, personalized responses to Google reviews in seconds — without sounding like a robot.

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Easy Free 10 minutes

How to Write Social Media Posts with ChatGPT

Generate a week's worth of social media ideas in 10 minutes. Never stare at a blank screen again.

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Easy Free 15 minutes

How to Offer Color Consultation with AI Tools

Help customers choose colors using AI visualization tools — a great differentiator for painters.

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Easy Free 15 minutes

How to Monitor Your Competitors

Stay ahead by tracking what customers say about competitors and finding opportunities they miss.

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Easy Free 10 minutes

How to Respond to Customer Complaints Professionally

Turn unhappy customers into loyal fans with well-written responses.

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Easy Free 10 minutes

How to Write Job Completion Summaries

Send a professional recap after every job to justify your price and set up the review request.

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Easy Free 10 minutes

How to Create Booking Confirmation Templates

Send professional confirmations that reduce cancellations and set expectations.

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Easy Free 30 minutes

How to Create a Content Calendar with AI

Plan a month of social media posts in 30 minutes instead of scrambling daily.

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Medium Free 20 minutes

How to Create Job Contracts with ChatGPT

Protect yourself with professional contracts that take minutes to create.

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Easy Free 20 minutes

How to Set Up a Free CRM to Track Leads and Customers

Stop losing leads in text threads and sticky notes. Get organized with a free CRM.

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Easy Free 20 minutes

How to Write Email Campaigns with ChatGPT

Create professional email campaigns that bring back past customers and generate new business.

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Easy Free 15 minutes

How to Track Equipment Age for Proactive Sales

Know when customer equipment is due for replacement and reach out before it fails.

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Easy Free 15 minutes

How to Track Business Expenses for Tax Deductions

Stop missing deductions. Set up simple expense tracking that could save you thousands.

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Easy Free tier available 15 minutes

How to Track Your Fleet and Equipment with FieldFix

Know where your trucks are, when equipment needs service, and never miss maintenance again.

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Easy Free 10 minutes

How to Write Follow-Up Messages That Close More Jobs

Use ChatGPT to write professional follow-ups that turn quotes into paying customers.

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Easy Free 25 minutes

How to Optimize Your Google Business Profile

Get 7x more clicks by completing your Google Business Profile properly.

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Easy Free 20 minutes

How to Track Inventory and Supplies

Never run out mid-job again. Set up simple inventory tracking that saves trips and time.

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Medium Free 20 minutes

How to Track Job Costs and Improve Profitability

Know exactly what each job costs you so you can price accurately and boost profits.

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Easy Free 15 minutes

How to Respond to Leads Instantly with Templates

Set up instant auto-replies so leads hear from you in seconds, not hours.

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Easy Free 20 minutes

How to Set Up Automated Maintenance Reminders

Generate recurring revenue by reminding customers when it's time for service.

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Easy $75/month 20 minutes

How to Automatically Request Reviews with NiceJob

Automatically text customers after every job asking for a Google review. More reviews = more customers.

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Easy Free 5 minutes

How to Create 'On My Way' Message Templates

Look professional and help customers prepare with a quick heads-up text.

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Easy Free 15 minutes

How to Set Up Photo-Based Quoting

Let customers send photos for quick estimates without an on-site visit.

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Easy Free 10 minutes

How to Create Promotional Offers with ChatGPT

Generate seasonal promos and special offers that drive bookings during slow periods.

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Easy Free 20 minutes

How to Create Professional Quote Templates

Stop sending prices via text. Professional quotes justify premium pricing and win more jobs.

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Easy Free 15 minutes

How to Win Back Cold Leads and Past Customers

Simple outreach campaigns to reactivate leads who never booked and customers who haven't called in a while.

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Easy Free 10 minutes

How to Ask for Referrals (Without Being Awkward)

Use ChatGPT to write natural referral requests that bring you free leads from happy customers.

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Easy Free 15 minutes

How to Set Up Automated Appointment Reminders

Reduce no-shows by 50% with automatic text and email reminders.

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Easy Free 15 minutes

How to Optimize Your Routes and Save Drive Time

Cut fuel costs and fit more jobs per day with smarter route planning.

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Easy Free 20 minutes

How to Create Seasonal Marketing Campaigns

Run targeted campaigns that fill your calendar during peak seasons.

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Easy Free 15 minutes

How to Create Site Assessment Checklists

Use consistent checklists for site visits so you never miss details and give accurate quotes.

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Medium Free 25 minutes

How to Create Standard Operating Procedures (SOPs)

Document your processes so you can delegate, train helpers, and scale your business.

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Medium Free 25 minutes

How to Set Up Storm Response Outreach

Be first to contact customers after severe weather with automated storm alerts and outreach.

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Easy Free 15 minutes

How to Create Video Scripts with ChatGPT

Get video ideas and scripts for job walkthroughs, tips, and social media content.

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Easy Free 5 minutes

How to Capture Job Notes Using Voice-to-Text

Document jobs hands-free using your phone's voice features. No typing required.

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Easy Free 15 minutes

How to Create and Send Invoices with Wave

Free invoicing software that looks professional and lets customers pay online.

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More guides added regularly. Request a guide