Ops

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Allowed accounts are added manually. Contact your manager for access.

Agents

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Sales

Overall Rating4.7★★★★★Read our 223 reviewsGoogle · updated Nov 4

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Tools

Tools

Ask AI

Memory

Question

Tools

Translator

English notes for Service Autopilot. You get cleaned English and Spanish, each ready to paste.

English job notes

Cleaned English Spanish English meaning

What the Spanish actually says, so you can check it before you send it.

Spanish comment

English meaning

English message

Firm (stern)

Short and direct, when the instruction has to be clear.

English meaning Professional

Clear and polite, the way you'd write at work.

English meaning Casual (friendly)

Warm and easy, like a coworker.

English meaning

Crew Spanish

English meaning

Crew chat is not saved in the translation log.

Tools

Agents Schedule

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Tools

Customer lookup

Name, phone, address, or email

Tools

Mow Day & Price

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Tools

Weather

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Tools

Uploads

Kind File Company Shared client list

Mowing Best clients Chorbie clients CLD clients Currently tagged

Upload any of these: Mowing Best, Chorbie, CLD, or both brands. CLD counts as Chorbie. "Currently tagged" is the SA client export filtered to the Chorbie_Client tag. Preview is a dry run: it shows tags to add, tags to remove, and possible matches, and saves nothing. Import writes the sheets and unlocks the CSV downloads.

Choose files → Preview → Import.

Dispatch board exports

SA dispatch board export: Excel 97-2003 (.xls), .xlsx, or .csv. Up to 20 files. They upload in batches of 8, or fewer if the files are large. Stops dated after today update the Mow Day lookup (ZIP days for quotes); stops dated today or earlier never change it. A board dated today also refreshes the Crews tab. Crew names are set on the Crews tab.

Company export

SA company export as .xlsx, Excel 97-2003 (.xls), or .csv. An .xlsx or .xls workbook uses the Clients tab and, when that file has one, the Crews tab. A .csv is the client list only, so crew reference rows stay as they are.

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Settings

Tutorial

Walk through the header, the period bar, the tabs, tapping a number, upload colors, and Live dots.

Developer

Developer mode

Shows error codes when the team page fails to load. Off by default.

Team

Agent profiles

Names, text sign-off, and the name Sales uses.

Access

Comms

Feed health

Emails, texts, calls, transcripts, and agent status. Alerts stay off.

Calls

Missed-call ring cutoff (seconds)

An unanswered call counts as Missed only if it rang the agent this long. Shorter rings show as Short ring. Admins only.

Crews

Agent profiles

Tap a name to edit that person. Sign-off and the name Sales uses stay on their form, not in the list.

Edit agent

Work email Name Role Active Name Sales uses Text sign-off Starts as -FirstName from the name. You can change it. Phone

Advanced

Phone id

Drilldown

Calls

1 of 6

Tutorial

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