ClarityStride
NMW
DashboardApprovalsReports
Ask your AIEmailTextingPhoneTemplatesAutomations
Quote widgetSubmissionsReferral network
LeadsPipelineEstimates
Invoices
ScheduleDispatch boardRecurring
CustomersDead leadsImport (CSV)
ServicesPackagesPrice matrix
FleetCrew & pay
Settings
CH
Chris Hagerman
Owner
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Overview
AI Employee
Business brainAgent memoryAI ReceptionistPhone numbers
Business
Business profileEstimate & invoice prefsMowing price bands
Money
Developers
Integrations
Account
Your profile

Settings

Shape the CRM to your business. Start with the checklist.

Get set up
0 of 4 done
Set up your AI receptionistGreeting, persona, voice, hoursConnect a phone numberBuy one or port yours inConfirm your services & pricingPre-filled with your matrixTurn on textingTwo-way SMS from your number
AI Receptionist

Greeting, persona, voice, behavior, hours, what she can do.

Phone numbers

Buy a number, port yours in, track a port.

Business profile

Name, service area, hours, branding.

Services & pricing

Your catalog + the sqft pricing matrix.

Know your numbers

Overhead, equipment cost per hour, your true break-even and sell rate.

Integrations

Calendar, Stripe, accounting, lead sources.

Developers

API keys + webhooks.

Plan & billing

Subscription, usage, payment method.

Team & roles

Who can see and do what.

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