Answers, without waiting for one.

1. Settings → Shop details. Name, phone, address, license, logo. This prints on every quote and invoice.
2. Settings → Bring your customers. Choose a CSV from the system you use now or a spreadsheet.
3. Settings → Taking payments. About five minutes. You'll need your EIN and a bank account.
4. Team → Invite. Unlimited users, so add the whole crew.

Then book one real job and run it all the way through — schedule, complete, invoice, send. Fifteen minutes and the whole system makes sense.

Settings → Bring your customers. Export a customer list as a CSV from whatever you use now and choose the file. A customer can repeat on several rows, one for each property or contact; Everglow puts them back together, shows which match customers you already have and why, and asks you about anything it is not sure of. Before you approve, you see exactly what will be created or changed. Nothing is saved until you choose Import, and nobody is emailed.

Don't tidy the file up first. Sorting out messy exports is what the tool is for.

Fourteen days, no card to start. Nothing is charged until it ends, and you can cancel from Settings at any point. If you decide against it, export your data as CSV — nothing is held hostage.

Settings → Bring your price book. Choose a CSV of your services and parts. Everglow shows what it found, how each column maps, and which rows need your decision; nothing is added until you approve the preview. For a clean file you already trust, Settings → Quick price list import (advanced) is still there.

The column names do not have to match ours. Item Code, Service / Item, Unit Price (USD), Our Cost, UOM, Type, Sales Tax are all understood, and the screen tells you which column it read as what before anything is written. Prices can be written however your spreadsheet has them — $1,250.00, 1250 and 1,250 all read the same.

Nothing is saved on the first press. You see how many rows were read, how many are new, how many you already have, and which prices would change and from what to what. Importing is a second, separate press.

Send a corrected file later and it updates rather than duplicating: items are matched on SKU first, then on name. Rows it cannot read are listed by line number instead of being dropped quietly.

Settings → Your fields. Add what is true of your business and nobody else's — a gate code, a filter size, a turf type, a container's permit number — to customers, contacts, sites, opportunities, quotes, jobs, visits, equipment, containers, invoices or price book items.

Text, long text, number, currency, date, checkbox, a list to pick one from, a list to pick several, web address, email or phone. A list field needs its choices, and Everglow will not store a value that is not one of them.

Three switches decide who sees a field, and they are deliberately separate. Technicians can see it. The customer's portal shows it. The assistant may read it. A gate code is the case worth thinking about: your techs need it, the assistant can use it when planning a day, and the customer's own portal should not print it back at them. New fields are hidden from customers until you say otherwise.

Hiding a field does not delete what was recorded in it. Those values stay on the records they belong to, and come back if you show the field again.

Everglow's own fields are the ones that make the software work the same way in every shop, and your trade adds its own on top. Yours are the third layer, not a replacement for either.

On the sign-in page, type your email and tap Forgot your password? You'll get a link that works once and expires in an hour.

If email isn't set up on your account yet, ask your owner to go to Team → Reset password. They'll get a 10-character code to read you over the phone. Take it to the reset page along with your email address.

Team → Reset password next to their name. You get a 10-character code and a link — read them the code or text the link. Good for 24 hours, works once.

If they never signed in at all, they probably never redeemed their invite. Send a fresh invite instead.

Owner — everything, plus settings, payments and AI access.
Dispatcher — the whole board, all clients, scheduling.
Office — clients, quotes, invoices, payments.
Field — their own jobs and the clients behind them. No revenue, no pipeline, no full customer list.

That last one is deliberate, and it applies to search and AI access too. A tech's AI key inherits the tech's limits.

58 of them, from HVAC and plumbing through carpentry, roofing, remodeling and cabinetry to pool, pest, restoration and locksmithing. Pick yours when you create the shop, or change it later in Settings.

If yours genuinely isn't there, pick Something else and email us. We add trades on request — it takes about ten minutes.

Yes. Building and remodel trades are set up as project trades: new work defaults to a full day on site rather than 60 minutes, and the price book starts with day rates, a materials allowance and permit costs instead of a flat service call.

A project that runs Monday to Friday is one job with five site days, not five separate jobs. Book it once, tick Repeats or add days as you go, and the invoice ties back to the whole thing.

Settings → Trade. Changing it updates your Route tab, default job length and some wording. It doesn't touch any work you've already created.

Three ways, same result. Tap an empty slot on the calendar. Use the + on any day. Or Clients → Book a job.

To move one, drag it on the calendar — on a computer you can drop it on a different time, not just a different day. On a phone, tap it and change the date.

Book the job as normal and tick Repeats. Choose weekly, every two weeks, monthly, quarterly or twice a year, and the next twelve visits appear on the board.

It stays one job with many visits. Completing one doesn't affect the others. Canceling clears the future ones and leaves the completed ones alone.

Yes, if you're in a trade that runs routes — pool, pest, cleaning, landscaping, irrigation, pressure washing, window cleaning, snow, junk removal and a few others get a Route tab automatically. Give each property a route day and a stop number, and the day comes out in the order you actually drive it.

The board shows today only. Anything on another day is on the calendar. If a visit has no tech assigned, it's in the "Needs a tech" section at the bottom.

It reads every unassigned job for that day and every available tech, then works out who should take what and in what order — using each tech's skills, the customer's time window, their shift hours and the drive time between stops.

You always see the plan first, with every change highlighted and what it was before. Nothing moves until you press Apply.

Planning assigns work between techs, and Solo is one person — there's nobody to assign between. It switches on the moment you're on Crew, which is $149/month flat for unlimited users.

Yes — don't apply the plan, or apply it and then drag the job wherever you want. The planner never moves a job that's already started, and it won't send a tech to something they don't have the skill for. Everything else is a suggestion.

If a job says "couldn't place", the reason is shown: usually nobody with the required skill has room, or the time window can't be reached.

Three things help most: give each tech their skills and shift hours in Team, set a required skill on jobs that need one, and give a customer's job a time window when they can only do mornings. The planner treats skills and windows as hard rules, not preferences.

Notes, logged calls, texts, emails and tasks are one stream on the record they belong to. Open a customer and the timeline shows everything that has happened to them, including the jobs, invoices and visits underneath — which is the view you want when a complaint arrives.

A task is a note with a date. The Tasks tab shows overdue, today and upcoming. Completing one stamps who and when rather than deleting it, so the history survives.

Things the system does — an invoice sent, a payment recorded — are logged automatically and marked as such, so you can tell what the software did from what a person did.

Yes, and that's usually how it goes. On a new quote, switch from "Existing client" to New prospect and type their name and number. They become a client automatically if they accept and you book the work.

Hit Send and you get a link. Text it or email it. They open a clean page with your logo and line items, can save it as a PDF, and can type their name to accept it on the spot.

When they accept, the quote flips to approved on your side and you get a one-click "Book it".

Open it and you have four buttons: Copy link to text them, Open / PDF to print or save, Email it which opens your own mail app filled in, and Take payment.

The customer's page shows the balance and a Pay now button if you've connected payments.

Make a revision instead. Both stay attached to the same opportunity, so you keep a record of what you offered and when. On the pipeline row, the button says Revise once a quote exists.

Yes, automatically. Creating a quote opens an opportunity behind it if there is not one already, and puts it at the quoted stage with the quote's value. You do not have to remember to make the pipeline record first.

It works the other way too: Quote it on an opportunity builds the quote and keeps them attached. When the customer accepts, the opportunity is won; when they decline, it is lost with their reason; and converting the quote records the job it produced on both.

Yes. Open the invoice or the quote and press Discount. Enter an amount or a percent, and a reason — the reason prints on the customer's copy, which saves an awkward phone call three months later.

The discount comes off before tax, so the customer is not taxed on money they were not charged. Clear both boxes to remove it.

A paid invoice cannot be discounted. Once the money has moved, that invoice is a record of what happened; reducing it afterwards is a credit note, not an edit. Field accounts cannot discount at all.

Settings → Taking payments → Set up payments. About five minutes, and you'll need your EIN and a bank account.

The Stripe account is yours, in your name. Money reaches your bank in about two business days. Your customers see your business on their statement, not ours, and we never hold your funds.

Settings → Taking payments lists exactly what Stripe still wants, in plain English — usually the bank account, the EIN, or a photo of your ID. Click Finish setup and it takes you straight there.

Open the invoice, Take payment → Cash / check, and put the check number in the reference field. The balance updates immediately and shows on the customer's copy.

Nothing. Stripe's standard rates — 2.9% + 30¢ for cards, 1% for bank transfers — and we don't mark them up or add anything on top.

Reports → Completed but unbilled. Finished visits with no invoice attached. Most shops find something the first time they run it.

Open a case, not a new job. On the board, a completed job has an "Open a case" button — use that one, because it links the case back to the visit that caused it.

The priority sets the clock: urgent is 4 hours, high is a day, normal is three days.

Because it's the most useful number in the product and almost nobody tracks it. Tick it when it was your error and put a cost on it. The dashboard shows the running total, and over a few months it'll tell you things about training and parts quality that nothing else will.

On any job on the board, tap Photos. It opens the camera directly. The photo is compressed on the phone before it uploads, so it works on a bad signal in a crawlspace.

Settings has a switch to require a photo before a job can be marked complete. Shops that turn it on stop arguing about what state a site was left in.

Settings → QuickBooks Online → Connect. You'll sign in at Intuit and pick which company. We only ask for accounting access.

Once connected, press Sync to send everything waiting, or tick the box to send each invoice automatically as you send it to the customer.

No. Before creating a customer we look for an existing one with the same name, and every invoice and payment we send is recorded against its QuickBooks id. Running Sync twice does nothing the second time.

No, and that's deliberate. Everglow pushes clients, invoices and payments to QuickBooks Online. Nothing comes back and overwrites a job. Two systems that both think they own the customer record is how bookkeepers end up with four copies of the same person.

QuickBooks Desktop isn't supported. If your bookkeeper needs that, Housecall Pro does it.

Intuit expires access every 100 days for everyone; it's their rule, not ours. Press Connect again and it picks up where it left off. Nothing already sent is affected.

Every report downloads as CSV, and Settings → Export transactions gives your bookkeeper amounts, fees, net and tax. Any time, no support ticket.

Your Stripe account is already yours, so there's nothing to move there if you leave.

Yes — the gear at the end of the tab bar. Drag them into the order you want; the first one is where you land when you sign in. Saved per person, so your dispatcher and your techs can each have their own.

Listings → + Listing. Address is the only thing required — everything else can be filled in as you learn it. Status, list price, beds, baths, square feet, MLS number, lockbox code and showing instructions all live on the listing.

Once a listing exists, the Showing button on that row books an appointment against it, and it appears on your board and calendar like any other appointment.

Two ways. From Listings, tap Showing on the row — the listing is filled in for you. Or from the Board or Calendar, tap an empty slot and pick the listing from the dropdown.

Showings default to 30 minutes rather than the hour a service call gets. On site you tap through the same flow: Start drive, Arrived, Finish showing.

Commission → + Commission. Enter the sale price and your side percentage and the gross is worked out for you, or type the gross directly.

Then the brokerage split and any referral fee out. Net to you is calculated and kept up to date — if you enter a brokerage percentage it always wins, so changing the gross recalculates the split. Clear the percentage to enter a flat amount instead.

Status moves pending → closed → paid, and the four figures at the top of the page show paid this year, closed but awaiting payment, still in the pipeline, and total received.

Lead, nurturing, appointment, agreement, showing, offer, under contract, closed. A deal holds the contract date, inspection deadline, financing deadline and closing date, plus the lender and title company.

A listing past 60 days on market with no showings in the last two weeks shows its day count in red. It isn't a warning about the software — it's the conversation you probably need to have with that seller about price.

No. There is no MLS or IDX integration, no lead capture forms, and no drip campaigns. If lead generation is what you need, Follow Up Boss, kvCORE or Chime will serve you better.

Everglow handles the part after a lead becomes someone you're actually working with: showings, deals, dates and getting paid.

Yes — pick Property management as your trade and you get both halves: listings and a deal pipeline, plus work orders, quotes, issue tracking and invoicing. It's the one trade that keeps everything, because you hold the property and dispatch repairs against it.

Yes. Everything the app does is available over HTTP, using a key you generate yourself in Settings → AI access. No approval, no partner program, and it's on every plan including the $49 one.

Full docs at everglowdispatch.com/developers, and a machine-readable spec at /api/openapi.json you can point Postman or a code generator at.

Not yet — you poll. For a nightly sync or a dashboard that's fine. If you need to react the moment a job completes, tell us; it's the next thing on the list for the API.

Settings → AI access → New key. Choose who it acts as, leave "allow changes" off to start, and copy the key — it's shown once.

In Claude, add a custom connector with the URL shown on that screen (the key is built into it) and leave sign-in off; in other MCP tools, use the server address with the key as a Bearer token. Then ask it things like "who owes us the most" or "which jobs never got invoiced". More on this here.

Every customer has their own page. Open their record and you will find Customer portal with a link to copy or text them. There is no password to hand out — the link is the key, and it only ever shows that one customer's own account.

They see their upcoming visits, quotes waiting on them, invoices with a pay button, and the records they are entitled to: a pest customer's application log with EPA numbers, a pool customer's water tests, a roll-off customer's containers and due-back dates.

They can ask you for something from it — move a visit, cancel one, book new work, or send a note. It lands on their timeline and on your task list for today, and nothing on your board moves until you say so. The page reads in Spanish if the customer picks it.

Turn it off for one customer with the same button and their link stops working.

On the Multi-location plan, Settings → Locations. Each branch gets its own board, its own route and its own books, and people are assigned to one.

A branch is set once, on the site, and everything follows: a job at that site takes the branch, and its visits and invoices take the job's. Nobody types a branch onto an invoice.

The picker at the top of the board switches between branches or shows all of them. Someone assigned to a branch sees only theirs; the owner and the office can see either. Roll-up puts the branches side by side — people, visits, invoiced, collected, owed, margin.

For roll-off, portable toilet and equipment businesses, the board has On the ground: what is out, what is due back today, what is overdue, and the fleet count by size.

Booking a rental puts the drop-off and the pick-up on the board together, because a box with no pick-up scheduled is how one sits on a site for three months. It refuses to promise a box you do not have — availability counts the boxes of that size not already spoken for over those dates, including bookings with no box assigned yet.

When it comes back, record the return date and the scale weight. Days over the included period and tons over the included weight are worked out with the arithmetic shown, because that is the number customers query.

Pest control and lawn businesses get an Applications tab, and a button on the visit card. It captures the federal set: product, EPA registration number, date and time, total amount, area, site and applicator, pulled from your price book where you have it there.

The record tells you what it is missing rather than letting you file a half one, and the re-entry interval is worked out from the finish time.

This does not make you compliant and does not claim to. States differ — some want wind and temperature, some want filing within days, some keep records for seven years. It captures the federal floor plus the fields states most often add, and exports the lot.

Pool businesses get a Chemistry tab and a reading on the visit: free and total chlorine, pH, alkalinity, calcium, cyanuric acid, salt, phosphate and temperature.

Anything outside the range a tech works to is flagged at the pool rather than noticed a week later, and combined chlorine — the difference between total and free, which is what makes eyes sting — is called out separately.

With pH, temperature, calcium and alkalinity it also computes the saturation index, which says whether the water will eat the plaster or scale it up. The ranges are what the trade works to, not law, and the customer can see their own readings in their portal.

It reads your own records and tells you where the money is going. Completed work nobody invoiced, invoices more than thirty days late, jobs that cost more than they brought in, recurring customers with nothing booked ahead, customers who have not been back in six months, days that spent more time driving than working, quotes gone quiet.

Every finding carries a number and the actual records behind it, and most have a button that shows you exactly what it would do before it does it. The pricing one has no button on purpose: what to charge is your call, not the software's.

An empty Review means nothing is wrong. It does not pad itself with reassurance.

Free ones, no account needed, at /tools/lawn-calculators, /tools/pest-calculators and /tools/pool-calculators. Fertilizer by nitrogen rate, mulch and sod by area, mix rates and dilution, chlorine and acid dosing, and the saturation index — the pool one uses the same math the app uses on a reading.

They show their working, and where the honest answer is "it depends on your soil" or "add half and retest", they say that instead of a confident number.