Most questions have an answer on this page. Search it, or read the manual. If neither works, a real person reads the email.
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 → Import clients from CSV. Export a customer list from whatever you use now and drop the file in. The importer reads your column headings and matches them itself, then shows you exactly what it will bring in and what it's skipping before anything is saved.
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.
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 six-digit 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 six-digit 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. Cancelling 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. On a 14-stop day across three techs it typically cuts drive time by about 40%.
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 techs.
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.
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.
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.
Yes. Everything the app does is available over HTTP, using a key you generate yourself in Settings → AI access. No approval, no partner programme, 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 or another MCP-capable tool, add a custom connector using the server address on that screen and paste the key. Then ask it things like "who owes us the most" or "which jobs never got invoiced". More on this here.
Every part of the software in the order you'll need it, written for people who fix things for a living. Print it and leave a copy in the truck.
help@everglowdispatch.com
A real person reads it — usually the one who can change the software. Not a queue, not a bot, not a ticket number you never hear about again.
Tell us your shop name and what you were trying to do when it went wrong. A screenshot helps more than a description. If it's a bug, we'd rather hear it from you today than find out from the next customer.