Feature toggles - what's active for your plan

Settings → Features shows every feature available on your plan and lets you toggle each one. Off doesn't mean gone - the data stays; the feature is just paused. The page only shows features your current plan tier includes. Features you'd need to upgrade for show on /portal/billing instead.

35 features across 8 categories

The catalog groups features by what part of the business they touch. Your plan determines which categories and features you can access.

Phone receptionist (Voice / Front Office)

• Answer calls 24/7 - AI picks up every inbound call.
• Block spam calls - hang up automatically on robocalls.
• Take messages + email owner - forward voicemail-style summaries after hours.
• Book appointments by voice - receptionist books a slot during the call (requires calendar integration).
• Transfer to a human on demand - caller can ask to reach a real person.
• After-call follow-up SMS - sends the caller a recap text with a confirm/reschedule link. (Default off - opt-in.)
• Call forwarding setup - one-click forwarding of your existing business number to the AI receptionist.
• Hot-lead SMS alerts - texts the owner immediately when the receptionist captures a high-intent lead.

Scheduling + dispatch (Bundle / Front Office)

• Smart tech scheduling - ranks slots by minimum drive time; one-click route-optimize tool.
• Auto-book from leads - when a lead's intent is clear, the AI books instead of just replying.
• Day-before appointment reminders - text + email to customer.
• Tech mobile day-view - mobile-first PWA for techs in the field.
• GPS location tracking - track techs during the workday. Two-gate consent: owner enables + tech approves. (Default off - privacy-sensitive.)
• Dispatcher kanban - drag-and-drop assignment of leads + appointments to techs.

Lead handling (Bundle / Front Office)

• Auto-reply to email leads - AI reads inbound email, classifies intent, drafts and sends a reply.
• Two-way SMS conversations - customers can text in and have a back-and-forth with the AI.
• Urgent lead escalation - push-pages the owner immediately when a burst-pipe / after-hours emergency comes in.
• Auto-request review after job - sends a Google review link when an appointment flips to completed. (Available on Visibility / Bundle / Front Office.)
• Pipeline kanban board - drag-and-drop lead pipeline with deal value rollups per column.

Marketing & visibility (Visibility / Bundle / Front Office)

• Google Business Profile posts - AI writes and publishes GBP posts (4/mo on Visibility/Bundle, 8/mo on Front Office).
• Auto-reply to Google reviews - drafts a reply to every new review; owner approves or auto-publishes.
• Monthly performance report - emailed on the 1st: leads, calls, GBP impressions, ROI summary.
• SEO blog posts - AI-written long-form posts for local SEO (1/mo on Visibility, 2/mo on Front Office).

Money & billing (Bundle / Front Office)

• Recurring service contracts - create + manage maintenance contracts with three billing modes (autopay, auto-invoice, manual collect).
• Stripe autopay subscriptions - charge customers' saved cards on the contract cadence.
• Save card on file + charge later - send a save-card link; charge off-session for follow-up invoices.
• Customer billing portal - customers self-serve their saved card, invoices, and active subscriptions via Stripe's hosted portal.
• Bring your own pay link (BYOPL) - add a Cash App / PayPal / Venmo pay link to invoices. Available on every plan.

Field operations (Bundle / Front Office)

• Tech time sheets - per-tech clock-in/out tracking with payroll-ready CSV export.
• Parts inventory - track parts on truck + warehouse, low-stock alerts, parts-on-job tagging.
• Pricing book - centralized service pricing so techs quote consistent prices in the field.
• Job + truck expenses - per-job and per-truck expense tracking for cost-of-service reporting.
• Multiple locations - run multiple shop locations under one workspace (Bundle: up to 3, Front Office: unlimited).

Account (Front Office only)

• Quarterly strategy calls - 45-minute planning call with your account lead via Calendly.
• Priority support (1-hour SLA) - front-of-line support response within one business hour.

Core - every plan

These features are on every tier. They appear in the feature catalog so you can technically turn them off (rare - some shops don't use quotes, for example), but the list is here for completeness.

• Customer database - track every customer's contact info, service history, equipment, and notes.
• Quotes - build and send quotes with one-tap acceptance + Stripe deposit collection.
• Invoices - send invoices via email or SMS with embedded pay-now buttons.
• Schedule + appointments - calendar view, click-and-create scheduling.
• Team members + roles - owner/dispatcher/tech/billing/viewer with per-feature permissions.
• Performance reports - lead count, call count, appointment count by month.
• Calendar integrations - two-way sync with Google Calendar, Microsoft 365, and Calendly.

How to toggle a feature

1. 1
   Go to Settings → Features

   The page lists every feature your plan tier includes, organized by category. Features not in your tier are not shown here.

2. 2
   Find the feature

   Scroll by category or use browser find (⌘F / Ctrl+F). Each feature shows its current state: on (green), off (grey), or default (inheriting the plan default).

3. 3
   Click the toggle

   Flips immediately. No save button - each toggle saves independently. 'Off' pauses the feature but preserves all data.

Per-tech and per-member overrides

The toggles on Settings → Features are workspace-level defaults. You can also override per team member from the Team page - for example, GPS tracking can be enabled workspace-wide but a specific tech's tracking_consent_at controls whether it actually runs for them. Granular permission overrides per member are in /portal/team → click the member → Permissions.