Secure customer workspace
Access your lead pipeline, campaigns, protected customer reply inbox, calendar, quote drafts, and recovery reports.
Sign in to finish connecting Jobber. Then choose your workspace and select Connect Jobber.
Create an account and verify your email, then choose your monthly plan in Billing. Existing invitations still work. Your business phone, messaging and other integrations need configuration and testing after payment.
Client workspace
Your tool guide
AI Receptionist and AI Help use AI. Optional AI pilot tools are labeled below. Other tools organize records, apply rules, prepare editable templates or record your team’s work. Phone, messaging and calendar connections need setup and activation for your business.
Open the full tool guideUpload one original estimate PDF (up to 6 MB), or paste the text of an estimate email. AI suggests fields; you select an existing customer and check the original before saving. No quote is approved and no message is sent.
Original estimates
Keep each original estimate separate, review its validity, then approve a follow-up to its customer.
Each estimate stays separate. Customers must already be matched through Jobber in Lead queue. Confirm each quote’s currency and validity after import.
Suggested reviews: days 3, 7, 14 and 30 after the recorded quote date, then long-term review. Old missed dates appear as one review. Each email requires your approval; the 14-day contact limit, reply holds and opt-outs still apply.
Import existing customers into Lead queue first. CSV quotes match their reviewed email addresses. Original quote value is potential opportunity, not recovered revenue. Imports do not contact anyone.
After completed work
Ask for honest feedback after a completed job. Requests need the same exact-message approval as other customer email.
Ratings here are feedback submitted through your request link. They are separate from reviews posted on an external platform. Testimonial permission never publishes feedback automatically.
Help from a person
Keep your question, support updates, and resolution together.
Sign in to view support requests.
Owners and managers see their workspace’s requests. Staff see the requests they opened.
Private service administrator queue
Review account and associated personal-data removal. Preserve only required records. This panel records completed manual work; it does not delete accounts or cancel subscriptions.
Made for your business
Your progress is saved in this workspace.
Your next step
Loading your next actions…
Help & tutorials
Watch the narrated overview or follow a step-by-step guide for leads, replies, quotes and daily actions.
Act next
Eligibility, sender identity, audience, and message copy must be reviewed before any recovery campaign is activated.
Separate payment approval
Review the payment terms in Business setup after the team confirms your audited scope. Existing accepted agreements keep their original terms.
Follow through
Assign the next step and a deadline. Calls and replies stay here until reviewed in their inbox. Upcoming appointments appear seven days ahead.
One customer, one history
Read linked calls, emails, appointments, notes, and recorded outcomes together. Search by name, email, or phone.
Only linked records are included. Review and link an unidentified caller in the call queue first. SMS history will appear after SMS is connected.
Launch gate
Connect an authorized business account to preview messages. Nothing is sent or saved automatically. Enter your business services below before previewing.
Recover opportunities from email
Review unanswered inquiries, estimates awaiting a reply, and projects customers put on hold. Every suggestion includes the message evidence behind it.
This version analyzes email exports using conversation rules. Live Gmail and Outlook syncing is not connected.
2 · Check the evidence
Saving creates no leads or messages. Add each opportunity to the lead queue after reviewing its evidence. Existing opt-outs remain protected.
3 · Review opportunities
Approval queue
Durable delivery
Sign in to monitor scheduled and active campaigns.
Failure visibility
Safety before scale
See what is ready, what the system blocked, what failed, and why. Every live decision shown here comes from server-side campaign controls—not browser assumptions.
Sign in to inspect live workflow safeguards.
Decision explanations
Enforced controls
Accountable history
Times shown in your device’s timezone. One appointment at a time per workspace.
Sign in to configure booking.
Uses this workspace’s calendar, with one appointment at a time. Optional HighLevel availability checks are configured below. Appointments are saved in this portal. A connected HighLevel calendar supports reviewed one-way copying below; rescheduling and cancellation do not sync between calendars. Customer confirmations and reminders are not enabled by this setting.
Copy these instructions into Vapi’s assistant builder. They add two booking tools using your existing Reports credential. The call-report connection stays in place.
Calendar connection
Sign in as an owner or manager to connect a calendar.
When enabled, the receptionist offers times allowed by both your portal hours and the selected HighLevel calendar. It checks HighLevel again before saving a new booking. If the check fails, it offers a callback instead of claiming the calendar is full.
AI calls save bookings in this portal. Use Copy a booking to HighLevel below to review and copy individual appointments. Rescheduling and cancellation do not sync between calendars yet.
Appointment copies
Sign in as an owner or manager to review appointment copies.
Choose an existing HighLevel contact and review the saved booking before copying. Copying does not update the contact or start HighLevel automations. Your calendar may send an invitation; the review shows this before you confirm.
Shared history
Review first
Sign in as the platform administrator to view this report.
Administrator browsers are excluded automatically after sign-in. This preference applies to this browser only.
Last 30 days with the updated tracking. Known internal checks are excluded. Earlier page views include testing and stay separate. Refreshes and link scanners can still appear; these are not verified unique people. A saved demo request is stronger evidence of interest than a page view or click.
Source categories are browser-supplied, not independently verified ad clicks.
Campaign tags indicate the link used. They do not identify a person or prove that every click was human.
Most recent 50 requests in the last 30 days. Saved for your review only; no automated messages are sent.
Last 7 days
Current recorded stage
Privacy-safe pilot report
Defensible history
Connector readiness center
Review imports, connect HighLevel or Jobber read-only, and receive completed Vapi call reports for your team to review.
Import a structured export, map it once, review exclusions, and reuse the approved mapping for later batches.
Connect one authorized HighLevel sub-account, then reconcile contacts, conversations, opportunities, and estimates without changing CRM records.
Authorize one Jobber account for read-only access to clients, requests, quotes, jobs, and invoices.
To finish connecting, choose the correct workspace above, then select Connect Jobber to approve read-only access.
Receive summaries and transcripts from your Vapi receptionist, including browser test calls.
Set up & view callsVapi receptionist
Sign in to view call reports.
Connect one Vapi assistant to this workspace. Only owners and managers can change these settings.
Pausing imports keeps call history. Your Vapi phone number continues answering; manage calls in Vapi.
Copy this directly into Vapi. It is not a Vapi API key. If you leave this page before saving it, use Replace token.
end-of-call-report in Server Messages, then publish.Receive an internal alert at your confirmed sign-in email after a new phone call report arrives. The email links to the report; it does not include the transcript or contact the caller.
Sign in to manage your alerts.
Usually queued within a minute of the report arriving. Temporary failures retry automatically for up to 20 hours. Turning alerts off cancels pending alerts; an email already being sent may still arrive. Old calls and browser tests are excluded.
Delivery status is checked periodically for three days. “Accepted” means the provider accepted the email; it does not confirm inbox delivery.
AI summaries and transcripts may contain errors. Confirm callback details before following up. Caller ID is not a confirmed callback number.
HighLevel read-only reconciliation
Sign in to inspect the connector.
HighLevel remains read-only. Imported records enter review first; nothing is contacted automatically.
Jobber read-only connection
Sign in to inspect the connector.
Run a sync to see which records were added, held, or skipped.
Read-only validation checks data access and reconciliation. It does not certify production readiness or prove recovered revenue. Outreach still requires human approval.
HighLevel pilot
Controlled scope
This readiness center supports read-only HighLevel and Jobber connections. It does not activate CRM write-back, messaging, workflows, or voice calling.
Plans and credits
Sign in to view your plan and balances.
For an existing accepted Basic or Pro annual agreement, only whole unused monthly service periods are refundable. A month already started is nonrefundable, even 5–10 days into it. Periods follow your subscription anniversary. The calculation uses your annual subscription payment divided by twelve, excludes the separate setup fee and accounts for earlier refunds.
Annual cancellation ends paid service after the current monthly service period. Payment and refund status are verified separately. Stopping renewal alone does not request annual cancellation or a refund.
Email support about annual cancellationOpening email does not submit a request. Send your request and keep support’s date confirmation. Do not send payment-card details or customer records.
Included AI minutes and SMS reset monthly with no rollover. Optional prepaid top-ups cost $60 for 100 AI call minutes or $25 for 500 SMS segments. No automatic top-ups or overage charges. Existing accepted credit agreements retain their original terms.
At the limit, new paid work pauses. Account access, exports and opt-out processing remain available. Credits do not unlock features excluded from your plan.
Stored content covers saved customer records, notes, quote text, appointments, campaign text and manual tasks. Attachments are not included. Usage credits do not increase storage capacity. Connected mailbox and CRM history scans remain marked Preparing until their message and date limits are verified. Already saved records remain available as they age.
Choose Basic or Pro monthly above. No setup fee. Optional managed setup is $199 once. Annual billing is unavailable for new plans. Existing accepted agreements keep their original terms. Business integrations require setup and testing.
Your own workspace · Your own connections
Tell us about your business, connect the accounts you use, and check that your chosen services work. You can leave and continue later.
Sign in to open your saved setup.
Your first new-plan payment is your selected plan only. There is no setup fee. Existing agreements retain their accepted payment steps. Choosing setup preferences here does not authorize additional charges.
Connected for this business
Each included phone service uses this business’s own account and dedicated number. We confirm the plan’s included allowance, authorization and tests before activation.
This saves a setup request. It does not buy a number, start a subscription or send a message.
Only the services you chose
Checks use the saved configuration and results in this workspace. Refresh after completing a step.
Your recorded receptionist number: . Call only after the team confirms routing for this business.
We handle the assisted steps
Save your details, then ask our team to finish any assisted setup.
This saves a request for the service team. Phone provisioning and account permissions may still need assistance. Campaign approval remains a separate step.
After your audit
These counts cover records already imported into this workspace. They do not measure every record in your CRM or mailbox. Review the scope and expected monthly workload before calculating.
Prices are in US dollars before tax. Monthly allowances reset each billing month with no rollover. Extra work requires a separate accepted scope; there are no automatic overage charges. Existing accepted agreements keep their terms. The team reconciles any setup fee already paid before requesting additional payment. Choosing an option does not start billing, phone service or outreach.
After choosing your service
Payment is awaiting the team's review and connection.
Monthly limits reset each billing month with no rollover. Extra work requires a separate accepted scope. There are no automatic overage charges or top-ups. Phone service, outreach and other channels are activated separately after their checks.
A saved approval is not a verified payment. Your service and channels remain subject to their separate activation checks.
Service administrator
Record a separate commercial review of the selected customer’s prices, credit and limits. This does not charge the customer or activate service.
Service administrator
Follow each customer’s business setup and prepare the services they chose. Check payments and invitations before creating an account manually.
Manual account setupAvailable only after the selected services pass their checks. This records the handoff; it does not start billing or outreach.
Service administrator
Check the saved connection before completing monthly billing setup. This does not charge customers.
For an existing accepted legacy setup agreement, a verified $200 setup payment is required before the customer’s private workspace is prepared. When automatic setup is paused, the team verifies payment and issues access manually. Monthly monitoring requires separate authorization. Email-provider acceptance does not confirm inbox delivery or customer sign-in.
Choose services, connect your accounts, and see what our team is preparing.
Workspace readiness
Account access
Controlled provisioning