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Setup guides

Your Monday recap

A weekly email that tells you what happened and what needs you.

The Monday recap is an email on Starter and up. It covers the last full Monday to Sunday week.

  • Calls by outcome and the follow-ups still waiting for you.
  • An estimate of booked work from the average job value you entered (Starter and up). It is labeled an estimate.
  • Questions the receptionist could not settle that week, most-asked first, so you can teach it the answer (Growth and up). It does not write answers for you.
  • A link to sign in to your dashboard.

It goes to the first alert address in Setup. If it does not arrive, see email alerts missing.

More: all setup guides · contact support.

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