Frequently Asked Questions

After booking your strategy call and selecting a plan, we send you a welcome email with a link to set up your account. You will choose a password, confirm your business details, and connect your phone number. The entire process takes less than five minutes, and our team walks you through every step during onboarding.

Yes. On the Growth and Scale plans you can invite additional team members from your account settings. Each team member gets their own login, notification preferences, and permission level. The Starter plan supports one user, the Growth plan supports up to three users, and the Scale plan offers unlimited team seats.

You can upgrade or downgrade your plan at any time from the Billing section in your account settings. Upgrades take effect immediately and you are charged a prorated amount for the remainder of your billing cycle. Downgrades take effect at the start of your next billing period so you keep full access until then.

Absolutely. Every new account starts with a 14-day free trial that includes full access to all features on your selected plan. No credit card is required to start. Near the end of your trial you will receive a reminder, and you can choose to subscribe or cancel with no obligation.

We accept all major credit and debit cards including Visa, Mastercard, American Express, and Discover. Payments are processed securely through Stripe. For annual plans, we can also accommodate ACH bank transfers. All transactions are encrypted and PCI-compliant.

Your first charge occurs at the end of your 14-day free trial. After that, you are billed on the same date each month or year depending on your billing cycle. You will receive an invoice via email before each charge. You can view your full billing history in your account settings at any time.

Yes. There are no long-term contracts or cancellation fees. You can cancel your subscription at any time from your account settings. When you cancel, you retain full access to all features until the end of your current billing period. Your data is preserved for 30 days after cancellation in case you decide to return.

If you are not satisfied within the first 30 days of your paid subscription, we offer a full refund - no questions asked. After 30 days, we do not issue partial refunds, but you can cancel at any time and your access continues through the end of your billing period. Contact our support team to request a refund.

When a customer calls your business number and the call goes unanswered, our system automatically sends a personalized text message to the caller within seconds. The message lets them know you received their call and gives them an easy way to respond via text. You get a notification so you can follow up when you are available. This keeps leads warm instead of losing them to a competitor.

After you mark a job as complete, our system waits a configurable period (typically 1-2 hours) and then sends your customer a friendly review request via SMS or email. If they do not respond, a follow-up reminder is sent a few days later. You choose which review platform to direct them to - Google, Yelp, Facebook, or others. The entire process runs automatically so you never forget to ask for a review.

Yes. Every automated message, including missed call texts, review requests, and follow-up sequences, is fully customizable. You can edit the wording, add your business name, adjust timing, and personalize messages with dynamic fields like the customer's first name. During onboarding we help you craft messages that match your brand voice.

You can import contacts using a CSV file from your account settings. We provide a downloadable template with the required fields: first name, last name, phone number, and email. Optional fields include address, job type, and notes. Our system automatically detects and handles duplicates so you do not end up with repeated entries. If you need help formatting your data, our support team is happy to assist.

Local Service Stack integrates with popular tools contractors already use, including Google Calendar, QuickBooks, Stripe, and Zapier for connecting to thousands of other apps. Our Twilio-powered phone system works alongside your existing business phone number. If you have a specific integration need, reach out and we will let you know what is possible.

First, verify that your phone number is properly connected and verified in your account settings. Check that you have not exceeded your monthly SMS limit for your plan. Some messages may be filtered by carriers if they contain certain keywords - try simplifying your message. Also confirm that the recipient has not opted out of receiving texts. If the issue persists, visit our troubleshooting page or contact support.

Make sure your notification preferences are enabled in your account settings for both email and SMS alerts. Verify that your business phone number is properly connected to our system and that the Twilio integration is active. Also check your business hours settings - missed call text-back only triggers during your configured hours. If everything looks correct, contact our support team and we will investigate.

Click the 'Forgot Password' link on the login page and enter the email address associated with your account. You will receive a password reset link within a few minutes. The link expires after 24 hours. If you do not receive the email, check your spam folder. If you still have trouble, contact support and we can manually trigger a reset for you.