Getting Started | Local Business Pro

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Your First Login: Getting Started: A step-by-step walkthrough of logging in for the first time and getting oriented with Local Business Pro.
Understanding Your Dashboard: Learn what each section of your dashboard shows and how to use it to monitor your business at a glance.
Quick Start Guide: Launching Your AI Receptionist: Get your AI Voice Receptionist up and running fast. This guide covers the essential setup areas for a successful launch.
Inviting Team Members: Learn how to add users, assign roles, and manage permissions for your team.
AI Giving Wrong Business Hours? Check Business Details Settings: Fix incorrect business hours being quoted by your AI receptionist by updating your Business Details in Local Business Pro.
How to Set Up Your Complete Business Profile: Complete your business profile in Local Business Pro with logo, contact info, address, service area, and business hours.
Logo Not Appearing on Documents? Upload Requirements: Fix missing logos on estimates and invoices by checking upload requirements and file format in Local Business Pro.
Step-by-Step Guide: Configuring Business Hours Correctly: Set up your business hours in Local Business Pro so your AI receptionist and scheduling work correctly.
How to Define Your Service Area for AI Lead Qualification: Set up your service area in Local Business Pro so your AI can tell customers whether you serve their location.
Brand Colors Not Applying? Cache and Save Troubleshooting: Fix brand colors not showing on documents by clearing cache and verifying save in Local Business Pro.
Best Practices for Business Branding in Local Business Pro: Create a consistent, professional brand presence across your AI, documents, and customer communications in Local Business Pro.
How to Set Up 24/7 Emergency Availability Correctly: Configure your Local Business Pro account for around-the-clock emergency service availability with proper AI handling.
How Timezone Settings Affect Scheduling and AI Responses: Understand how timezone configuration in Local Business Pro affects appointment scheduling and AI-quoted times.
How to Update Business Details for Rebranding: Update your business name, logo, and branding across Local Business Pro when your company rebrands.
Dashboard Data Not Loading - How to Fix: Fix dashboard loading issues in Local Business Pro when charts and metrics don't display or show spinning indicators.
Understanding Key Dashboard Metrics in Local Business Pro: Learn what each dashboard metric means in Local Business Pro including Total Conversations, Appointments Booked, Support Required, and Hot Leads.
Peak Call Time Chart Showing Wrong Data? Timezone Fix: Fix incorrect Peak Call Time data in Local Business Pro dashboard when call times don't match your business hours.
Step-by-Step: Creating Custom Dashboard Charts: Create custom charts on your Local Business Pro dashboard to track specific metrics that matter to your business.
How to Analyze Service Demand with Dashboard Analytics: Use the Appointment by Offering chart in Local Business Pro to understand which services customers book most often.
How to Use Date Range Filters Effectively: Use date range filters on the Local Business Pro dashboard to analyze performance over specific time periods.
Why Is My Support Required Count High? Investigate AI Issues: Diagnose high Support Required counts in Local Business Pro and improve your AI configuration to handle more calls independently.
How to Track Appointment Booking Conversion Rates: Calculate and track your AI receptionist's appointment booking conversion rate using Local Business Pro dashboard metrics.
How to Export Dashboard Data for Reports: Export analytics data from Local Business Pro dashboard for external reporting, presentations, or accounting purposes.
Best Practices for a Morning Dashboard Check-In: Establish an effective morning routine using the Local Business Pro dashboard to stay on top of your AI receptionist performance.
How to Start a Conversation with Bizzy Bot: Get instant help from Bizzy, the AI support assistant in Local Business Pro. Learn how to access and chat with Bizzy.
How to Ask Bizzy for Help with Features: Get step-by-step guidance on Local Business Pro features from Bizzy. Learn to ask effective questions.
How to Troubleshoot Issues with Bizzy's Help: Use Bizzy to diagnose and solve problems in Local Business Pro. Get troubleshooting guidance instantly.
Bizzy Bot vs Human Support - When to Use Each: Know when to use Bizzy for quick help and when to contact human support in Local Business Pro.
How to Use Bizzy to Find Settings and Features: Can't find a setting in Local Business Pro? Ask Bizzy for navigation help to locate any feature quickly.
How to Learn About New Features from Bizzy: Discover Local Business Pro features you haven't used yet. Ask Bizzy to explain what features do and how to use them.
Bizzy Not Responding - How to Fix: Troubleshoot when Bizzy isn't responding in Local Business Pro. Fix chat issues and connection problems.
Using Bizzy for New User Onboarding: Let Bizzy guide you through setting up Local Business Pro as a new user. Get personalized onboarding help.
How to Close the Bizzy Chat Window: Close the Bizzy chat panel when you're done getting help in Local Business Pro. Simple window management.
What Bizzy Can and Cannot Do: Understand Bizzy's capabilities and limitations in Local Business Pro. Know what to expect from AI support.
Understanding the Contact-Centric Architecture: Learn how Local Business Pro connects all customer data through contacts. Every feature links back to the customer.
The Complete Business Workflow in Local Business Pro: Understand how a customer interaction flows from first call to paid invoice. The complete automation journey.
How Offerings Power Your Entire Business: Understand how offerings configure AI conversations, estimates, scheduling, and invoices in Local Business Pro.
How Custom Objects Flow Through Your Workflow: Learn how custom records (vehicles, properties, equipment) attach to jobs and estimates in Local Business Pro.
How AI Extraction Feeds Your Entire System: Understand how AI automatically extracts and populates data from conversations into Local Business Pro.
How Estimates, Jobs, and Invoices Connect: Understand the relationship between estimates, jobs, and invoices in Local Business Pro. Data flows forward.
Real-World Example: Complete Workflow in Action: See a complete example of how Local Business Pro handles a customer from first call to completed service.
How Data Propagates Through the System: Understand how updates flow through Local Business Pro. Change once, update everywhere.
Key Takeaways: How Local Business Pro Works: The most important concepts about how Local Business Pro works as an integrated system. Quick reference guide.
Entity Relationships Guide: Contacts, Jobs, Invoices: Reference guide for how all entities relate to each other in Local Business Pro. Understand the data model.
What Is Local Business Pro? Complete Platform Overview: Introduction to Local Business Pro, the AI-powered business platform for local service companies. Features and capabilities overview.
Quick Start Guide: Get Up and Running Fast: Essential first steps to get started with Local Business Pro. The fastest path to having your AI receptionist working.
Help Center Documentation Categories Guide: Navigate the Local Business Pro help center. Understand what each documentation category covers.
Communication Hub: Inbox, Calls, and Messages: Overview of communication features in Local Business Pro. Manage all customer conversations in one place.
Business Operations: Estimates, Jobs, and Invoices: Overview of business operations features in Local Business Pro. Manage quotes, work orders, and billing.
AI Configuration: Receptionist, Offerings, and Automations: Overview of AI configuration features in Local Business Pro. Set up your AI receptionist and automation.
Account Settings: Team, Billing, and Notifications: Overview of account management features in Local Business Pro. Manage team, subscription, and notifications.
Getting Help: Support Options in Local Business Pro: All the ways to get help with Local Business Pro. Bizzy Bot, help articles, testing, and human support.
Understanding Help Article Structure: How Local Business Pro help articles are organized. What to expect in each section of documentation.
Navigating the Local Business Pro Platform: Learn how to navigate Local Business Pro. Find features, understand the menu structure, and work efficiently.
Complete Local Business Pro Setup Guide for HVAC Companies: Step-by-step guide to setting up Local Business Pro for HVAC businesses. Configure AI for heating and cooling calls.
Complete Local Business Pro Setup Guide for Plumbing Services: Step-by-step guide to setting up Local Business Pro for plumbers. Handle emergency calls and track service history.
Complete Local Business Pro Setup Guide for Electricians: Step-by-step guide to setting up Local Business Pro for electrical contractors. Handle residential and commercial calls.
Complete Local Business Pro Setup Guide for Pest Control: Step-by-step guide to setting up Local Business Pro for pest control companies. Handle recurring treatments and inspections.
Complete Local Business Pro Setup Guide for Handyman Services: Step-by-step guide to setting up Local Business Pro for handyman businesses. Handle diverse service requests efficiently.
Complete Local Business Pro Setup Guide for Pressure Washing: Step-by-step guide to setting up Local Business Pro for pressure washing businesses. Handle residential and commercial jobs.
Complete Local Business Pro Setup Guide for Solar Installers: Step-by-step guide to setting up Local Business Pro for solar installation companies. Handle consultations and installations.
Complete Local Business Pro Setup Guide for Security Camera Installation: Step-by-step guide to setting up Local Business Pro for security system installers. Handle consultations and installations.
Complete Local Business Pro Setup Guide for Family Entertainment Centers: Step-by-step guide to setting up Local Business Pro for family fun centers. Handle party bookings and group events.
Complete Local Business Pro Setup Guide for Landscaping Companies: Step-by-step guide to setting up Local Business Pro for landscapers. Handle lawn care, design projects, and seasonal work.
Complete Local Business Pro Setup Guide for Auto Repair Shops: Step-by-step guide to setting up Local Business Pro for auto repair shops. Handle vehicle service and tracking.
Complete Local Business Pro Setup Guide for Auto Detailing: Step-by-step guide to setting up Local Business Pro for auto detailing businesses. Handle mobile and shop services.
Complete Local Business Pro Setup Guide for Medical Spas: Step-by-step guide to setting up Local Business Pro for med spas. Handle consultations and treatment bookings.
Complete Local Business Pro Setup Guide for Veterinary Clinics: Step-by-step guide to setting up Local Business Pro for vet clinics. Handle appointments and pet records.
Complete Local Business Pro Setup Guide for Chiropractors: Step-by-step guide to setting up Local Business Pro for chiropractic offices. Handle appointments and care plans.
Complete Local Business Pro Setup Guide for Dental Offices: Step-by-step guide to setting up Local Business Pro for dental practices. Handle appointments and patient care.
Complete Local Business Pro Setup Guide for Cleaning Companies: Step-by-step guide to setting up Local Business Pro for cleaning services. Handle recurring and one-time bookings.
Complete Local Business Pro Setup Guide for Roofing Contractors: Step-by-step guide to setting up Local Business Pro for roofers. Handle inspections, repairs, and replacements.
Complete Local Business Pro Setup Guide for Pool Service Companies: Step-by-step guide to setting up Local Business Pro for pool services. Handle maintenance routes and repairs.
Complete Local Business Pro Setup Guide for Garage Door Services: Step-by-step guide to setting up Local Business Pro for garage door companies. Handle repairs and installations.
Complete Customer Journey: First Call to Paid Invoice: Master the complete customer workflow in Local Business Pro from initial AI call to final payment collection.
Building Custom Reports with Dashboard Analytics: Use dashboard analytics to create custom business reports in Local Business Pro.