Getting Started

Navigating the Local Business Pro Platform

Learn how to navigate Local Business Pro efficiently.

beginner 3 min read navigation menu platform guide

Quick Answer: Use the left sidebar menu to navigate between sections. Main areas include Dashboard, Conversations, Contacts, Calendar, Operations, AI Logic, Connect, Settings, and Account.

Main Menu Sections

  • Dashboard - Business overview and metrics
  • Conversations - AI calls, inbox, voicemail
  • Contacts - Customer management
  • Calendar - Scheduling and appointments
  • Operations - Estimates, jobs, invoices
  • AI Logic - Receptionist and offerings
  • Connect - Phone, SMS, chat setup
  • Settings - Business configuration
  • Account - Billing, team, profile

Frequently Asked Questions

Q: Is there a search function?
A: Yes, use global search to find contacts, jobs, and more.