CLIENT RESOURCES
Dashboard Training Guide
Learn where everything lives inside your Better Solutions AI dashboard so you can manage leads, messages, appointments, and reports with confidence.
Quick Overview
Get familiar with the four most important areas of your dashboard.
Conversations
Where all your messages, calls, and chats appear in one unified inbox.
Contacts
Where essential customer information and past interactions are safely stored.
Opportunities
Where open leads, active jobs, and pipeline statuses are easily tracked.
Calendars
View scheduled appointments, upcoming jobs, and customer bookings. This is where you manage your daily schedule and confirm upcoming visits.
HOW IT WORKS
Daily Workflow
Master your daily routine with these five essential steps. Managing your communications, updating contacts, and tracking leads through your pipeline is seamless when you follow this sequence.
Video training coming soon — step-by-step walkthroughs will be added to the client onboarding page to guide you through each part of the dashboard.
Daily Habits
Best Practices
Build these essential routines into your daily workflow to maximize the value of your Better Solutions AI dashboard. Consistency is the key to managing leads effectively and keeping your pipeline full.
Check conversations daily
Reply to new leads quickly
Keep contact information updated
Move leads through the pipeline
Review reports weekly
SUPPORT DESK
Need Help Finding Something?
If you get stuck inside your dashboard, submit a support request and we’ll help guide you.