Getting Started
New to Local Business Pro? Start here for setup guides and essential tutorials.
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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.
All Articles(76)
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.
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