Getting Started

New to Local Business Pro? Start here for setup guides and essential tutorials.

All Articles(76)

How-To

Inviting Team Members

Learn how to add users, assign roles, and manage permissions for your team.

Beginner6 min read
Troubleshooting

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.

Beginner4 min read
How-To

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.

Beginner6 min read
Troubleshooting

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.

Beginner4 min read
How-To

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.

Beginner5 min read
How-To

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.

Beginner5 min read
Troubleshooting

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.

Beginner4 min read
How-To

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.

Beginner5 min read
How-To

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.

Intermediate6 min read
Concept

How Timezone Settings Affect Scheduling and AI Responses

Understand how timezone configuration in Local Business Pro affects appointment scheduling and AI-quoted times.

Beginner4 min read
How-To

How to Update Business Details for Rebranding

Update your business name, logo, and branding across Local Business Pro when your company rebrands.

Intermediate5 min read
Troubleshooting

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.

Beginner4 min read
Concept

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.

Beginner5 min read
Troubleshooting

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.

Beginner3 min read
How-To

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.

Intermediate5 min read
How-To

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.

Beginner4 min read
How-To

How to Use Date Range Filters Effectively

Use date range filters on the Local Business Pro dashboard to analyze performance over specific time periods.

Beginner3 min read
Troubleshooting

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.

Intermediate5 min read
How-To

How to Track Appointment Booking Conversion Rates

Calculate and track your AI receptionist's appointment booking conversion rate using Local Business Pro dashboard metrics.

Beginner4 min read
How-To

How to Export Dashboard Data for Reports

Export analytics data from Local Business Pro dashboard for external reporting, presentations, or accounting purposes.

Beginner3 min read
How-To

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.

Beginner4 min read
How-To

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.

Beginner2 min read
How-To

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.

Beginner3 min read
How-To

How to Troubleshoot Issues with Bizzy's Help

Use Bizzy to diagnose and solve problems in Local Business Pro. Get troubleshooting guidance instantly.

Beginner3 min read
Concept

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.

Beginner3 min read
How-To

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.

Beginner2 min read
How-To

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.

Beginner3 min read
Troubleshooting

Bizzy Not Responding - How to Fix

Troubleshoot when Bizzy isn't responding in Local Business Pro. Fix chat issues and connection problems.

Beginner2 min read
How-To

Using Bizzy for New User Onboarding

Let Bizzy guide you through setting up Local Business Pro as a new user. Get personalized onboarding help.

Beginner3 min read
How-To

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.

Beginner1 min read
Concept

What Bizzy Can and Cannot Do

Understand Bizzy's capabilities and limitations in Local Business Pro. Know what to expect from AI support.

Beginner3 min read
Concept

Understanding the Contact-Centric Architecture

Learn how Local Business Pro connects all customer data through contacts. Every feature links back to the customer.

Beginner4 min read
Concept

The Complete Business Workflow in Local Business Pro

Understand how a customer interaction flows from first call to paid invoice. The complete automation journey.

Beginner4 min read
Concept

How Offerings Power Your Entire Business

Understand how offerings configure AI conversations, estimates, scheduling, and invoices in Local Business Pro.

Intermediate4 min read
Concept

How Custom Objects Flow Through Your Workflow

Learn how custom records (vehicles, properties, equipment) attach to jobs and estimates in Local Business Pro.

Intermediate4 min read
Concept

How AI Extraction Feeds Your Entire System

Understand how AI automatically extracts and populates data from conversations into Local Business Pro.

Intermediate4 min read
Concept

How Estimates, Jobs, and Invoices Connect

Understand the relationship between estimates, jobs, and invoices in Local Business Pro. Data flows forward.

Beginner3 min read
Concept

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.

Beginner5 min read
Concept

How Data Propagates Through the System

Understand how updates flow through Local Business Pro. Change once, update everywhere.

Intermediate3 min read
Concept

Key Takeaways: How Local Business Pro Works

The most important concepts about how Local Business Pro works as an integrated system. Quick reference guide.

Beginner3 min read
Reference

Entity Relationships Guide: Contacts, Jobs, Invoices

Reference guide for how all entities relate to each other in Local Business Pro. Understand the data model.

Intermediate3 min read
Concept

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.

Beginner4 min read
How-To

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.

Beginner5 min read
Reference

Help Center Documentation Categories Guide

Navigate the Local Business Pro help center. Understand what each documentation category covers.

Beginner3 min read
Concept

Communication Hub: Inbox, Calls, and Messages

Overview of communication features in Local Business Pro. Manage all customer conversations in one place.

Beginner3 min read
Concept

Business Operations: Estimates, Jobs, and Invoices

Overview of business operations features in Local Business Pro. Manage quotes, work orders, and billing.

Beginner3 min read
Concept

AI Configuration: Receptionist, Offerings, and Automations

Overview of AI configuration features in Local Business Pro. Set up your AI receptionist and automation.

Beginner3 min read
Concept

Account Settings: Team, Billing, and Notifications

Overview of account management features in Local Business Pro. Manage team, subscription, and notifications.

Beginner3 min read
Reference

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.

Beginner3 min read
Reference

Understanding Help Article Structure

How Local Business Pro help articles are organized. What to expect in each section of documentation.

Beginner2 min read
Reference

Navigating the Local Business Pro Platform

Learn how to navigate Local Business Pro. Find features, understand the menu structure, and work efficiently.

Beginner3 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Beginner10 min read
How-To

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.

Intermediate12 min read
How-To

Building Custom Reports with Dashboard Analytics

Use dashboard analytics to create custom business reports in Local Business Pro.

Intermediate8 min read

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