Help Center
How to run your business on LeadLock
Short, step-by-step guides that match the screens in your CRM: Ava, Nexus, booking and dispatch, the Tech App, money and payroll, and setup. Plans & limits. Press Ctrl+K in the CRM to jump to any screen these guides mention.
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How LeadLock AI works
New here? Start with the whole flow from call to paid.
Search the guides
Type a question or a screen name, like “payroll” or “after hours”.
Find your way around the CRM
The sidebar has nine sections grouped by task. Press Ctrl+K (Cmd+K on Mac) to jump to any screen by name.
Set up with AI: Do It For Me, website setup, and Guided Setup
Let LeadLock draft your services, hours, Ava's greeting, and starter automations. You review everything before it goes live.
Signed in? Ask Nexus inside the CRM for answers about your own workspace.
Start here
How LeadLock works
Call, book, dispatch, complete, get paid: the whole flow in two minutes.
Voice
Meet Ava
What your AI receptionist does on a live call and how to control when she answers.
AI ops
What is Nexus?
Ask the CRM questions in plain words and approve the actions it suggests.
Getting Started
Start here: how LeadLock runs a job end to end, finding your way around the CRM, AI-assisted setup, and your first lead.
How LeadLock AI Works
One CRM that runs the whole job: Ava answers and books the call, dispatch assigns a tech, the Tech App closes it out, and invoices and payroll follow. Nexus watches every step.
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Find your way around the CRM
The sidebar has nine sections grouped by task. Press Ctrl+K (Cmd+K on Mac) to jump to any screen by name.
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Set up with AI: Do It For Me, website setup, and Guided Setup
Let LeadLock draft your services, hours, Ava's greeting, and starter automations. You review everything before it goes live.
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Getting Your First Lead
Three fast ways to see a lead appear in your CRM: manual add, hosted form, or webhook.
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Ava, Calls & Softphone
How Ava answers and books calls, when she answers, voices, call forwarding, missed-call text-back, and calling from the CRM.
Meet Ava, your AI receptionist
What Ava does on a live call: greet, understand the job, confirm the address, book an open slot, text a confirmation, and log it all to the lead.
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Control when Ava answers: AI on or off, business hours, after hours
Your settings decide whether Ava answers every call, only after hours, or not at all. Live calls follow them immediately after you save.
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Call from the CRM with the softphone
Make and take calls on your LeadLock number in the browser, with the caller's history on screen and every call logged.
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After your business number is live — finish call setup
Once your LeadLock number shows Live, set AI Receptionist routing, fallback, partner transfer, and a department label — and know what texting approval still means.
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Nexus AI Assistant
What Nexus can do, approval cards and autonomy levels, the activity feed, and credit controls.
What is Nexus?
Nexus is the AI operations assistant built into the CRM. Ask it questions in plain words, see a live feed of what is happening, and approve the actions it suggests.
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Nexus approvals and autonomy levels
Choose how much Nexus may do on its own: Off, Suggest, Assist, or Auto. Risky actions always need your approval.
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Nexus credits: warnings, robotic voice, and turning Nexus off
Nexus warns you before its AI allowance runs out and lets you choose what happens at the limit. Alerts, booking notices, and Ava's phone calls are never affected.
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CRM & Leads
Lead pipeline stages, AI scoring, inbox vs conversations, contact profiles, and deal tracking.
Workspace layout: panels, focus, and saved layout
Resize and collapse CRM sidebars, use focus mode for threads, expand sections on demand, and reset layout—preferences save in your browser.
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How Leads Are Created
Every channel funnels into the same deduplicated lead model.
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Understanding the Lead Timeline
Your audit trail of messages, AI notes, status changes, and follow-ups.
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How AI Summarizes Leads
Automatic summaries shorten long chats and voicemails into at-a-glance context.
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Dispatch & Operations
Booking and the Calendar, the Dispatch board, Control Tower live map, routes, and On My Way tracking.
Booking: services, hours, and the Calendar
Ava, your website, and your office all book into the same Calendar using your services, job lengths, and booking rules.
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Dispatch board and Control Tower
Assign jobs on the Dispatch board, then follow every job and tech on the Control Tower live map.
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Dispatch, mobile crews & customer notifications
How Operations teams run the dispatch queue, assign technicians, capture job proof, and keep customers informed from booking through payment.
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Control Tower and Ops Brain explained
How the operations view, live map, routes, ETA, weather, traffic, and AI recommendations work together.
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Technician App
Inviting techs, Today's jobs, On My Way, checklists, photos, signatures, and collecting payment on site.
Get your techs on the Tech App
Invite techs from Staff Members. They sign in on their phone and see only the jobs assigned to them.
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Complete a job in the Tech App
On My Way, arrive, work the checklist, take before and after photos, get a signature, and collect payment before you leave.
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Technician app field workflow
Clock in, share GPS, update jobs, chat with crew, and upload proof from the field.
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Technician app and On My Way updates
Techs work jobs from the staff app; customers can see an On My Way status page.
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Team, Payroll & Chat
Staff and roles, timesheets, pay periods, commissions, Crew chat, and Direct Messages.
Payroll and pay periods
See estimated payroll, overtime risk, and missing punches, then regenerate, approve, lock, and export each pay period.
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Commission rules
Create commission rules once and LeadLock calculates what each person earned from their jobs.
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Crew chat and Direct Messages
Crew chat is the team-wide channel. Direct Messages (marked with a lock) are private conversations between the people in them.
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Payments & Billing
Quotes, invoices, payments, the Finance hub, your LeadLock plan, usage, credits, and add-ons.
Your money screens: quotes, invoices, payments, and the Finance hub
Sales & money holds everything from the first quote to profit: Quotes, Invoices, Payments, Finance hub, LedgerAI, Expenses, Profit Advisor, and Payment providers.
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What is the Operations Plan?
Operations is LeadLock AI's premium plan for running calls, scheduling, dispatch, field updates, and payments in one workflow.
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How AI Voice Usage Affects Billing
Understand included voice usage, plan caps, and when add-ons apply.
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Understanding Plans and Features
Match plan tiers to how you capture and respond to leads.
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Media & Storage
Uploads, plan limits, Cloudflare R2 connection wizard, and upload troubleshooting.
Automations & AI
AI autopilot, follow-ups, missed call recovery, SMS, recommendations, and safe automation rules.
How AI SMS Works
Inbound SMS becomes leads and threads; AI can draft or send replies within plan rules.
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SMS consent, blocking, and opt-out (STOP / HELP)
How LeadLock records consent, when outbound SMS is allowed, and how recipients opt out or get help.
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How to Enable SMS Automation
Wire campaigns or instant responses so SMS sends on triggers you define.
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How Missed Call Text-Back Works
Voice and SMS together: recover revenue from abandoned rings.
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Integrations
Twilio, Stripe, webhooks (Make / Zapier), the website chat widget, and the voice widget.
Connecting Twilio (Phone + SMS)
Bring your business voice and messaging numbers into LeadLock.
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Connecting Stripe (Billing)
Keep subscription state aligned for feature gating.
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Using Webhooks (Make / Zapier)
Push leads from thousands of tools into LeadLock with a signed POST.
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Connecting Your Website Chat Widget
Embed AI chat that writes leads directly into the CRM.
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Demos & Snapshots
Live demos, snapshots, voice walkthroughs, operations tracking, and behind-the-scenes simulation notes.
Privacy & Security
What data is collected, call/message processing, R2 storage, AI providers, encryption, roles, and trust controls.
Terms & Policies
Terms of Service, acceptable use, AI disclaimers, billing terms, refunds, and Twilio/A2P compliance.
Troubleshooting & Bug Reports
Fix calls, chat, payments, storage, mobile issues, and send bug reports with page/browser context.
Troubleshooting: AI Voice Website Widget Not Responding
Quick checks for microphone input, transcript flow, AI replies, and playback.
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Why is my AI not responding?
Checklist for credits, agent status, and channel config.
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Why are calls not being answered?
Forwarding, Twilio status, and voice toggles.
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Why am I not receiving SMS?
Credentials, numbers, and compliance basics.
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Questions by topic
Common questions grouped by area of the CRM.
CRM Overview
63 questions · detailed guide
Dashboard
62 questions · detailed guide
Leads
86 questions · detailed guide
Pipeline
69 questions · detailed guide
Contacts
64 questions · detailed guide
Tasks
66 questions · detailed guide
Automations
74 questions · detailed guide
AI Features
66 questions · detailed guide
Chat Widget
72 questions · detailed guide
SMS / Twilio
70 questions · detailed guide
Advanced automation (optional)
75 questions · detailed guide
Webhooks
76 questions · detailed guide
Website Lead Capture
72 questions · detailed guide
Appointment Booking
64 questions · detailed guide
Analytics
59 questions · detailed guide
Billing
58 questions · detailed guide
LedgerAI (Finance & Billing)
30 questions · detailed guide
Integrations
61 questions · detailed guide
Demo / Sandbox
56 questions · detailed guide
Troubleshooting
75 questions · detailed guide
Plans, limits & features
30 questions · detailed guide
Dispatch & field operations
14 questions · detailed guide
Advanced Users / Developers
71 questions · detailed guide
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