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Overview

Guides

    • All in Getting…
    • How LeadLock AI Works
    • Find your way around the CRM
    • Set up with AI: Do It For Me, website setup, and Guided Setup
    • Getting Your First Lead
    • Complete Setup Guide (5 Steps)
    • Understanding AI in LeadLock
    • What is LeadLock AI?
    • Set up your first smart line
    • Connect storage with the R2 wizard
    • Services and Booking settings
    • All in Ava,…
    • Meet Ava, your AI receptionist
    • Control when Ava answers: AI on or off, business hours, after hours
    • Call from the CRM with the softphone
    • After your business number is live — finish call setup
    • What is the AI Receptionist?
    • Using AI Line Profiles (Separate Business Lines)
    • How Call Forwarding Works
    • How to Set Up Call Forwarding (Step-by-Step)
    • How AI Answers Calls and Captures Leads
    • How to Enable Missed Call Text-Back
    • How to Test Your AI Receptionist
    • How AI Booking Works
    • What is the AI Voice Website Agent?
    • Voice Widget Fallbacks: Mic, Text, and Speaker Controls
    • How Calling Works
    • How AI Receptionist Works
    • All in Nexus…
    • What is Nexus?
    • Nexus approvals and autonomy levels
    • Nexus credits: warnings, robotic voice, and turning Nexus off
    • All in CRM…
    • Workspace layout: panels, focus, and saved layout
    • How Leads Are Created
    • Understanding the Lead Timeline
    • How AI Summarizes Leads
    • How to Manage Your Pipeline
    • How Voice Widget Transcripts Sync to CRM
    • How Leads Turn Into Customers
    • Forms & Lead Capture
    • Teams, roles & permissions
    • Leads vs Contacts (and where Deals fit)
    • Pipeline stages (service businesses)
    • All in Dispatch…
    • Booking: services, hours, and the Calendar
    • Dispatch board and Control Tower
    • Dispatch, mobile crews & customer notifications
    • Control Tower and Ops Brain explained
    • All in Technician…
    • Get your techs on the Tech App
    • Complete a job in the Tech App
    • Technician app field workflow
    • Technician app and On My Way updates
    • All in Team,…
    • Payroll and pay periods
    • Commission rules
    • Crew chat and Direct Messages
    • All in Payments…
    • Your money screens: quotes, invoices, payments, and the Finance hub
    • What is the Operations Plan?
    • How AI Voice Usage Affects Billing
    • Understanding Plans and Features
    • What Each Plan Includes
    • How to Upgrade
    • What Happens When You Hit Limits
    • How Billing Works
    • How Credits Work
    • Call minutes vs Credits
    • All in Media…
    • Media Library, uploads, and storage limits
    • All in Automations…
    • How AI SMS Works
    • SMS consent, blocking, and opt-out (STOP / HELP)
    • How to Enable SMS Automation
    • How Missed Call Text-Back Works
    • How to Customize SMS Replies
    • What Automations Do
    • How to Set Up Follow-Up Sequences
    • How to Stop Automation on Reply
    • All in Integrations…
    • Connecting Twilio (Phone + SMS)
    • Connecting Stripe (Billing)
    • Using Webhooks (Make / Zapier)
    • Connecting Your Website Chat Widget
    • How to Install the AI Voice Website Widget
    • How to fix integration issues
    • All in Demos…
    • Live demos & snapshots
    • All in Privacy…
    • Acceptable use: calling & AI
    • Privacy, security, and trust
    • All in Terms…
    • Terms, acceptable use, and compliance
    • All in Troubleshooting…
    • Troubleshooting: AI Voice Website Widget Not Responding
    • Why is my AI not responding?
    • Why are calls not being answered?
    • Why am I not receiving SMS?
    • Why was my call blocked?
    • Troubleshooting: notifications, calls, usage & billing
    • Troubleshooting and bug reports

More

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Help Center/Team, Payroll & Chat

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.

Read guide →

Commission rules

Create commission rules once and LeadLock calculates what each person earned from their jobs.

Read guide →

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.

Read guide →

Quick actions

  • CRM settings →
  • AI Receptionist →
  • Integrations →
  • Lead capture →

In this topic

  • Payroll →
  • Commissions →
  • Crew chat →

In this category

  • Payroll and pay periods
  • Commission rules
  • Crew chat and Direct Messages

Need help?

Our team can help with setup, billing, and technical issues.

Contact supportReport a bug

Quick actions

  • CRM settings →
  • AI Receptionist →
  • Integrations →
  • Lead capture →

In this topic

  • Payroll →
  • Commissions →
  • Crew chat →

In this category

  • Payroll and pay periods
  • Commission rules
  • Crew chat and Direct Messages

Need help?

Our team can help with setup, billing, and technical issues.

Contact supportReport a bug

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