IMPULSO Help
Help Center
Find clear answers for setting up IMPULSO and keeping your business moving.
148 articles found
Getting started
8- How to sign inSign in to IMPULSO with your email and password, use Google if your account is connected, switch the page language, and find the options to recover access.Read article
- How to recover your passwordUse your email to request a recovery link and create a new password when you cannot sign in to IMPULSO.Read article
- What to do if you cannot sign inCheck the most common reasons IMPULSO may not let you in and follow the right path to recover access without creating a duplicate account.Read article
- What to do if an invitation expiredIf the team invitation link does not open, is missing information, or no longer works, ask for a new invitation before creating another account.Read article
- How to change or reset your passwordCreate a new password from the most recent recovery email, then sign back in to IMPULSO with your email.Read article
- How to create your accountStart your free trial, choose how you will sign in to IMPULSO, and get ready to manage your business from the app.Read article
- How to verify your emailConfirm your email after creating an account so you can activate access and continue setting up IMPULSO.Read article
- First steps after signing upFollow the right order after creating your account: confirm your email, sign back in, and continue with the first setup step IMPULSO shows.Read article
Onboarding
3- Complete onboarding and enter IMPULSOChoose your industry and team size, finish setup, and land on your dashboard.Read article
- Set up your business for the first timeAdd your business name, contact details, and basic company information so IMPULSO can prepare your workspace.Read article
- First steps: complete onboardingFollow the first setup steps to create your workspace, choose your industry, and reach the dashboard.Read article
Navigation
4- How to open IMPULSO AIUse the IMPULSO AI button in the top bar to open the assistant, review conversations, and prepare actions without leaving the screen where you are working.Read article
- How to change languageSwitch the IMPULSO interface between English and Spanish from the language shortcut at the bottom of the sidebar.Read article
- How to use search and notificationsUse the top search box to find customers, jobs, quotes, and invoices, and review notifications without leaving your current screen.Read article
- IMPULSO navigation mapRead article
Dashboard
3- How to read the dashboardUse the dashboard to review sales, collections, active jobs, and today's agenda from one screen.Read article
- How to prioritize pending jobs, payments, and follow-upsUse the dashboard to decide what to handle first when work is overdue, visits are due today, or invoices need collection.Read article
- What dashboard alerts meanUnderstand collection, job, agenda, and pending alerts so you can act without guessing.Read article
Customers
10- How to edit a customerUpdate a customer's name, phone, email, address, source, and internal notes so jobs, quotes, and invoices use the right information.Read article
- How to convert a lead into a customerTurn a valid My Page request into a customer profile so you can create quotes, jobs, and follow-ups.Read article
- How to create a customerAdd a new customer with contact details, address, source, and internal notes so you can use that customer later on jobs, quotes, invoices, and follow-ups.Read article
- How to manage properties and the primary addressAdd, review, and edit a customer's addresses so your team uses the right property on jobs, quotes, invoices, and follow-ups.Read article
- How to create and manage customersUse the Customers list to create records, search customers, review companies, filter by status, and sort work that needs follow-up.Read article
- How to avoid duplicate customersSearch before creating a customer and compare name, phone, email, and address so roofing, HVAC, painting, and other jobs stay tied to the right record.Read article
- How to read a customer detail pageReview a customer profile to understand properties, contact details, open activity, open quotes, and recent payments before choosing the next action.Read article
- How to prepare a customer CSV filePrepare your customer list with the right columns so you can review it in IMPULSO before importing it.Read article
- How to use customer tagsRead article
- How to view a customer's historyReview closed jobs, invoices, quotes, and completed follow-ups from the customer's Activity card.Read article
Quotes
11- How to create and send a quoteCreate a professional quote, add services, tax, and internal notes, review the financial summary, and prepare the email send for your customer.Read article
- How to add services, tax, and discountsAdd service lines to a quote, review quantities and prices, apply tax when needed, and confirm subtotal, discount, tax, and total before saving.Read article
- How to turn an acceptance into a jobWhen a quote has been accepted, review the related job and continue the work from Jobs.Read article
- How to convert an accepted quote into a jobUse the converted quote as the history for scope, price, invoice, and related job.Read article
- How to create a quoteCreate a quote draft with the customer, service type, line items, tax, and financial summary before sending it to the customer.Read article
- How to edit a quoteUpdate quote title, customer, services, tax, deposit, and notes before saving changes.Read article
- How to send or resend a quoteReview the draft, open the email send option, and confirm the recipient and message before sending it to the customer.Read article
- How to customize a quote messageAdjust the email subject and message so the customer understands what work was quoted, what to review, and what to do next.Read article
- How to review a quoteReview status, services, total, related payments, and next actions before sending, editing, or converting a quote.Read article
- What happens if I edit a sent quoteReview which options remain available after a quote was sent, accepted, or converted into a job.Read article
- What quote statuses meanUse quote statuses to tell whether a quote is drafted, sent, viewed, accepted, rejected, expired, or converted.Read article
Jobs
13- How to manage jobsUse the Jobs list to see active jobs, late jobs, and jobs that need an invoice.Read article
- How to assign team members to a jobUse the Assigned to section to choose who will work on the job before saving or editing it.Read article
- How to create an invoice from a jobUse the job detail page to confirm services, quote history, and invoice status before preparing the invoice.Read article
- How to create invoices from jobsTurn billable jobs into invoices while keeping the customer history connected.Read article
- How to create a jobCreate a direct job when it does not come from an accepted quote, then set customer, services, dates, and team.Read article
- How to create a job from an accepted quoteReview the job created from an accepted quote and keep services, amount, and history connected.Read article
- How to edit a jobEdit dates, notes, and allowed job details without breaking related visits, quotes, or invoices.Read article
- How to invoice a completed jobConfirm the job is ready to bill and use the related invoice to follow up.Read article
- How to read a job detail pageRead status, dates, visits, services, location, customer, and linked quote from the job detail page.Read article
- How to manage quote-linked jobsIdentify when a job already comes from a quote and avoid duplicating services or documents.Read article
- Why some services are locked on jobs from quotesUnderstand why services on a quote-linked job stay tied to the original quote.Read article
- What job statuses meanUnderstand the statuses and summary cards that appear in the Jobs list.Read article
- Direct job vs job from quoteDecide when to use a direct job and when to work from an accepted quote.Read article
Calendar and visits
6- How to assign field team visitsCreate a visit for an existing job, assign the right field team member, and leave clear instructions before creating it.Read article
- How to create a visitSchedule a site visit for an existing job, set the date and time, leave team instructions, and review everything before creating it.Read article
- How to edit or cancel a visitOpen a visit from the calendar, review its details, update team or notes, and understand which actions change the visit status.Read article
- How to mark a visit as completedStart a visit from the calendar, confirm that it is in progress, and mark it completed when the crew finishes the work.Read article
- How to use the calendarReview visits by date, switch views, filter by team or type, open quick details, and use status colors to decide the next step.Read article
- Difference between a visit, job, and reminderUnderstand when to use a job, a visit, or a follow-up so the service, schedule, billing, and next customer touch stay organized.Read article
Follow-ups
5- How to connect follow-ups to customers, jobs, quotes, and invoicesCreate a follow-up for a customer and, when needed, link it to a quote, job, invoice, or visit so your team knows exactly what to review.Read article
- How to complete or reschedule remindersReview pending follow-ups, open the right reminder, and use Complete or Postpone only when you want to update the team's next step.Read article
- How to create a follow-upCreate a reminder to call or email a customer on a specific date, with clear notes so your team knows the next step.Read article
- How to edit or complete a follow-upReview the customer context, adjust the date or notes when needed, and mark the follow-up complete only after the work is done.Read article
- How to use follow-upsUse Follow-ups to track pending calls, emails, and reviews by customer, understand what is overdue, and keep the next step clear for the team.Read article
Invoices and payments
13- How to add tax, discounts, and notesAdd a discount, tax, and internal notes to an invoice before saving or sending it.Read article
- How to create an invoiceCreate an invoice to bill for a service, review the total, and leave it ready as a draft before sending it to the customer.Read article
- How to create and send invoicesCreate an invoice, review it as a draft, and prepare the email before sending it to the customer.Read article
- How to edit an invoiceOpen an invoice for editing, review fields, services, and total, and save changes only when you are sure.Read article
- How to send an invoicePrepare an invoice email, review the message, and send it only when the customer and total are correct.Read article
- How to read payment historyConfirm when a payment was recorded, which method was used, and whether the invoice still has a balance due.Read article
- How to customize invoice messagesEdit the subject and body of an invoice email before sending it to the customer.Read article
- How to record one manual paymentRecord money already received by cash, check, ACH, or another method without starting a new charge.Read article
- How to review an invoiceRead an invoice detail page to understand total, amount paid, balance due, and the next step.Read article
- Direct invoice vs invoice from a jobChoose whether to create a standalone invoice or an invoice connected to the job and original quote.Read article
- What happens if I edit a sent or paid invoiceUnderstand what changes once an invoice was sent or paid, and when to create a correction instead.Read article
- What invoice statuses meanUnderstand invoice statuses and summary tiles so you know what to collect, review, or close.Read article
- How to use quotes and invoices without online paymentsSend documents, explain how customers should pay outside IMPULSO, and keep balances correct when online payments are not active.Read article
Finances
9- How to understand profitabilityReview net revenue, expenses, labor, net profit, and margin by job.Read article
- How expenses and hours affect profitUnderstand how recorded expenses and team hours change profit by job.Read article
- How to read FinancesRead the overview for expenses, profitability, sales tax, team hours, top customers, and jobs that need attention.Read article
- Difference between collected, invoiced, pending, expense, and profitSeparate the main finance terms so you can read reports without mixing revenue, collections, expenses, and profit.Read article
- How to create an expenseRecord vendor, amount, related job, category, date, and description before saving an expense.Read article
- How to export financial dataGenerate a CPA report with expenses, deductions, and vendor-level detail without changing your records.Read article
- How to read top customersUse Top customers to identify which customers generate more revenue and margin in the period.Read article
- How to organize expenses by categoryUse categories to separate materials, gas, tools, insurance, subcontractors, and other costs.Read article
- How to record expensesRecord expenses from Finances and confirm they appear in the correct period list.Read article
My Page and leads
15- How to share your page linkRead article
- How to configure My PageConfigure domain, SEO, QR, business details, logo, and colors without changing the page until you save.Read article
- How to create My PageUnderstand the initial flow for creating your website with data pre-filled from your profile.Read article
- How to create your public pageCreate the foundation for a public page and review how it will look to customers.Read article
- How to edit My PageEdit content from the editor and review status, preview, and controls before saving changes.Read article
- How to choose and share your public linkRead article
- How the public lead form worksReview what a visitor sees when requesting an estimate and which details the form asks for.Read article
- How to preview before publishingUse the editor preview to review hero, navigation, and CTA before publishing or saving changes.Read article
- How to preview My PageOpen the page from Settings or the hub to review the public version.Read article
- How to receive leads from My PageUnderstand the path from the public page to the leads inbox.Read article
- How to review My Page leadsReview requests from your page, prioritize new leads, and separate leads that need verification.Read article
- How to use AI to write My Page contentUse the editor to review content, regenerate copy when you want a rewrite, and save only when the page is ready for customers.Read article
- Privacy and terms for public pagesReview the public privacy and terms pages that support the lead form.Read article
- What a customer sees on My PageSee the customer experience: hero, services, CTA, and estimate form.Read article
- How to connect your custom domain to My PageConnect a domain like bluepinepainting.com to your public IMPULSO site, copy the records shown on the screen, and check when the domain is active.Read article
Document customization
3- How to change logo, colors, and fontsAdjust the look of quotes and invoices so they match your business.Read article
- How to edit default terms and notesPrepare default messages for invoices and quotes without writing them from scratch each time.Read article
- How to customize quotes and invoicesUse Documents to control templates, colors, fonts, messages, and previews for your documents.Read article
Team
4- How employee hours workUnderstand logged time, time on jobs, and approved totals before reviewing the week.Read article
- How to invite a team memberAdd a team member from Team, choose their role, and send the invitation only when the details are correct.Read article
- How to review team hoursReview the week, find people with pending items, and confirm totals before approving hours.Read article
- What each role can doUse Team to identify roles, statuses, and filters before deciding who should have owner, admin, or member access.Read article
Field team
7- How to update a visit from the fieldOpen an assigned visit, track the work in progress, add the work summary, and finish the visit when the service is complete.Read article
- How to use Field TodayUse Field Today to review your shift, current activity, and visits assigned for the day.Read article
- How to view assigned jobs in the fieldReview Field > Jobs to see assigned visits for this week and the next 7 days.Read article
- Field member limitationsA field member is meant to review their shift, activity, and assigned jobs, while administrative changes are handled from an Owner/Admin account.Read article
- Why a member does not see jobsWhen Field > Jobs is empty, check the visible period, assignment, and scheduled visit before creating duplicate work.Read article
- What a field member can seeField mode keeps the daily shift, current activity, and assigned jobs together so the crew can review the day without using office modules.Read article
- How to use the field profileUse Profile to review photo, personal information, security, and language without changing shifts or assigned jobs.Read article
Settings
14- How to connect integrationsReview the Integrations status and understand what to do when IMPULSO does not show connectable services during the beta launch.Read article
- How to configure company detailsUpdate name, contact details, address, tax, payment terms, and business hours before using them on documents and reminders.Read article
- How to set up online paymentsReview Impulso Payments, confirm Stripe is connected, and decide whether customers can pay by card or ACH.Read article
- How to edit reminder templatesEdit instructions, timing, and variables in an automation before saving changes that will create follow-ups for the team.Read article
- How automations workUse Automations to create follow-ups automatically when events such as a sent quote happen.Read article
- How to use SettingsUse Settings to manage company details, business profile, services, team, automations, and payments from one place.Read article
- Why you do not see the pay buttonRead article
- Why an integration may be unavailableRead article
- What depends on Stripe/Impulso PaymentsUnderstand which collection features use Impulso Payments and what to review before sending invoices with online payment.Read article
- What information appears on quotes and invoicesUnderstand which business details feed customer documents and what to review before sending a quote or invoice.Read article
- What each role sees in settingsUse Settings and Team to review which role should manage company details, services, team access, automations, and payments.Read article
- How to complete the business profileComplete business type, description, service areas, brand, and social profiles so IMPULSO has the right company context.Read article
- How to create reusable servicesCreate services or products that you can add faster to quotes, jobs, and invoices.Read article
- How to use services in quotes and invoicesLearn how saved services help fill quote and invoice line items with consistent names.Read article
Notifications
3- How to check notifications from the top barUse the IMPULSO bell to review recent updates about visits, quotes, and invoices without leaving the screen where you are working.Read article
- How to use notificationsReview work, sales, payment, and account alerts from the notification center without opening records or clearing unread items by accident.Read article
- What types of notifications existLearn how to recognize visit, quote, invoice, and schedule alerts so you can decide what to review first.Read article
IMPULSO AI
6- How to approve or reject AI actionsReview an action prepared by IMPULSO AI, adjust the message if needed, and decide whether it should be sent or discarded.Read article
- How to configure IMPULSO AIDefine how you want IMPULSO AI to understand your business, respond, and prepare drafts for review.Read article
- How to use IMPULSO AIUse the IMPULSO AI panel to ask about customers, invoices, jobs, and visits, or to prepare messages before reviewing them.Read article
- IMPULSO AI limitsUnderstand that IMPULSO AI helps review information and prepare messages, while final business decisions stay under your review.Read article
- Which AI actions require approvalDefine rules so IMPULSO AI asks for approval before sending messages, offering discounts, or making sensitive decisions.Read article
- What AI can and cannot do automaticallySeparate what AI can help prepare from what needs your review before it affects customers, payments, or messages.Read article
Recycle bin
3- How to restore items from the Recycle BinUse the Recycle Bin to review deleted items and restore them before permanent deletion.Read article
- Why I cannot delete an itemUnderstand why some items should not be deleted immediately and what to review before permanent deletion.Read article
- What can and cannot be recoveredSeparate restorable items, items close to expiration, and records retained for fiscal reasons.Read article
System states
2- Why I do not see a screen or actionA screen or button may not appear because setup is missing, there are no records for that period, the current status does not allow the action, or an owner/admin needs to review it.Read article
- How to fix missing configurationLearn how to check whether an option is unavailable, already configured, or needs a setting before you continue.Read article
Account
1Support
2- How to contact supportSend a request to the IMPULSO team from the Help menu, explain what you were trying to do, and avoid delays caused by incomplete messages.Read article
- What to include in a support requestWrite clear support requests so the IMPULSO team understands the issue, finds the right context, and can respond with fewer follow-up questions.Read article