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New Client Onboarding

Hi There, Welcome to Biz Sites AI!

The team here at Biz Sites AI would like to give you a warm welcome, and a big THANK YOU for choosing us for your website needs!

This is a quick onboarding guide to walk you through the initial setup of your CRM, integrating your calendar, payment processor, and more!

Follow the steps below so you can get your business setup and ready to roll with Biz Sites AI!

Step 1

Account & Team Setup

Goal: Get you and the crew logged in from the field.

  • Download the Mobile App (LeadConnector)

    • Action: Download the LeadConnector app (iOS or Android) and log in with your sub-account credentials.

    • Why it matters: You can check leads, reply to emails, and send invoices directly from a job site without needing a laptop.

  • Complete Business Info & Add Users

    • Action: Go to Settings > Business Profile to verify your company name, address, logo, and website. Then go to Settings > My Staff > Add Employee to add office admins or estimators. CLICK HERE TO WATCH A QUICK VIDEO GUIDE

    • Tip: Set field techs to User permissions so they can view schedules and contacts without accidentally changing billing or account settings.

Step 2

Getting Paid & Booked

Goal: Make sure you can accept money and book estimates without double-booking.

  • Connect Your Payment Processor

    • Action: Go to Payments > Integrations and connect Stripe (or Square/PayPal).

    • Why it matters: This is required before you can collect deposits, take card payments on-site, or send payable invoices.

  • Integrate Calendar & Create a Booking Link

    • Action: Go to Settings > My Profile > Calendar Integration and link your Google or Outlook calendar. Next, go to Calendars > Calendar Settings to customize your default "On-Site Estimate" calendar and copy the booking link.

    • Tip: Turn on two-way sync so personal appointments block off your estimate availability automatically.

Step 3

Managing Leads & Communication

Goal: Never lose track of a quote request or customer thread.

  • View Form Submissions

    • Action: Go to Sites > Forms > Submissions (or check the Contacts tab) to see everyone who filled out your website quote form.

    • Tip: Enable push notifications in the LeadConnector app so you get an instant alert the second a new lead comes in.

  • Contacts: Add, View & Segment

    • Action: Go to Contacts to view your customer list or click + Add Contact to manually enter someone who called you directly.

    • Tip: Use Tags to keep things organized—for example: Needs Estimate, Quote Sent, Active Job, or Past Customer.

  • Conversations Tab: Sending & Receiving Emails

    • Action: Go to Conversations to see all incoming and outgoing emails in one place. Click the Email icon at the bottom of any contact's thread to reply.

    • Why it matters: Every quote, follow-up, and photo stays attached to that customer's profile instead of getting buried in a personal inbox.

Step 4

Closing Jobs & Getting Paid

Goal: Send professional paperwork and collect payment fast.

  • Create Invoices & Contracts

    • Action: Go to Payments > Invoices (or Documents & Contracts) and click + New to build an estimate, service agreement, or invoice. Add your line items, set the due date, and hit Send.

    • Tip: Save your most common jobs (e.g., "Standard Roof Inspection," "Water Heater Flush") as Products under Payments > Products so you don't have to re-type descriptions and prices every time.

Since 2017 our team has been helping small businesses thrive online! We prioritize our clients and aren't happy until they are!

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