Support Center
Get answers, learn the platform, and get back to running your business.
Getting Started
Start here to set up your account, business profile, workspace, and first useful workflow.
Open guideFree, Pro & Pro + AI
Understand what each plan unlocks and where Pro and AI features appear.
Open guideMy Dashboard
Use your member home to find tools, saved work, priorities, and workspace activity.
Open guideBusiness Setup & Personalization
Tell the platform what kind of business you run so tools and guidance can become more relevant.
Open guideWorkspaces & Switching Businesses
Understand workspace ownership, switching, shared business data, and team access.
Open guideUsing the Tool Library
Find calculators by search, access tier, category, and industry, then save useful results.
Open guideSaving Calculator Results
Save a calculation to your workspace so you can reopen, compare, and measure it later.
Open guideComparing Saved Results
Compare repeat measurements from the same tool and review changes over time.
Open guideMeasured KPI Trends
Understand baseline, latest value, absolute change, relative change, and percentage-point movement.
Open guideKPI Targets & Status
Set At least, At most, or Exactly targets and understand On target versus Off target.
Open guideKPI Priority Board
Use target status and progress states to identify what needs attention next.
Open guideImporting Data with CSV
Download templates, validate headers, import existing business data, and avoid common import errors.
Open guideExporting Your Data
Export supported command-center data for backup, analysis, or use elsewhere.
Open guideSales CSV Template Guide
Prepare lead and pipeline data for the Sales Command Center import workflow.
Open guideMarketing CSV Template Guide
Prepare campaign and channel data for the Marketing Command Center import workflow.
Open guideFinancial CSV Template Guide
Prepare business financial data for the Financial Command Center import workflow.
Open guideBusiness Command Center
Learn the broader Pro operating environment for customers, revenue, finance, automation, teams, integrations, analytics, and AI.
Open guideIndustry Command Centers
Understand how focused industry workspaces complement the broader Business Command Center.
Open guidePro + AI Overview
Learn where embedded AI appears, what context it can use, and how deterministic intelligence still supports the platform.
Open guideUsing AI to Explain Results
Use AI-capable tools to explain numbers, surface risks, and turn results into next actions.
Open guideAI Capacity & Usage
Understand fair-use protections, capacity controls, and graceful fallback when provider limits are reached.
Open guideBilling & Subscriptions
Understand plan access, active subscriptions, upgrades, cancellations, and preserved customer data.
Open guideTeam Members & Seats
Understand team access and workspace membership without giving normal users WordPress admin access.
Open guideTroubleshooting Access
What to check when a Command Center, Pro feature, or workspace is not available.
Open guideTroubleshooting CSV Imports
Fix header mismatches, formatting issues, and common import problems.
Open guideTroubleshooting AI
What to check when AI is unavailable, limited, or falls back to deterministic guidance.
Open guideWhat Happens to Your Data After Cancellation
Learn what changes when paid access ends and how existing customer/workspace data is preserved.
Open guideAccounting Bookkeeping Command Center Guide
Track revenue, expenses, cash flow, margins, and the financial health of your accounting or bookkeeping business.
Open guideAgency & Freelancer Command Center Guide
Manage client work, pricing, utilization, retainers, project profitability, and growth from one workspace.
Open guideAgriculture Command Center Guide
Monitor production economics, operating costs, yields, capacity, and profitability for farm and agriculture operations.
Open guideAuto Service Command Center Guide
Track repair orders, labor, parts margins, technician performance, shop capacity, and customer retention.
Open guideB2B E-commerce Command Center Guide
Manage wholesale pricing, account economics, quotes, payment terms, sales performance, and B2B growth.
Open guideB2C E-commerce Command Center Guide
Track store performance, acquisition costs, customer retention, product profitability, fulfillment, and returns.
Open guideBusiness Financial Command Center Guide
Monitor revenue, costs, gross profit, cash flow, burn, runway, and financial scenarios in one place.
Open guideBusiness Operations Command Center Guide
Manage hiring, capacity, operating costs, cash reserves, debt, owner economics, and productivity.
Open guideCar Wash & Detailing Command Center Guide
Track service pricing, labor, bay capacity, customer volume, recurring revenue, and location profitability.
Open guideChildcare Command Center Guide
Manage enrollment, staffing, tuition economics, capacity, utilization, and operating profitability.
Open guideCleaning Business Command Center Guide
Track job pricing, labor, crew productivity, recurring clients, supplies, and service profitability.
Open guideCommercial Real Estate Command Center Guide
Analyze deals, property performance, valuations, leasing economics, commissions, and production goals.
Open guideContractor Command Center Guide
Manage estimates, job profitability, leads, marketing performance, cash flow, and growth across your contracting business.
Open guideCreators & Influencers Command Center Guide
Track audience monetization, sponsorships, content economics, revenue streams, and creator profitability.
Open guideEducation Training Command Center Guide
Manage enrollment, course pricing, instructor capacity, completion economics, and training profitability.
Open guideEquipment Rental Command Center Guide
Track fleet utilization, rental rates, maintenance, availability, asset economics, and profitability.
Open guideEvent Business Command Center Guide
Manage event pricing, bookings, staffing, capacity, vendor costs, and profitability by event.
Open guideFitness Command Center Guide
Track memberships, retention, classes, trainers, pricing, facility capacity, and gym or studio profitability.
Open guideTrucking, Delivery & Fleet Command Center Guide
Manage loads, routes, rates, cost per mile, drivers, fuel, maintenance, utilization, and fleet profitability.
Open guideFranchise Command Center Guide
Monitor unit economics, royalties, location performance, staffing, marketing, and multi-location growth.
Open guideFuneral Home Command Center Guide
Manage service mix, staffing, capacity, operating costs, pricing, and business performance with dignity-focused operations.
Open guideHome Health & Senior Care Command Center Guide
Track caregiver staffing, billable hours, client economics, utilization, scheduling, and home-care profitability.
Open guideHotels & Hospitality Command Center Guide
Monitor occupancy, room revenue, labor, operating costs, guest economics, and hotel profitability.
Open guideInsurance Agency Command Center Guide
Track policies, commissions, retention, producer performance, acquisition costs, and agency growth.
Open guideLaundromat Command Center Guide
Manage machine utilization, turns per day, utilities, pricing, labor, and location profitability.
Open guideLegal Practice Command Center Guide
Track matters, billable utilization, realization, client acquisition, staffing, and law-practice economics.
Open guideManufacturing Command Center Guide
Manage unit costs, labor burden, machine performance, capacity, scrap, inventory, and production profitability.
Open guideMarketing Command Center Guide
Track campaigns, budgets, channel performance, ROI, ROAS, CAC, LTV, and marketing decisions over time.
Open guideMoving Company Command Center Guide
Manage job pricing, crews, trucks, route economics, capacity, leads, and moving-job profitability.
Open guideNonprofits & Associations Command Center Guide
Track fundraising, program economics, donor performance, operating costs, reserves, and organizational sustainability.
Open guidePet Services Command Center Guide
Manage bookings, service pricing, staffing, capacity, repeat customers, and pet-service profitability.
Open guidePhotography & Videography Command Center Guide
Track project pricing, bookings, utilization, production costs, editing time, and creative-business profitability.
Open guideMedical & Dental Practice Command Center Guide
Monitor practice revenue, staffing, scheduling, capacity, overhead, and operational performance for medical and dental businesses.
Open guidePrint & Sign Command Center Guide
Manage job costing, material usage, machine capacity, labor, pricing, and production profitability.
Open guideProperty Inspection Command Center Guide
Track inspection pricing, scheduling, inspector capacity, travel costs, lead sources, and job profitability.
Open guideProperty Management Command Center Guide
Manage occupancy, leasing, fees, maintenance, reserves, cash flow, NOI, and portfolio performance.
Open guideResidential Real Estate Command Center Guide
Track leads, listings, buyers, closings, commissions, marketing, and production goals for residential real estate.
Open guideRestaurant Command Center Guide
Monitor menu economics, food and labor costs, sales productivity, delivery, waste, cash flow, and restaurant profitability.
Open guideRetail Command Center Guide
Manage sales, inventory, replenishment, pricing, margins, markdowns, labor, and open-to-buy decisions.
Open guideSaaS & Subscription Command Center Guide
Track recurring revenue, churn, retention, CAC payback, customer economics, expansion, efficiency, and runway.
Open guideSales Command Center Guide
Manage pipeline, follow-ups, deal health, lead-source performance, sales activity, and revenue forecasting.
Open guideSalon, Spa & Barber Command Center Guide
Track appointments, service pricing, staff compensation, retention, memberships, retail sales, and profitability.
Open guideSecurity Command Center Guide
Manage contracts, guard staffing, scheduling, labor economics, client profitability, and operating performance.
Open guideSelf Storage Command Center Guide
Track occupancy, unit mix, pricing, delinquency, operating costs, and facility profitability.
Open guideShort Term Rental Command Center Guide
Monitor occupancy, nightly rates, cleaning costs, channel fees, property performance, and rental profitability.
Open guideSolar Energy Command Center Guide
Track project pricing, acquisition costs, installation economics, crew capacity, margins, and solar-business performance.
Open guideStaffing Recruiting Command Center Guide
Manage placements, recruiter productivity, fill rates, client economics, pipeline, and staffing profitability.
Open guideVeterinary Practice Command Center Guide
Monitor practice revenue, staffing, appointment capacity, service economics, overhead, and veterinary business performance.
Open guideWarehousing Logistics Command Center Guide
Track storage, throughput, labor, capacity, fulfillment costs, customer economics, and warehouse profitability.
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