All 50,264 pages on TactStack

TactStack Software

The all-in-one platform that runs the back office.

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Usage & Add-Ons

How pricing, consumption, and rebilling work.

/usage

Readiness Test

Score your business against the tech-stack checklist.

/readiness

Free Resources

Setup checklist plus security, accessibility, and compliance scanners.

/resources

Managed Tech

Done-for-you tech team. By invitation.

/managed-tech

Live Demos

Walk through every app we build for clients.

/projects

AI Agent Chatbot

Pick a persona — receptionist, sales qualifier, support, concierge — and chat with a real AI agent. Voice mode ready.

/projects/ai-chatbot

Inventory Manager

Real SKU table. Add, edit, adjust qty, flag low stock, print a restock list — all live.

/projects/inventory

Customer Intake

Multi-step intake form with validation. Generates a ticket and stores submissions.

/projects/intake

Project Board

Drag-and-drop kanban with task details, owners, priorities, and notes.

/projects/projects-board

Quote Builder

Add line items, set tax/discount, generate a printable PDF quote on the spot.

/projects/quote-builder

Service Dispatch

Drag jobs across techs and time slots. Update status with one tap. Stamps every change.

/projects/dispatch

Unified Inbox

SMS, Email, Webchat, and FB threads in one view. Reply, archive, filter — all real.

/projects/inbox

Follow-Up Sequencer

Build a multi-step SMS/email/call drip. Drop in a lead and watch the timeline fire on accelerated time.

/projects/followup

Collections Agent

Aging A/R table. Pick an invoice — the message auto-tunes to days overdue. Edit, send, log the touch.

/projects/collections

Review Request Engine

One-click review asks on closed jobs. Star-gate sends 4–5★ to Google and 1–3★ to a private form.

/projects/reviews

Custom Dashboards

Drag KPI tiles onto a grid. Pick metric and chart type per tile. Layout persists.

/projects/dashboard-builder

Smart Booking Widget

Customer-facing scheduler. Pick service, day, time — slot conflicts auto-block.

/projects/booking

Membership Manager

Recurring service plans by tier. Auto-rolls next-due dates. MRR at a glance.

/projects/memberships

Route Optimizer

Reorder the day's stops by hand or one-click optimize. Live mileage and ETA.

/projects/routes

Commission Calculator

Per-tech rules: % of revenue or profit, with bonus tiers. Printable payroll run.

/projects/commissions

Workflow Builder

Drop in triggers, conditions, and actions. Run a test lead and watch each step fire.

/projects/automation-flow

Integration Hub

Toggle services on/off. Fire a test event and watch it ripple through your stack.

/projects/api-mashup

Grant Tracker

Track grants from research to award. Deadlines, statuses, pipeline value at a glance.

/projects/grants

Industries We Serve

How the system fits each industry we work with, job by job.

/industries

TactStack Guides

Step-by-step answers to how-do-I questions about running the platform.

/guides

How do I build a workflow in TactStack?

Build a TactStack workflow in minutes: choose a trigger, stack your actions, add waits and conditions, test it on yourself, then turn it on without breaking what already runs.

/guides/build-a-workflow

How do I create an AI agent to answer calls and chats?

Create an AI agent in TactStack to answer calls, chats, and texts after hours: scope, knowledge, booking permissions, handoff rules, and testing before you go live.

/guides/create-an-ai-agent

How do I set up missed call text back?

Set up missed-call text-back in TactStack: an instant text after any unanswered call, one clear question, a booking link, and replies in a shared inbox so no caller is lost.

/guides/set-up-missed-call-text-back

How do I send a text message campaign in TactStack?

Send a compliant SMS campaign in TactStack: build the list from a filter, check consent, write one clear ask, test it, schedule in business hours, and staff the replies.

/guides/send-a-text-campaign

How do I automatically ask customers for reviews?

Automate review requests in TactStack: trigger from job completion, text a direct link, follow up once, catch unhappy customers first, and reply to every review.

/guides/automate-review-requests

How do I build a sales pipeline in TactStack?

Build a sales pipeline in TactStack: stages named after customer actions, automatic movement, forecast values, stale-deal alerts, and a board your team will actually use.

/guides/build-a-sales-pipeline

How do I send a quote or estimate in TactStack?

Send quotes and estimates from the field in TactStack: priced templates, good-better-best options, e-signature, automatic follow-up, and acceptance that schedules the job.

/guides/create-a-quote-or-estimate

How do I invoice a customer and take payment in TactStack?

Invoice from the job in TactStack: text-and-email invoices with a pay link, card and bank payments, deposits, automatic reminders, and recurring billing for maintenance plans.

/guides/take-a-payment-or-invoice

How do I set up a booking calendar in TactStack?

Set up online booking in TactStack: calendars per job type, availability and buffers, round-robin assignment, automatic confirmations and reminders, and no double bookings.

/guides/set-up-a-booking-calendar

How do I import my contacts and job history?

Migrate to TactStack without losing anything: export, clean and deduplicate, map fields, test with a small batch, import history and consent, then run parallel before cutover.

/guides/import-contacts-and-migrate

How do I route calls to the right person in TactStack?

Set up call routing in TactStack: ring order, simultaneous or sequential ringing, overflow to a backup, after-hours paths, and a follow-up on every unanswered call.

/guides/route-calls-to-the-right-person

How do I set up a business phone number in TactStack?

Add or port a business phone number in TactStack, register it for texting, set answering hours and voicemail, and keep every call attached to the customer record.

/guides/set-up-a-business-number

How do I record and review calls in TactStack?

Turn on call recording and transcription in TactStack, attach recordings to customer records, and review calls weekly to find lost jobs and coaching opportunities.

/guides/record-and-review-calls

How do I build a phone menu for callers in TactStack?

Build a simple caller menu in TactStack: two or three options, one level deep, routed to the right team, with a fast path to a human and after-hours handling.

/guides/build-a-caller-menu

How do I text customers from my business number in TactStack?

Send and receive customer texts on your business number in TactStack: shared inbox, team replies, templates, opt-out handling, and every message on the record.

/guides/text-from-your-business-number

How do I handle after-hours calls in TactStack?

Set up after-hours call handling in TactStack: night and weekend schedules, emergency triage, on-call paging, automatic booking, and morning follow-up tasks.

/guides/set-up-an-after-hours-line

How do I stop missing calls during busy hours in TactStack?

Cover peak call hours in TactStack with simultaneous ringing, overflow answering, instant text-back, and reporting that shows exactly when calls are being missed.

/guides/stop-missing-calls-at-busy-times

How do I get all my customer messages in one inbox in TactStack?

Connect texts, email, web chat, and social messages into one shared TactStack inbox with assignment, response-time alerts, and full history per customer.

/guides/unify-messages-in-one-inbox

How do I add live chat to my website in TactStack?

Add a chat widget to your site with TactStack: capture name and number, route chats to the shared inbox, hand off to an assistant after hours, and book from chat.

/guides/add-live-chat-to-your-website

How do I message customers on the channels they already use?

Connect text, email, chat, and social messaging in TactStack, set channel preferences per customer, and let follow-up automations reply where the customer started.

/guides/message-on-every-channel

How do I create reusable message templates in TactStack?

Build reusable text and email templates in TactStack with merge fields, team-wide access, and shared wording across manual replies and automated follow-ups.

/guides/create-message-templates

How do I set up automatic replies while I'm on a job?

Set instant auto-replies for texts and chats in TactStack with different messages for business hours, after hours, and holidays, plus escalation to a real person.

/guides/set-up-auto-replies

How do I keep business texting compliant in TactStack?

Stay compliant with business texting in TactStack: carrier registration, consent capture, opt-out handling, quiet hours, and record keeping that protects delivery.

/guides/keep-texting-compliant

How do I follow up with leads that go cold in TactStack?

Build a nurture sequence in TactStack that follows up with cold leads by text and email, pauses on any reply, and reactivates old estimates on a schedule.

/guides/build-a-nurture-sequence

How do I schedule multiple crews or bays on one calendar?

Book multiple crews, trucks, or service bays on one TactStack calendar with per-resource availability, capacity limits, skill routing, and no double bookings.

/guides/schedule-multiple-crews

How do I add travel time and buffers between appointments?

Configure buffers and travel time in TactStack so appointments include drive, setup, and cleanup, keeping crews on time and customer windows realistic.

/guides/set-travel-time-and-buffers

How do I send appointment reminders that cut no-shows?

Set up confirmation and reminder messages in TactStack that reduce no-shows: timing, wording, reschedule links, confirmation replies, and same-day escalation.

/guides/send-appointment-reminders

How do I let customers reschedule or cancel themselves?

Enable self-service rescheduling and cancellation in TactStack with policy windows, automatic crew notifications, waitlist backfill, and no phone tag.

/guides/let-customers-reschedule

How do I split bookings evenly across my team?

Set up round-robin booking in TactStack: even distribution, weighted rotation, skill and territory rules, and sticky assignment for repeat customers.

/guides/round-robin-team-bookings

How do I schedule recurring or seasonal service visits?

Set up recurring and seasonal service scheduling in TactStack: visit intervals, automatic booking or reminders, service plans, and lapsed-customer recovery.

/guides/schedule-recurring-visits

How do I score and prioritize leads in TactStack?

Build a lead scoring model in TactStack using job type, urgency, source, and engagement, then route high scores to a person and low scores to nurture.

/guides/score-and-prioritize-leads

How do I track where every lead came from in TactStack?

Capture lead source on every channel in TactStack with tracking numbers, form fields, and referral prompts, then report revenue by source instead of raw leads.

/guides/track-lead-sources

How do I automate follow-up at each pipeline stage?

Attach automations to pipeline stages in TactStack: entry actions, stall timers, escalation tasks, and automatic stage moves driven by real customer behavior.

/guides/automate-pipeline-followup

How do I win back old estimates that never closed?

Reactivate unclosed quotes in TactStack: pull the list, segment by value and loss reason, send a short win-back sequence, and route replies to a person fast.

/guides/win-back-lost-estimates

How do I ask for referrals automatically in TactStack?

Build an automatic referral program in TactStack: trigger after happy jobs, make sharing one tap, track referrers on the record, and report referral revenue.

/guides/build-a-referral-flow

How do I set and track sales targets in TactStack?

Set revenue targets in TactStack and track them backwards through close rate, average job value, appointments, and leads on a weekly dashboard.

/guides/set-sales-targets

How do I set up recurring billing for service plans?

Create service plans with recurring billing in TactStack: intervals, cards on file, automatic receipts, failed payment retries, and pausing or cancelling cleanly.

/guides/set-up-recurring-billing

How do I collect a deposit before scheduling a job?

Require deposits at booking in TactStack: fixed or percentage amounts, payment-gated scheduling, automatic credit to the invoice, and a clear refund policy.

/guides/take-a-deposit-before-scheduling

How do I chase unpaid invoices automatically?

Build an invoice reminder ladder in TactStack: due-date texts, escalating follow-ups, one-tap payment links, automatic stop on payment, and human escalation.

/guides/send-payment-reminders

How do I build a price book my whole team uses?

Create a shared price book in TactStack with standard services, good-better-best options, and controlled discounts so quotes are consistent and fast.

/guides/build-a-price-book

How do I issue a refund or adjust an invoice?

Handle refunds and invoice corrections in TactStack: partial refunds, credit notes, documented reasons, customer notifications, and clean records for your books.

/guides/refund-or-adjust-an-invoice

How do I capture leads with a form that actually converts?

Build high-converting lead forms in TactStack: minimal fields, mobile-first layout, hidden source tracking, instant auto-reply, and direct pipeline routing.

/guides/capture-leads-with-a-form

How do I build a landing page for a service or offer?

Build landing pages in TactStack that convert: one offer per page, outcome-led headlines, proof, a single call to action, and fast mobile load times.

/guides/build-a-landing-page

How do I organize my contacts into lists I can actually use?

Organize contacts in TactStack with a small tag system and self-updating segments by service history, job type, location, and status for targeted campaigns.

/guides/build-a-list-you-can-segment

How do I know which ads are actually booking jobs?

Connect ad spend to booked revenue in TactStack with campaign tracking, dedicated call numbers, and cost per booked job reporting instead of cost per click.

/guides/track-which-ads-book-jobs

How do I run a seasonal campaign to my customer list?

Plan and send seasonal campaigns in TactStack: pick the right segment, time it before the rush, send text plus email, and follow up with clickers who did not book.

/guides/send-a-seasonal-campaign

How do I post to all my social accounts from one place?

Connect and schedule social accounts in TactStack: one content calendar, batched job-photo posts, per-channel formatting, and replies that reach your inbox.

/guides/publish-to-social-in-one-place

How do I run an email newsletter customers actually read?

Send a customer newsletter in TactStack that gets read: monthly cadence, useful seasonal content, one call to action, clean lists, and deliverability basics.

/guides/run-an-email-newsletter

How do I train an AI agent on my business?

Train an AI agent in TactStack with your services, pricing ranges, policies, and real customer questions, plus clear limits, testing, and weekly transcript review.

/guides/train-an-ai-agent-on-your-business

How do I hand a conversation from an AI agent to a person?

Configure AI-to-human handoff in TactStack: escalation triggers, transcript transfer, on-hours and after-hours routing, and stopping the agent cleanly.

/guides/hand-off-from-ai-to-a-human

How do I use an AI agent to follow up with leads?

Set up AI-assisted lead follow-up in TactStack: persistent multi-touch outreach, live calendar booking, warm handoff to a person, and clear stop conditions.

/guides/use-ai-to-follow-up-with-leads

How do I review and improve AI conversations?

Run a weekly AI transcript review in TactStack: which conversations to sample, what to fix at the source, quality metrics to track, and how to prove improvement.

/guides/review-ai-conversations

How do I assign and track tasks across my team?

Assign tasks in TactStack with a single owner, due dates, and customer context, automate the routine ones, and surface overdue work before it costs a job.

/guides/assign-and-track-tasks

How do I control what each team member can see and do?

Configure user roles and permissions in TactStack: least-privilege access for techs, office staff, and owners, plus offboarding and periodic access reviews.

/guides/set-up-user-permissions

How do I onboard a new team member into the system?

Onboard new hires into TactStack with a repeatable checklist: role-based login, calendar and call routing, focused training, and a first-week review.

/guides/onboard-a-new-team-member

How do I build a job checklist crews actually complete?

Create mobile job checklists in TactStack with photo capture, required completion steps, per-job-type templates, and reporting that catches skipped work.

/guides/build-a-job-checklist

How do I set up notifications without overwhelming my team?

Configure notifications in TactStack by role and urgency: what to alert on, quiet hours, escalation for unclaimed items, and how to avoid alert fatigue.

/guides/manage-team-notifications

How do I build a dashboard that shows how the business is doing?

Build a simple operating dashboard in TactStack: the few metrics that drive decisions, period comparisons, a weekly review rhythm, and one owner per number.

/guides/build-a-dashboard

How do I see which marketing actually produces jobs?

Report marketing performance by revenue in TactStack: booked jobs and dollars per source, cost per booked job, close rate by channel, and quarterly review.

/guides/see-which-marketing-produces-jobs

How do I track team performance fairly?

Track team performance in TactStack with controllable metrics like close rate, callbacks, and response time, reviewed against personal trends to coach fairly.

/guides/track-team-performance

How do I build a website page that actually books jobs?

Build a booking-focused website page in TactStack: one offer, one call to action, proof near the button, and a form connected straight to your calendar.

/guides/build-a-booking-website-page

How do I publish a blog that brings in local searches?

Publish a local blog in TactStack that answers real customer questions, mentions your service area, links to booking pages, and grows search traffic steadily.

/guides/publish-a-local-blog

How do I set up a page for each town I serve?

Set up service area pages in TactStack for each town you serve, with unique local detail, clear services, and a booking form on every page.

/guides/build-service-area-pages

How do I show before and after photos and proof of my work?

Build a before and after photo system in TactStack: capture proof on every job, caption the fix, and place it near booking pages where trust decisions happen.

/guides/show-before-and-after-proof

How do I build a thank you page that keeps selling?

Turn thank you pages into a next step in TactStack: confirm what happens next and add one relevant offer, referral ask, or related service booking.

/guides/build-a-thank-you-page

How do I build an intake form people actually finish?

Build a multi-step intake form in TactStack that people finish: short steps, progress indicators, easy questions first, and saved partial answers.

/guides/build-a-multi-step-intake

How do I qualify jobs with questions that change based on the answers?

Set up conditional logic in TactStack forms so questions branch by job type, keeping intake short while gathering what each job needs to be quoted.

/guides/qualify-jobs-with-conditional-questions

How do I collect photos and files from customers?

Add photo and file uploads to TactStack intake forms with clear instructions, size limits, and automatic attachment to the customer record.

/guides/collect-photos-and-files

How do I send form answers straight into the right pipeline?

Connect TactStack forms directly to pipelines so submissions land in the right stage automatically based on job type, urgency, or source.

/guides/route-form-answers-to-a-pipeline

How do I merge duplicate contacts?

Merge duplicate contacts in TactStack by matching on phone and email, reviewing before confirming, and keeping the record with the fullest history.

/guides/merge-duplicate-contacts

How do I tag and segment contacts without making a mess?

Build a clean tagging system in TactStack with a fixed tag list, factual naming, and monthly review so segments stay usable as your list grows.

/guides/tag-and-segment-contacts

How do I set up custom fields for my trade?

Set up custom fields in TactStack that match your trade: dropdowns over free text, fields tied to quoting and scheduling, and a lean, maintained list.

/guides/set-up-custom-fields

How do I clean out dead records without losing history?

Clean up dead contact records in TactStack by archiving instead of deleting, using clear inactivity criteria that preserve job history and revenue data.

/guides/clean-up-dead-records

How do I stop my emails from going to spam?

Fix email deliverability in TactStack: verify your sending domain, control volume, clean your list, and write messages that keep engagement healthy.

/guides/stop-emails-going-to-spam

How do I warm up a new sending domain?

Warm up a new sending domain in TactStack with a gradual volume ramp, engaged early recipients, and clean sending habits that protect deliverability.

/guides/warm-up-a-sending-domain

How do I handle bounces and unsubscribes?

Handle email bounces and unsubscribes in TactStack: separate hard from soft bounces, honor opt-outs instantly, and keep your list clean and compliant.

/guides/handle-bounces-and-unsubscribes

How do I write a reactivation email that gets replies?

Write a reactivation email in TactStack that reconnects with past customers using a personal note, a specific reference, and one clear question.

/guides/write-a-reactivation-email

How do I offer payment plans or financing?

Set up payment plans in TactStack with clear installment terms, automated due dates, and a written agreement customers sign before work begins.

/guides/offer-payment-plans

How do I text a customer a link to pay?

Send a payment link by text in TactStack: generate the invoice, message the amount and link directly, and confirm payment automatically on receipt.

/guides/send-a-text-to-pay-link

How do I reconcile payments against jobs?

Reconcile payments to jobs in TactStack with a regular matching schedule, flagged discrepancies, and one shared view of job and payment status.

/guides/reconcile-payments-to-jobs

How do I handle failed and declined payments?

Handle failed and declined payments in TactStack with instant notifications, automatic retries, and a clear escalation path after repeat failures.

/guides/handle-failed-payments

How do I follow a lead from first click to paid invoice?

Build end-to-end attribution in TactStack: tag source at first contact, keep it through the pipeline, and match paid invoices back to where leads started.

/guides/read-attribution-end-to-end

How do I track what actually happens on my calls?

Track call outcomes in TactStack by logging a result on every call, then reporting booking rate by source and by staff member to find where calls are lost.

/guides/track-call-outcomes

How do I measure how fast my team responds to leads?

Measure lead response time in TactStack by timestamping first contact against lead arrival, then reporting the gap by staff and by hour to protect booking rate.

/guides/report-on-response-times

How do I respond to a bad review?

Learn how to respond to a bad review professionally: acknowledge the issue, move the conversation offline, and use TactStack to track resolution end to end.

/guides/respond-to-a-bad-review

How do I show my reviews on my website?

Showcase customer reviews on your website effectively: place strong recent quotes near booking pages, keep them updated, and track which reviews convert.

/guides/showcase-reviews-on-your-site

How do I keep reviews coming in all year?

Build a steady flow of reviews all year using TactStack: automate the ask after every job, track monthly volume, and follow up without over-messaging customers.

/guides/keep-reviews-coming-year-round

How do I sell a maintenance plan as a membership?

Turn recurring visits into a membership in TactStack: tiered pricing, automatic billing, point-of-sale offers, and renewal that does not depend on a call.

/guides/sell-a-maintenance-plan

How do I deliver training or onboarding content to customers?

Automate customer onboarding in TactStack with a short message sequence, one action per step, and a way to track who has actually engaged.

/guides/deliver-customer-training

How do I run a private community for repeat clients?

Build a private client community in TactStack that drives repeat business: invite criteria, a weekly reason to engage, and simple moderation.

/guides/run-a-private-client-community

How do I run the business from my phone?

Set up the mobile app in TactStack to manage leads, scheduling, messaging, and payments from anywhere, with notifications tuned to what needs you.

/guides/run-the-business-from-your-phone

How do I let my techs update jobs from the field?

Set up field job updates in TactStack: mobile access, job checklists, required status changes, and photo notes that sync straight to the office.

/guides/update-jobs-from-the-field

How do I take payment and a signature on site?

Collect payment and a digital signature on site using the TactStack mobile app, with invoices and records synced to the job automatically.

/guides/take-payment-and-signature-on-site

How do I connect my accounting software?

Connect your accounting software to TactStack: map items to accounts, sync invoices and payments automatically, and avoid double entry between systems.

/guides/connect-your-accounting-tools

How do I get leads from other sources into the system?

Bring leads from ads, directories, and third-party forms into TactStack automatically, tag their source, and route them into the same follow-up workflow.

/guides/push-leads-in-from-other-sources

How do I keep two systems in sync without double entry?

Avoid double entry between TactStack and your other tools by assigning a source of truth per record type and monitoring sync reliably every week.

/guides/keep-two-systems-in-sync

Why are my texts not sending?

Troubleshoot texts not sending in TactStack: check number verification, carrier filtering, opt-out status, and message log errors to find the real cause.

/guides/fix-texts-not-sending

Why did my workflow not run?

Diagnose a workflow that did not run in TactStack by checking trigger conditions, filters, pause status, and execution history step by step.

/guides/fix-a-workflow-that-did-not-run

Why are my leads not showing up?

Find out why leads are not showing up in TactStack: check form submissions, integration status, duplicate merges, and pipeline or list filters.

/guides/fix-leads-not-showing-up

Why is my calendar showing the wrong availability?

Fix wrong calendar availability in TactStack by checking timezone settings, external calendar sync, buffers, and team member working hours.

/guides/fix-wrong-calendar-availability

How do I send a contract for signature?

Send contracts for e-signature straight from an approved quote, track who has opened and signed, store the signed copy on the job, and trigger next steps automatically.

/guides/send-a-contract-for-signature

How do I build a reusable proposal template?

Create a reusable proposal template in TactStack with standard sections, pricing tiers, and terms so every rep sends a consistent, fast, professional proposal.

/guides/build-a-reusable-proposal-template

How do I collect a signed work authorization?

Collect signed work authorizations before a job starts, capture signatures on site or by link, and store them on the job record to protect against billing disputes.

/guides/collect-a-signed-work-authorization

How do I store job documents in one place?

Keep quotes, contracts, photos, and receipts attached to the job record in TactStack so the team finds any document in one search instead of digging through email.

/guides/store-job-documents-in-one-place

How do I send a change order?

Send a change order linked to the original job contract, get it signed before extra work continues, and keep an accurate updated total on the record.

/guides/send-a-change-order

How do I track job costs against the quote?

Track labor, materials, and subcontractor costs against the original quote in TactStack so margin erosion gets caught mid-job instead of after the final invoice.

/guides/track-job-costs-against-the-quote

How do I build good better best options?

Build good, better, best pricing tiers into a single quote in TactStack so customers choose a level instead of a yes or no, and save the structure as a reusable template.

/guides/build-good-better-best-options

How do I apply discounts and promo codes?

Set up discounts and promo codes in TactStack with expiration dates and service rules, apply them automatically on quotes or checkout, and track which ones drive jobs.

/guides/apply-discounts-and-promo-codes

How do I bundle products into packages?

Bundle products and services into a single priced package in TactStack, save it to the price book, and add it to any quote in one click instead of listing items separately.

/guides/bundle-products-into-packages

How do I handle taxes and surcharges?

Set up tax rates and recurring surcharges in TactStack so they calculate automatically on every quote and invoice based on job type or location, with no manual math.

/guides/handle-taxes-and-surcharges

How do I build a customer portal in TactStack?

Set up a client portal in TactStack: what to expose, how invites work, mobile access, and how it cuts down status-check calls from customers.

/guides/build-a-customer-portal

How do I send a welcome sequence to new customers?

Build a welcome sequence in TactStack for new customers: trigger, message spacing, what to include, and how to stop it once they engage.

/guides/send-a-welcome-sequence

How do I run an annual service reminder campaign?

Automate annual service reminders in TactStack: tagging last service dates, timing the outreach, follow-up nudges, and tracking rebooked jobs.

/guides/run-an-annual-service-reminder

How do I ask for a referral at the right moment?

Time referral requests in TactStack to moments of real satisfaction: review triggers, message wording, reward structure, and tracking who converts.

/guides/ask-for-a-referral-at-the-right-moment

How do I survey customers after a job?

Set up post-job surveys in TactStack: timing, question order, routing happy and unhappy responses, and connecting results to review and recovery flows.

/guides/survey-customers-after-a-job

How do I run a lead magnet download campaign?

Set up a lead magnet download in TactStack: choosing the offer, building the gate form, automatic delivery, and following up so leads do not go cold.

/guides/run-a-lead-magnet-download

How do I build a webinar or event signup page?

Set up a webinar or event signup in TactStack: registration page, confirmation and reminders, attendance tracking, and post-event follow-up.

/guides/build-a-webinar-or-event-signup

How do I add a chat to text handoff on my website?

Set up chat to text handoff in TactStack: enabling web chat, phone number capture, conversation continuity, and replying from a single inbox.

/guides/add-a-chat-to-text-handoff

How do I run a giveaway or contest for leads?

Run a lead-generating giveaway or contest in TactStack: prize selection, entry form, rules, follow-up sequence, and measuring what it actually produced.

/guides/run-a-giveaway-or-contest

How do I retarget website visitors who did not convert?

Retarget non-converting website visitors in TactStack: tracking high-intent pages, ad audiences, partial form recovery, and measuring recovered leads.

/guides/retarget-website-visitors

How do I connect lead ads to my pipeline?

Route lead ad submissions into TactStack automatically, tagged by campaign, assigned to a rep, and dropped into the right pipeline stage within seconds.

/guides/connect-lead-ads-to-your-pipeline

How do I track cost per booked job?

Calculate true cost per booked job in TactStack by matching ad spend to pipeline outcomes, not just leads, so you know which campaigns actually pay off.

/guides/track-cost-per-booked-job

How do I set up call tracking numbers per campaign?

Assign unique call tracking numbers to each campaign in TactStack, route calls into the pipeline tagged by source, and measure phone leads like any other.

/guides/set-up-call-tracking-numbers-per-campaign

How do I test two versions of a page?

Run a clean split test between two page versions in TactStack, isolate one variable, and judge the winner by booked jobs instead of raw submissions.

/guides/test-two-versions-of-a-page

How do I build a monthly marketing report?

Build a repeatable monthly marketing report in TactStack that ties spend to booked jobs, tracks trends, and ends with a clear budget decision.

/guides/build-a-monthly-marketing-report

How do I handle emergency and same-day jobs?

Set up emergency and same-day job handling in TactStack with instant alerts, dedicated buffer time, and fast confirmation without disrupting the full schedule.

/guides/handle-emergency-and-same-day-jobs

How do I block time for drive days and holidays?

Block drive days, holidays, and unavailable time on your TactStack calendar so customers never book a slot your team cannot actually work.

/guides/block-time-for-drive-days-and-holidays

How do I confirm jobs the day before?

Automate next-day job confirmations in TactStack with a reply-based text, so unconfirmed jobs get a follow-up call before the crew ever leaves.

/guides/confirm-jobs-the-day-before

How do I reduce no-shows with deposits and reminders?

Cut no-shows in TactStack by combining upfront deposits on booking with layered reminders at booking, days out, and the night before each job.

/guides/reduce-no-shows-with-deposits-and-reminders

How do I reschedule a whole day of work?

Reschedule an entire day of jobs in TactStack with a prioritized customer list, batch notifications, and confirmed rebookings so nothing falls through.

/guides/reschedule-a-whole-day-of-work

How do I build a daily huddle report in TactStack?

Set up a daily huddle report in TactStack that surfaces new leads, bookings, missed calls, and cash collected so the whole team starts the day on the same page.

/guides/build-a-daily-huddle-report

How do I set up approval steps in TactStack?

Add approval steps to a TactStack workflow or pipeline so discounts, large quotes, or refunds pause for manager sign-off before they go out to a customer.

/guides/set-up-approval-steps

How do I document standard operating procedures in TactStack?

Write standard operating procedures for repeatable tasks and connect them to your TactStack checklists and workflows so the process survives turnover.

/guides/document-your-standard-operating-procedures

How do I track commissions and bonuses in TactStack?

Track sales commissions and team bonuses in TactStack by tying closed deals to an owner, building a payout report, and reviewing it before every pay period.

/guides/track-commissions-and-bonuses

How do I run a weekly pipeline review in TactStack?

Run a weekly pipeline review in TactStack that catches stalled deals early by walking through every stage live and assigning a next step to anything stuck.

/guides/run-a-weekly-pipeline-review

How do I use if then branches in a workflow?

Add if then branches to a TactStack workflow so it treats commercial and residential leads, big and small deals, or repliers and silent contacts differently.

/guides/use-if-then-branches-in-a-workflow

How do I add wait steps and business hours to a workflow?

Pace a TactStack workflow with wait steps between actions and restrict customer messages to business hours so follow-up feels natural, not automated.

/guides/add-wait-steps-and-business-hours

How do I stop a sequence when someone replies?

Set up an exit condition in TactStack so a follow-up sequence stops the instant a contact replies, preventing awkward messages sent after a response.

/guides/stop-a-sequence-when-someone-replies

How do I trigger work from a status change?

Fire a TactStack workflow automatically when a deal, job, or ticket changes status so tasks, notifications, and customer messages happen without manual work.

/guides/trigger-work-from-a-status-change

How do I test a workflow before turning it on?

Test a TactStack workflow properly before publishing by running a real contact through every branch, checking timing, and reading each message like a customer would.

/guides/test-a-workflow-before-turning-it-on

How do I export my data for backup?

Export contacts, pipelines, and financial records from TactStack on a schedule, store them outside the platform, and verify each export actually opens.

/guides/export-your-data-for-backup

How do I handle an opt out or delete request?

Handle opt-out and delete requests in TactStack the right way: confirm the request, stop messaging immediately, update the record, and log proof of action.

/guides/handle-an-opt-out-or-delete-request

How do I set up audit trails and change history?

Set up audit trails in TactStack by enabling activity logs on key fields, requiring individual logins, and reviewing change history on a regular schedule.

/guides/set-up-audit-trails-and-change-history

How do I control who sees what data?

Control data visibility in TactStack by assigning role-based permissions, starting narrow, and auditing access regularly so people see only what their job needs.

/guides/control-who-sees-what-data

How do I keep records for tax and legal purposes?

Keep tax and legal records in TactStack the right way: retain invoices, agreements, and communication history, archive instead of delete, and export regularly.

/guides/keep-records-for-tax-and-legal

Why am I getting duplicate notifications?

Fix duplicate notifications in TactStack by checking overlapping workflows, duplicate triggers, and notification settings across team and personal levels.

/guides/fix-duplicate-notifications

Why are payments not posting?

Troubleshoot payments not posting in TactStack by checking processor sync status, accounting connection health, and payment to invoice matching.

/guides/fix-payments-not-posting

Why does my calendar double book?

Fix a calendar that double books in TactStack by checking conflict detection across connected calendars, buffer settings, and overlapping booking sources.

/guides/fix-a-calendar-that-double-books

Why did my integration stop syncing?

Fix an integration that stopped syncing in TactStack by checking authorization status, field mapping changes, and rate limits on the connected tool.

/guides/fix-an-integration-that-stopped-syncing

Why do my reports not match?

Fix reports that do not match in TactStack by comparing date ranges, filters, and pipeline stage definitions between the two conflicting reports.

/guides/fix-reports-that-do-not-match

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