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Quick start guide

Welcome! Your dashboard is ready to use.

We've already set everything up for you. This page explains how it works in a few minutes.

Start the guide
Get started

Everything is set up. Just do these 2 things.

1Log inUse the login details we sent you.
2Install the appThen allow notifications.See how

That's it. You're ready to go.

1Your number

We give you a new phone number, just for your business.

It's a real number that lives inside your dashboard. You don't need a new phone or SIM card.

Your business numberActive (555) 123-4567 Example. Yours is shown in Settings → Phone Numbers.
  • All your texts to customers are sent from this number
  • When customers text back, you see it in your dashboard
  • When customers call it, it rings your own phone
Phone Numbers settings showing an active business number with Voice, SMS and forwarding on
2Calls

Calls ring your phone. Missed calls get a text.

When someone calls your dashboard business number, the dashboard forwards the call straight to your personal phone. If you can't answer, it automatically texts them back so you don't lose the job.

A customer calls your numberYour dedicated business number
It rings your personal phoneForwarded automatically
You answerTalk to them like any normal call.
You miss itThey get a text back automatically.
Example missed call textSent instantly Hi, sorry we missed your call at Alpha Plumbing! How can we help? Reply here and we'll get right back to you.

Their reply lands in your Inbox, so you can pick up the conversation by text.

3Install the app

Install the app and turn on notifications.

The first time you log in, the dashboard will ask you to install the app. Please do it. Notifications are how you find out about new jobs, texts and missed calls the moment they happen.

  1. 1Log in for the first timeUse the login details we send you.
  2. 2Install the appAndroid: tap “Install Prime Local”, then Install. iPhone: in Safari, tap Share, then Add to Home Screen, then Add.
  3. 3Open it from your home screenOn iPhone, log in again inside the app. Notifications won’t work in Safari.
  4. 4Tap “Enable notifications”Then tap Allow so you hear about new jobs and messages straight away.
Dashboard showing the Install Prime Local prompt and Enable notifications banner
4What's inside

Everything in your dashboard, at a glance.

Open the menu at the top left of the dashboard to move between these.

Win the job

Website LeadsForm enquiries arrive as Jobs.
JobsTrack enquiries and work as active, completed or cancelled.
NotificationsAlerts with sender and message preview.
CallsIncoming, answered and missed calls.

Stay in touch

InboxTwo-way customer texting.
Customers listNames and numbers, added automatically.
Appointment RemindersReminder texts before each appointment.

Build your reputation

Google Review LinkYour link, sent in every request.
Review RequestsSMS requests with automatic follow-up.
Referral RequestsAutomatic referral asks to past customers.

Grow and manage

Customer ReactivationFollow-up sequences that stop when they reply.
ReportsRequests, messages, calls and appointments at a glance.
Team AccessGive your team their own login.

Stuck on anything? We're a call away.

Call, text or WhatsApp us and we'll sort it out with you.

Call (833) 700-8449 WhatsApp us