Who this is for
You've signed in and want to know where everything is. The menu is split into four groups: Work (the day-to-day — calls, jobs, customers), Grow (the things that bring work in), Set up Scarlett (how she answers and what she knows) and Account (your settings). Help sits underneath.
Time: 3 minutes.
Before you start
- Sign up and start your free trial — or, if a colleague invited you, accept your invite.
The layout
Your dashboard
Signing in lands you on the Dashboard — today at a glance. Your logo, your town and the weather sit at the top, then a set of widgets: calls and messages Scarlett has handled, jobs booked, quotes sent, upcoming jobs, what needs your attention and more. Press Customise your dashboard (on a phone, the small Customise button) to add, remove, resize and move widgets.
Switching Scarlett on and off
The Scarlett on / off switch at the top of the screen stops or starts her answering. Only the owner can flip it.
The menu groups
On a computer the menu runs down the left-hand side. Each group opens and closes when you tap its name; Work starts open.
| Work | What it's for |
|---|---|
| Dashboard | Today at a glance |
| Inbox | Every conversation — calls, texts, emails, WhatsApps — per customer. Calls are a folder here |
| Calendar | Your diary, synced with Google Calendar |
| Scarlett AI | Talk or type to Scarlett and she'll do things in the app for you |
| Jobs | Every job, from request to completed |
| Quotes & estimates | Draft, send and track quotes and estimates |
| Invoices | Raise invoices and see what's owed |
| Contacts | Everyone Scarlett has spoken to |
| Grow | What it's for |
|---|---|
| Google Business | Your Google listing, reviews and review requests |
| Social media | Plan and make your Instagram and Facebook posts |
| Website | Your AI Website, if you have it |
| Set up Scarlett | What it's for |
|---|---|
| Train Scarlett | Teach her your business, services, documents, rules, greeting and voice |
| Scarlett number | Your Scarlett line and getting calls to her |
| Call forwarding | The colleagues she can put a live caller through to |
| Auto-Reply | Let her answer routine texts, emails and WhatsApps |
| Integrations | Connect your calendar, email, accounting, payments, Facebook, Instagram and WhatsApp |
| Take the tour again | Watch Scarlett's guided tour of the app |
| Account | What it's for |
|---|---|
| Settings | You, your plan and billing, branding, quotes and invoices, notifications, security and your team |
Where are my calls? There's no separate call log any more. Every call is in the Inbox — open the Calls folder to see just calls.
On a phone
Everything works at phone width. Along the bottom is a tab bar — Home, Inbox, Scarlett's face in the middle, Calls and More. Tap her face to talk to her. More opens the same groups as the computer menu: Work (starting with Calendar), Grow, Set up Scarlett, Account and Help.
Verify it worked
You can reach any area from the menu (or More on a phone), and the Dashboard shows your own business name and activity.
Troubleshooting
I signed in but see "Almost there" instead of the app. Your login exists but isn't attached to a business account yet — this happens to a teammate whose owner hasn't finished adding them. Ask whoever invited you to add you to the team, then sign in again.
Part of the menu is missing. The owner can close areas for each person on the team. If you need one, ask them to open it for you in Settings → Team.
What's next
- Read and act on your calls — your calls in the Inbox.
- Train Scarlett on your business — teach her what to say.
- Point your calls at Scarlett — get calls flowing.