RevenuePack

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Step by stepReply, quote or update your business →Something isn’t workingGet help with calls and notifications →Ask us for helpContact RevenuePack →
AI helper

Ask RevenuePack

Answers from our help guides

Tell me what you want to do. I can explain the steps for replies, quotes, appointments and your business settings.

More answers

Find an answer.

Search for what you need help with. You can also browse the guides below.

18 guides
01 · Portal

Reply to a customer

Get help with the words, then send your reply.

Open guide 02 · Portal

Give a customer a price

Prepare a quote your customer can accept online.

Open guide 03 · Portal

Choose my appointment hours

Decide when customers can book with you.

Open guide 04 · Portal

Change my phone greeting

Choose how your phone helper introduces your business.

Open guide 05 · Portal

Update my website

Check the details and photos customers will see.

Open guide 06 · Portal

Set up my business

Start with the basics and come back for the rest.

Open guide 07 · Start here

Getting started with RevenuePack

Start with your business details, then choose the services you want to use.

Open guide 08 · Start here

Lead Pager: lead alerts on your phone — no app, no texts

Push every captured job to your lock screen the moment the call ends. Installs from your browser in about 30 seconds; included with your service.

Open guide 09 · Portal

Learn your RevenuePack Portal

Use Home, Customers, Calendar and My business to get everyday work done.

Open guide 10 · Start here

Customizing your receptionist: what you control

Her name, greeting, hours, services, transfer number, and the things she must never say — save changes in Settings and follow their progress until they are live.

Open guide 11 · Calls

Set up missed-call forwarding, carrier by carrier

The exact codes and menu paths to send only your unanswered calls to RevenuePack — verified against carrier documentation, with the honest caveats.

Open guide 12 · Technical

Using RevenuePack with your scheduler

Where captured jobs land today, how they reach Jobber, Housecall Pro, Workiz and the rest — and what we are building next, stated honestly.

Open guide 13 · Calls

Agent rules, facts, and corrections

What the voice agent knows, what it may say, and how changes become live.

Open guide 14 · Portal

Calls, recordings, and transcripts

When call artifacts appear, how long they are kept, and what to do when one is incomplete.

Open guide 15 · Portal

Opportunities and confirmed revenue

How RevenuePack separates captured intent, estimated value, and owner-confirmed wins.

Open guide 16 · Billing

Plans, usage, and billing

The exact difference between the $49 Preview Pass and $99 Complete plan.

Open guide 17 · Technical

Technical troubleshooting

A fast diagnostic path for routing, portal, notifications, audio, and call records.

Open guide 18 · Privacy

Privacy and the support AI guide

What the support assistant can access, how to use it safely, and when a person takes over.

Open guide