How Can We Help?

Every plan includes every feature. What changes is how much our team does for you.

Growth and Pro websites go live in under 10 days, counted from when we receive your setup form at start.obravetta.com.

1. Log in on a computer at app.obravetta.com.
2. Starter: fill in your business details (business name, phone, services, service area): Settings → Custom Values. Your ready-made website and messages fill in from these automatically.
   Growth and Pro: fill out your setup form at start.obravetta.com (business details, services, service area, logo and photos) so we can build your website.
3. Complete your business profile: Settings → Business Profile. Set your time zone; it controls when reminders go out.
4. Download the mobile app (LeadConnector) and log in.
5. Set up your business phone number and texting registration (see Phone & Texting).
6. Connect Google Business Profile: Settings → Integrations → Google Business Profile.
7. Connect your calendar: Settings → Calendars → Connections.
8. Connect Stripe to take payments: Payments → Integrations → Stripe.
9. Turn on notifications: Settings → My Profile → Notifications.
10. Import your customers: Contacts → Import (CSV file).

Computer: go to app.obravetta.com and sign in with the email and password you signed up with.

Phone: download LeadConnector (the Obravetta mobile app) from the App Store or Google Play and log in with the same email and password. You'll get a one-time security code by email or text.

• Forgot password: click "Forgot password" on the login screen and follow the email link. Check your spam folder.
• No security code: wait a minute, request a new code, check spam, and make sure the email or phone on your user profile is correct.
• Added by your business owner? Ask them to confirm your login email in Settings → Users.

Still stuck? Call (888) 502-9893.

The Obravetta mobile app is called LeadConnector. In it you can:

• Reply to texts, emails and messages in one inbox
• Make and take calls (after your phone number is set up on a computer)
• See appointments, block time and share your booking link
• Add contacts or scan a business card
• Send estimates and invoices, and take Tap to Pay payments
• Send Google review requests
• Manage your pipeline, tasks and social posts

Set up your phone number, calendar connection, Stripe, notifications, automations and website on a computer first.

1. On a computer, go to Settings → Users and add a new user.
2. Enter their name, email (their login), phone and a password.
3. Choose their permissions. You can limit them to only their assigned leads and conversations.
4. Set which devices ring for them if they take calls, then save.
5. Send them the login link (app.obravetta.com) and their login details. They can use the LeadConnector app too.

Starter 1 user · Growth up to 3 · Pro unlimited. When someone leaves, remove them in Settings → Users right away.

1. Go to Settings → My Profile → Notifications.
2. For each event (new messages, appointments, tasks, reviews), choose in-app, desktop, email, mobile or text.
3. Save, then allow notifications for the LeadConnector app in your phone's settings.

Settings → Business Profile. These details appear on invoices, estimates and messages, and your time zone controls when reminders and scheduled messages are sent.

• Change plans: upgrade or downgrade anytime in Settings → Billing. Billing is prorated; upgrades take effect right away.
• Update your card: Settings → Billing, or contact us for a secure link.
• Cancel: anytime in Settings → Billing, no fee. It takes effect at the end of your billing period and you keep access until then.
• Refunds: monthly payments are non-refundable once a billing cycle starts, and yearly plans are non-refundable after the 14-day free trial. Cancel during the trial and you're never charged.

Prefer help? Reply to any Obravetta email or call (888) 502-9893.

Text messages, call minutes, email sending, phone number rental and AI are billed by usage on top of your plan. Stripe charges its own card processing fees separately. For a breakdown of any charge, email [email protected].

In Contacts, select your contacts (or a smart list), then Bulk Actions → Export. You own your data and can also ask us to export or delete it.

1. Go to Settings → Phone System → Phone Numbers and click + Add Number.
2. Choose your country and search by area code or digits. Pick local or toll-free.
3. Pick a number, review its features and monthly price, and click Proceed to Buy.
4. Complete any identity or address verification, then place a test call.

Numbers have a monthly rental fee; calls and texts are billed by usage.

• Forward it: have your current carrier forward calls to your Obravetta number. Quick, and you keep your current service.
• Move (port) it: start in Settings → Phone System → Phone Numbers → Add Number → Port-in Numbers, or ask us. Porting usually takes 2 to 4 weeks. Keep your old service active until it's done.

US carriers require businesses to register before texting from a business number. Without it, texts can be blocked, often with no error message, and missed call text back can quietly fail.

Local number (A2P 10DLC): Settings → Phone System → Trust Center. You'll need your legal business name (matching IRS records if you have an EIN), EIN (or Sole Proprietor registration if you don't have one), address, website, how customers agree to get your texts, and 2 to 5 sample messages. Plan for about a week. Small one-time and monthly carrier fees apply.

Toll-free number: Settings → Phone System → Manage Numbers → Verification Required. You'll need your business details, a live website, your opt-in method and sample messages. Approval can take up to 4 to 6 weeks. Texts are blocked until approved; calls work normally.

Get approved the first time: show a privacy policy and text opt-in on your website, use real sample messages with your business name and "Reply STOP to opt out," keep your business name identical everywhere, and double-check your EIN.

1. Registration not approved (most common). Check status in Settings → Phone System.
2. The customer is on a landline, which can't get texts.
3. The customer replied STOP or is marked Do Not Disturb.
4. Messages show "delivered" but never arrive: usually carrier filtering tied to registration or spammy wording (shortened links, ALL CAPS sales text).

Still stuck? Chat with us or call (888) 502-9893.

Pro We set this up for you. On Starter and Growth, pick one option:

Option 1, the quick switch: Settings → Business Profile → Missed Call Text Back → check Enable, write your message, save. Runs 24/7 and won't text the same caller over and over.

Option 2, an automation (different messages during and after hours):

1. Automation → Workflows → Create Workflow.
2. Trigger: Call Status, with Direction = Inbound and Status = No Answer, Busy or Voicemail.
3. Optional: wait 30 to 60 seconds, and add an If/Else for business hours.
4. Action: Send SMS with your message. Optional: notify yourself.
5. Save and set it to Published.

• Texting registration isn't approved yet.
• The caller is on a landline.
• The call went to your cell phone's voicemail, so it wasn't marked missed. Set the incoming call timeout to about 20 seconds (see call settings below).
• The automation is in Draft, or its filters don't include that call status.

Go to Settings → Phone System → Phone Numbers → three dots next to your number → Edit Configuration.

• Ring options: ring the computer, the mobile app, your cell phone or a desk phone.
• Call forwarding: unanswered calls can roll to other team members (up to 6), an outside number or the AI receptionist.
• Incoming call timeout: about 20 seconds is recommended. Longer can send calls to your cell voicemail.
• Call recording: turn it on with a recording announcement. Check your state's recording rules.
• Private callers: Settings → Phone System → Voice → Other Settings → Inbound Calls → Allow private calls.

• Only text people who gave you permission.
• Include your business name and honor STOP (Obravetta handles STOP and HELP automatically).
• Send marketing texts during normal hours, about 9 AM to 8 PM in the customer's time zone.
• Long texts are billed per segment; picture messages cost more.

Texts, emails, website chats, Facebook and Instagram messages, calls and voicemails all appear in Conversations (and the app's Conversations tab).

• My Inbox shows conversations assigned to you; Team Inbox shows everything (if allowed); Internal Chat is for your team.
• Use tabs like All, Unread and Recents, and the filter icon to narrow by channel, tag, owner or date.
• Reply by choosing the channel in the message box. On a computer, Ctrl/⌘ + Enter sends.
• Assign the owner in the right-hand panel, which also shows tags, appointments, invoices and payments.
• Archive hides a conversation until the customer writes again; delete removes it.

Snippets: save replies you send often under Marketing → Snippets and insert them from the message box.

Internal comments: in a conversation, switch the channel to Internal Comment. The customer never sees it. Use @name to alert a teammate.

• Add a contact: Contacts → Add Contact, or scan a business card in the app.
• Notes & tasks: add them on the contact (for example "gate code 1234" or "call back Friday").
• Tags: labels like "past-customer" or "commercial" to group contacts.
• Smart lists: filter your contacts and save the filter as a list for campaigns.
• Do Not Disturb: turn it on to stop messages to a contact. Anyone who replies STOP is set to DND for texts automatically.

1. Save your list as a CSV file with column headers (First Name, Last Name, Phone, Email…).
2. Go to Contacts → Import and upload it.
3. Choose create, update or both, then match each column to an Obravetta field.
4. Optional: add a tag like "imported" or add them to a smart list. Start the import.

• Create a pipeline: Opportunities → Pipelines → new pipeline → add stages (for example New Lead, Estimate Sent, Booked, Won).
• Add a lead: Opportunities → add opportunity → pick the contact, pipeline, stage and job value.
• Move it: drag the card to the next stage.
• Won or lost: open the opportunity and change its status to Won, Lost or Abandoned.

1. Go to Settings → Calendars and create a calendar (personal, or a team/round robin calendar).
2. Name it (for example "Free Estimate"), set the length and buffer time.
3. Set your available days and hours and how far ahead people can book.
4. Choose the booking form fields and turn on text and email confirmations and reminders.
5. Save, then copy the booking link to share or add it to your website and Google profile.

1. Settings → Calendars → Connections → + Add New → Google or Outlook.
2. Sign in and allow access (allow write access to see Obravetta bookings in Google/Outlook).
3. In your calendar's settings, add it as a Linked Calendar and save.

• Book for a customer: click a time in Calendars, or book from the contact or conversation.
• Block time: block it on your calendar or in the app's Appointments tab.
• Reminders: text and email reminders cut no-shows. Texting registration must be approved for reminder texts.

Obravetta doesn't include a dispatch board, GPS tracking or route planning.

GrowthPro We help with this.

1. Go to Payments → Integrations, find Stripe and click Connect.
2. Log in to (or create) your Stripe account and approve.
3. Confirm Stripe shows as connected, then click Manage to choose payment methods (cards, ACH, Apple Pay, Google Pay).

1. Payments → Invoices & Estimates → Estimates → New (or Estimates in the app).
2. Add the customer, estimate number and expiration date.
3. Add products or line items, plus tax or a discount if needed.
4. Send by email or text.

Customers accept or decline online. Open an accepted estimate to create an invoice from it. Save your common services under Payments → Products to build estimates faster.

1. Payments → Invoices & Estimates → Invoices → New.
2. Add the customer, invoice number, issue date and due date.
3. Add line items, tax (Tax Settings → Add Tax) or a discount.
4. Click Send and choose email, text or both. They get a pay link.

Use a recurring invoice for repeat work like maintenance plans. See all payments in Payments → Transactions. Record cash or checks by opening the invoice and recording the payment.

Open their conversation, click the payment icon below the message box, enter the description and amount, and send. They pay from their phone.

1. Connect Stripe first on a computer.
2. In the LeadConnector app, open Payments (Point of Sale) and enter the amount.
3. Tap Charge, choose a tip option if shown, and have the customer tap their card or phone on the back of your phone.

Payments → Documents & Contracts → create a document or use a template → add the customer → send by email or text. They sign from any device, and you can download a signed PDF.

1. Settings → Integrations → Google Business Profile → Connect.
2. Sign in with a Google account that's an Owner or Manager of your profile.
3. Pick your location and connect. It should show a green "Connected" status.

• One customer: Reputation → Requests → choose the contact → send by text or email. In the app, use Request Review.
• Automatically after every job: set up an automation that sends a request when a job is marked complete or an invoice is paid.
• Review link: check it in Reputation → Settings → Review Link.

Unhappy customers can send private feedback to you first. Never offer discounts or gifts for reviews; Google doesn't allow it.

• New Google reviews show in Reputation and Conversations, where you can reply.
• AI replies: Reputation → Settings → Reviews AI, choose a tone. Billed by usage.
• Review widget: Reputation → Widgets → pick a style → copy the code onto your website.
• Reviews stopped showing? Settings → Integrations → Google → Reconnect.

1. Marketing → Emails → create a campaign and pick a template.
2. Design the email, then add recipients (contacts or a smart list), from name, from email and subject.
3. Send now or schedule it (up to 1 hour before, you can reschedule).

An unsubscribe link is included automatically. For the best inbox placement, ask us about your own sending domain.

Contacts → filter or open a smart list → select contacts → Bulk Actions → send a text. Send big lists in smaller batches. Only text people who agreed to get texts, and texting registration must be approved.

1. Marketing → Social Planner → connect Facebook, Instagram (business account), Google Business Profile, LinkedIn, TikTok and more.
2. Click Create New Post, choose accounts, add photos and a caption.
3. Post Now or Schedule.

Post ideas: before-and-after photos, a 5-star review, a seasonal tip, a team photo.

Settings → Integrations → Facebook → Connect, log in with the account that manages your business Page and allow access to the Page and its Instagram business account. Messages flow into Conversations and you can post from Social Planner.

Growth & Pro: email [email protected] or call (888) 502-9893 with what you'd like changed.

Starter (or your own edits):

1. Fill in your business details first in Settings → Custom Values. Your ready-made site updates from them.
2. Sites → Websites → open your ready-made site.
3. Click any text, image or section to edit it; drag in new sections.
4. Preview on desktop and mobile, then Save and Publish.

1. Settings → Domains & URL Redirects → + Connect a domain → Website.
2. Click Continue to connect automatically, or add the record at your domain company:
   • Root (yourbusiness.com): A record, host @, value 162.159.140.166
   • www: CNAME, host www, value sites.ludicrous.cloud
3. After it verifies, choose your website and home page, then Link Domain.

• Forms: Sites → Forms. Add an unchecked SMS consent checkbox so you can text leads legally.
• Chat box: Sites → Chat Widget → New → choose a type, customize, save. Select it in your website's settings or paste its code on your site. Chats arrive in Conversations.

1. Automation → Workflows.
2. Choose Build using AI, Browse Templates or Create Workflow.
3. Add a trigger (form submitted, appointment booked, call missed, tag added, invoice paid…).
4. Add actions (send text or email, wait, add tag, notify you, send review request…). Use If/Else for different paths.
5. Save and switch it to Published.

Popular: missed call text back, instant lead reply, appointment reminders, estimate follow-up, review requests, invoice reminders, seasonal reminders.

• It's still in Draft. Switch it to Published.
• The trigger or filters don't match what happened.
• The contact already went through it and re-entry is off. Test with a new contact.
• Text steps need approved texting registration.

Open the workflow's Execution Logs to see each step and any errors.

1. AI Agents → Voice AI → create an agent and choose a voice.
2. Add your business info and what it should collect.
3. Add actions: book appointments, transfer calls, send texts.
4. In Phone & Availability, assign your number and set its hours (for example after hours).
5. Make a test call and review the transcript.

Billed by usage. Want help? Call (888) 502-9893.

1. AI Agents → Conversation AI → create a bot.
2. Give it your business info with a knowledge base (website pages, FAQs, files).
3. Choose its channels: text, website chat, Facebook, Instagram and more.
4. Start in Suggestive mode (you approve replies), then switch to Auto-Pilot.

Billed by usage. AI stops replying if usage can't be billed.

Your Dashboard shows leads, opportunities, appointments and revenue. Reporting shows lead sources, calls, appointments and Google/Facebook ad results. All payments are in Payments → Transactions, and the app's Insights shows pipeline value and conversion rates.