Frequently Asked Questions

Option 1: Export Contacts via iCloud (Best Option)

1. On a computer, go to https://www.icloud.com/ and log in with your Apple ID.

2. Click on 'Contacts'.

3. Click the gear icon in the bottom-left corner and choose 'Select All'.

4. Click the gear icon again and select 'Export vCard'.

5. This will download a file with all your contacts.

6. Send us this file or upload it into your CRM under Contacts > Import.

Option 2: Export via iPhone App (If You Don't Have a computer)

1. Download a free app like 'My Contacts Backup' or 'Contacts to CSV Export' from the App Store.

2. Open the app and export your contacts.

3. Email the exported file to yourself or send it directly to us.

4. We'll help upload it into your CRM.

Step 1: Open Your Calendar

From the left-hand menu, click 'Calendars'. You'll see a full week or month view of your schedule.

Use the top-right buttons to switch between Day, Week, and Month views. You can also jump to specific dates using the calendar widget on the right.

Step 2: Add Availability

Click the '+ New' button in the top-right corner to create a new time block for appointments.

- Choose a service, time, and assign it to yourself or a team member.

- You can also set recurring availability (e.g., every Monday from 9AM - 3PM).

Step 3: View or Edit Bookings

Click on any scheduled booking to view its details. From here, you can:

- Reschedule

- Cancel - Add notes

- See client contact info

Step 1: Go to Calendars

From the left-hand menu, click 'Calendars'. Make sure you're in the 'Calendar View' tab. Then click 'Calendar Settings' at the top.

Step 2: Enable Confirmation & Reminder Settings

Inside the Calendar Settings:

- Enable Email and/or SMS confirmations.

- Set when reminders go out (e.g., 1 hour before, 1 day before).

- Customize the message content to match your tone.

Note: These messages will send only if a client books using your calendar link.

Step 3: Test a Booking

Go to your calendar booking link and try booking an appointment as a client.

You should receive a confirmation email and/or text message based on your setup.

Yes, Stratify Go does have an app!

Step 1: Download the App

1. Open the App Store (iPhone) or Google Play Store (Android).

2. Search for LeadConnector.

3. Look for the orange and gray cube icon and tap Install.

4. Once installed, open the app.

Step 2: Log In

Log in using the same email and password you use for your Stratify Go account (the one we created together).

Once logged in, you'll see your full CRM dashboard - customized for your business.

Step 3: Navigate the App

(Conversations) - Respond to texts, emails, and form submissions

(Calendars) - View your appointments and booking slots

(Contacts) - Access customer details, tags, and notes

(Opportunities) - See and manage your sales pipeline

(Payments) - Track transactions if Stripe is connected

(Dashboard) - Quick view of recent activity

Pro Tip

Turn on notifications for the LeadConnector app so you're instantly alerted when new leads come in. Fast responses win jobs!

What Are Tags?

Tags are labels you can apply to contacts in Stratify Go to organize, group, or identify them based on things like service type, job status, source of the lead, or customer notes.

You can use tags to segment contacts for follow-ups, marketing, or bulk actions.

Step 1: Create Tags in Settings (Optional)

1. Click on 'Settings' in the bottom-left corner of the screen.

2. Select 'Tags' from the left-side menu under 'Business Settings'.

3. Click '+ Add Tag' in the top right.

4. Type in the name of the tag you want to create (e.g., 'Residential' or '2024 Lead').

5. Click 'Save'. The tag is now available for any contact.

Step 2: Add Tags When Creating a New Contact

1. Click on 'Contacts' in the left-hand menu.

2. Click the '+ Add Contact' button in the top right.

3. Fill in the name, phone number, and email.

4. In the 'Tags' field, type to find existing tags or add a new one.

5. Press Enter after each tag, then click 'Save'.

Step 3: Add Tags to Existing Contacts

1. Click on 'Contacts' and find the contact you want to update.

2. Open the contact's profile.

3. In the 'Tags' section, start typing to add tags.

4. Hit Enter to apply a tag or click the 'x' to remove one. Changes are saved automatically.

Step 4: Use Tags for Organization

Tags help you:

- Filter contacts by category

- Run targeted email or SMS campaigns

- Organize leads in pipelines

- Apply bulk actions like assigning users or updating stages

Keep your tags short and consistent for best results.

Smart Lists are filtered views of your contact database. Instead of scrolling through your full list of leads or clients, you can filter contacts based on tags, pipeline stage, status, and more - then save that view for easy access later.

For example, you might create a Smart List for 'New Window Cleaning Leads' or 'Unpaid Invoices' to follow up quickly.

Step 1: Create a Smart List

1. Go to the 'Contacts' tab.

2. Use filters at the top (tags, stage, date created, etc.) to narrow your contacts.

3. Click the gear icon or dropdown at the top-left of the list.

4. Choose 'Save as Smart List'.

5. Name your list (e.g., '2024 Leads' or 'Repeat Clients') and click Save.

6. Your new Smart List will now appear in the dropdown menu at the top of the Contacts tab.

Step 2: Use Your Smart Lists

Smart Lists allow you to:

- Send email or SMS campaigns to a specific segment

- Perform bulk actions (like tagging or moving leads)

- Quickly view contacts based on job type, campaign, or lead status They're especially useful when managing a growing customer base.

Step 3: Manage Your Smart Lists

1. In the 'Contacts' tab, click 'Manage Smart Lists' near the top menu.

2. You'll see three sections:

- Global List: Your full contact list (default view)

- Shared By You: Any Smart Lists you've created

- Shared With You: Smart Lists shared by your team from here, you can:

- Rename a Smart List (click the pencil icon)

- Delete one (click the trash icon)

- Drag to reorder your list views

- Set a Smart List as your default Contacts view

Tips for Naming Smart Lists

Use clear and simple names like:

- 'Window Leads

- July'

- 'Estimates Not Scheduled'

- 'Repeat Clients'

- 'Review Request Sent' Keeping names consistent helps you and your team stay organized.

Step 1: Respond to SMS and Emails

1. Click on 'Conversations' in the left-hand menu.

2. You'll see a list of recent contacts who have texted, emailed, or interacted with you.

3. Click any conversation to open the chat.

4. Type your message at the bottom and hit Send. It will automatically go out as SMS or email based on the original contact method.

Step 2: Use or Create Templates save time when sending common replies:

1. Click the 'Snippets' tab at the top of the Conversations screen.

2. To use a template, click to insert it into your message box.

3. To create a new one:

- Click '+ New Snippet'

- Name your template and type the message

- Save it for future use These are great for estimates, appointment confirmations, or review requests.

Step 3: Make a Call, add a Note, or Set a Task

From any open conversation:

- Click the phone icon to place a manual call through the CRM.

- Click the paper icon to add an internal note for your team

- Click the clock icon or 'Tasks' tab to set a follow-up reminder.

These tools help you stay on top of communication and never miss a callback.

Step 1: Connect Your Google Business Profile (Optional)

If your plan supports reputation management and Google integration:

1. Click 'Settings' in the left menu.

2. Go to 'Integrations'.

3. Under Google, click 'Connect'.

4. Log in using the Gmail account tied to your Google Business Profile.

5. Allow permissions. You'll now be able to track review responses.

Note: If this isn't available in your plan, you can still send manual review links.

Step 2: Send a Review Request Manually

To send a Google review link to a customer:

1. Go to the 'Conversations' tab.

2. Select the contact you want to request a review from.

3. Click the 'Links' tab at the top.

4. Click '+ Add Trigger Link'.

5. Paste your Google Review link (you can find it by Googling your business and clicking 'Write a review').

6. Name the link something like 'Google Review'. Click Save.

7. Go back to the message box and click the link icon to insert it into a message.

8. Send it via SMS or email.

Pro Tip: Save a message template with this link using the Snippets feature to save time.

Best Time to Ask for a Review

Send the review request shortly after a job is completed, while your service is still fresh in their mind.

Use friendly language like: "Hey [Name], if you had a great experience, would you mind leaving us a quick Google review? It helps us grow!"

Step 1: Connect Stripe

1. Go to the 'Payments' tab in the left-hand menu.

2. Click 'Connect with Stripe'.

3. If you already have a Stripe account, log in. If not, follow the steps to create one.

4. Once connected, you'll be able to accept payments directly through the CRM.

Step 2: Create Your First Product

1. In the 'Payments' section, go to 'Products'.

2. Click '+ New'.

3. Enter a product name (e.g., 'Standard Window Cleaning').

4. Add a description and price. 5. Save the product - it's now ready to be used in invoices or on checkout pages.

Step 3: Send a Payment Link You can generate a checkout link to send to a customer manually:

- Go to your Product > Click 'Copy Link'.

- Paste it into an SMS or email conversation with your customer.

- When they click it, they'll see a checkout page to pay instantly.

Stripe (Recommended)

- Full CRM integration

- Create products, payment links, and subscriptions

- Trigger automations and invoices

- Tracks payments in pipelines and contact records

Best for: Stratify Go's Intergration

PayPal

- Connects with CRM for basic payment collection

- No product builder inside Stratify Go

- No native support for automation triggers

Best for: Businesses already using PayPal with existing systems

Authorize.net

- Traditional gateway for credit card payments

- Requires more technical setup

- Good for high-volume businesses

- Limited automation support in Stratify Go

Best for: Larger businesses with specific merchant needs

NMI

- Similar to Authorize.net in function and complexity

- Technical setup required

- No native automation inside Stratify Go

Best for: Advanced users or companies with existing NMI accounts

Square

- Limited CRM integration

- Payment links must be created outside the platform

- Manual messaging needed for payment collection

- No tracking inside Stratify Go pipelines

Best for: Users who already operate with Square's ecosystem

Manual Payment Methods

- No online checkout

- You can send invoices and mark them as paid manually

- No automation or tracking

Best for: Offline local service businesses or one-off jobs

Step 1: Send an Invoice

1. Go to 'Payments' > 'Invoices & Estimates'.

2. Click the '+ New' button.

3. Enter your customer's name, service details, and price.

4. Click 'Send' to email the invoice instantly. You'll be notified when the client opens or pays it.

Step 2: Create a Payment Link

1. Go to 'Payments' > 'Payment Links'.

2. Click '+ New'.

3. Choose one of your existing products or services.

4. Customize the checkout page if desired.

5. Click 'Copy Link' and paste into any message or email to collect payment online.

Step 3: Set Up a Subscription

1. Go to 'Payments' > 'Subscriptions'.

2. Click '+ New'.

3. Enter the subscription name, pricing, and billing frequency (weekly/monthly).

4. Assign it to a customer and save. This works well for ongoing service packages like monthly maintenance plans.

Step 4: Create a Contract or Document

1. Go to 'Payments' > 'Documents & Contracts'.

2. Click '+ New Document'.

3. Use a built-in template or create your own.

4. Add the customer's name, business info, and service terms.

5. Send the document for e-signature.

You'll be notified once it's signed and stored automatically.

Step 1: View Your Pipeline

1. Click 'Opportunities' from the left-hand menu.

2. You'll see cards organized in columns like (New Lead), (Estimate Sent), (Job Scheduled), etc.

3. Each card represents a lead, with their name, value, and last activity.

Step 2: Move Leads Between Stages

Drag and drop a lead card into the next column as they progress.

Example: Move someone to (Job Scheduled) once they've confirmed a date.

Keeping your pipeline updated helps you know where every customer stands.

Step 3: Click on a Lead for Details

Click any lead card to:

- See customer contact info

- View past messages or notes

- Add value, assign users, or tag for follow-up

- Change pipeline stage manually if needed

Step 4: Create Your Own Pipeline (Optional)

1. Go to 'Opportunities' > click 'Settings' (top right gear icon).

2. Click 'Pipelines' > then 'Add New Pipeline'.

3. Name it (e.g., Pressure Washing Jobs), then add stages like (New Quote, Approved, Scheduled, Paid).

4. You can assign specific automations to each stage if needed.

Step 5: Use Bulk Actions (List View Required)

To use bulk actions, you must first switch to List View:

1. Go to the 'Opportunities' tab.

2. In the top-right corner, click the 3-dot menu or 'List View' icon.

3. Now you'll see checkboxes next to each lead.

4. Select multiple leads and apply actions like:

- Move to a different pipeline stage

- Assign to a user

- Add tags

- Delete or update status

This is great for managing leads in batches after events like job completions or promotions.