Which tools come in my app?
You pick your tools when you build: Customers, Deals, Tasks, Quotes, Schedule, Jobs, Invoices, Meetings, Employees, Booking, Front desk and Help center.
Every app has a Website and an Admin panel. You add the other tools when you build your app, under Your tools. Alori picks the usual ones for your trade, and you tap a tool to add or remove it.
Also called: modules, features, outils, modules de l'app, fonctionnalités
The tools
Website: a fast website customers find on Google, built from your current site and made better. You choose it in its own step.
Customers: customers, service addresses, contacts, notes, and email conversations.
Deals: a pipeline from the first website request to a won job. Drag each deal along its stages.
Tasks: the team's to-dos, with priorities, due dates and projects. Alori adds the ones that slip.
Quotes: build quotes from your price list. Customers approve online.
Schedule: a calendar by technician. Drag to reschedule.
Jobs: track each job from booked to done, with photos and signatures.
Invoices: invoice from a finished job and see who still owes you.
Meetings: video visits in the browser, recorded, with an AI summary and transcript of every call.
Employees: your team's details, files and cards in one place. Only you see pay rates.
Booking: share a link and customers pick an open time. You both get an email.
Front desk: a chat on your website. Your bot answers visitors and passes the chat to you when it needs a person.
Help center: answers for your customers on your website. Import them from Intercom or write them here.
Admin panel: team members, roles, and the settings for your business. Every app has it.
Step 1: Pick your tools while you build
On the Your tools screen, tap a tool to turn it on or off, then click Looks good.
Click: tap a tool › Looks good
Good to know
Some tools need another one. Deals, Quotes, Schedule, Jobs and Front desk need Customers, and Invoices needs Jobs. Turning one on turns on what it needs. Turning Customers off turns off the tools that need it.
Employees and Front desk start off. Turn them on if you want them. Front desk's bot uses credits when it answers visitors.
Picked Help center? Alori asks Already have a help center? Pick Intercom to bring your articles over once your app is ready.
Need a tool later? Ask Alori in the chat to add it.
If it doesn't work
Looks good is grayed out. Pick at least one tool.
A tool turned on by itself. It's needed by a tool you picked. For example, picking Invoices turns on Jobs and Customers.