Lupa help¶
Help for the people running a service business on Lupa. Lupa has two roles: admins, who run the business from Lupa Dash in a browser, and technicians, who work their day from Lupa Tech in a browser or from the field app on a phone. The owner of the business is an admin.
New to Lupa¶
- Getting started — where to begin, by role.
- Signing in and your account
- Joining a company you were invited to
- The first-run setup wizard
- Moving to Lupa
- Notifications
If you are an admin¶
- Lupa Dash for admins — a tour of the office view.
- The shared inbox — texts and email with customers.
- Customers — accounts, service locations, pets and site details.
- If you run dispatch — booking, the board, reassigning work, routes and the map.
- Invoicing — invoices, getting paid and QuickBooks.
- Recurring schedules — work that repeats.
- Your team — inviting people and removing access.
- Pricing your work — pricing models and checking a price.
- Settings — your company, your profile, and Lupa billing and your trial.
- Text messaging — registering your number and customer consent.
If you are a technician¶
- For technicians — the browser and the phone.
- Lupa Tech in a browser
- The field app
- Getting the app
Your customers¶
- What your customers see — the consent request, invoice emails, pay links and texts sent in your name.
When something goes wrong¶
- Troubleshooting — fixes you can make yourself.
- Getting help from Lupa