32 articles

• What VisionScaper is
  A plain-language overview of VisionScaper: the yard designer for homeowners and the Contractor Hub for your business.
• The two entry points: Designer and Contractor Hub
  VisionScaper uses two pages on your site. One is the Designer for visitors, one is the Contractor Hub for contractors only.
• System requirements
  What your WordPress site needs before you install VisionScaper: versions, https, browsers and optional outside accounts.
• Install and activate the plugin
  Upload the VisionScaper zip in WordPress, activate it, and confirm the Settings link appears.
• Add the shortcodes and create your pages
  Create a Designer page and a Contractor Hub page, and learn the shortcode options and the link tricks that open the app.
• WordPress settings: business name, email and region
  The Basics section of Settings → VisionScaper: business name, short name, website, home region and where designs and leads are emailed.
• WordPress settings: maps, routing and imagery
  Add Google Maps keys, an optional OSRM server, door-to-door map tiles and bird's-eye imagery settings.
• Accounts and sign-in: email, Google and Facebook
  How customers and contractors create accounts, and how to turn on Continue with Google and Continue with Facebook.
• AI keys and daily limits
  Where to paste the Black Forest Labs, fal.ai and Pl@ntNet keys, and how the per-customer daily AI limit works.
• Selling extra AI credits and storage
  Connect Stripe, set the webhook, and define credit packs and storage packs your customers can buy.
• Community, points and rewards settings
  Turn the member community on, set moderation, and tune the points members earn and the rewards they can redeem.
• Contractor tools, texting and payments settings
  The Contractors section of Settings → VisionScaper: turn on the Hub, add Twilio for texts, set Stripe Connect options and push notifications.
• First-run guide, sample data and tutorial
  Use the six-step Get started guide in the Hub, try sample data, and open the designer tutorial and step bar.
• Hub Settings: the five groups, 17 tabs and the search box
  How Contractor Hub Settings is organized, which tab holds what, and how to jump to any setting by name.
• Settings: Business profile
  Fill in the Business profile tab: name, contact details, license, service area, services and logo.
• Settings: Appearance & layout
  Change colors, fonts, spacing and screen layout for yourself, your business or the whole site, with readability checks, undo and history.
• Settings: Social & gallery and Services
  Add your social and review links, upload a work gallery, and find where your reusable service templates live.
• Settings: Show me & tools (Simple or Full)
  Choose Simple or Full, and switch ten advanced tools on or off without deleting anything.
• Settings: Costs & markups
  Enter your labor cost, overhead, markups or target margin, sales tax, deposit and quote expiry so quotes price correctly.
• Settings: Price book
  Set your supplier costs and production rates for the items the automatic estimate uses, or reset to defaults.
• Settings: Terms & payments and Follow-up plan
  Write the terms shown above the signature, set the default payment schedule, and edit the follow-up plan used when you send a quote.
• Settings: Invoice design
  Design how your invoices look and what they say, with a live preview, sections, default notes, tax, due days and a reminder plan.
• Settings: Get paid online (Stripe) and text messages
  Connect your own Stripe account so customers can pay deposits and invoices by card or bank, and see whether texting is on.
• Settings: Crew, team & hours
  Add your field employees with roles and crews, link them to their accounts, and set your normal working hours.
• Team roles and permissions
  What Manager, Crew leader and Crew can do by default, and how to change each permission on the Team permissions grid.
• Settings: Messages & alerts and Reminders
  Edit the wording of every automatic message, choose email, text or in-app, and set when appointment reminders go out.
• Settings: Intake questions and Quick replies
  Add your own questions to the homeowner request form and save quick replies you can drop into any conversation.
• Settings: Connected apps (Google Contacts, QuickBooks, request form)
  Connect Google Contacts and QuickBooks Online, and put the request form and self-booking on your website.
• Plans, billing, credits and usage ("Current plan")
  How the Hub's plan page works: free trial, choosing a plan, usage bars, AI credits, failed payments, exports, and the owner's plan tools.
• Contractor approval (for the site owner)
  How contractor applications arrive, how to approve, suspend or reject them, and what the applicant sees.
• Caching and minify exclusions
  Two exclusions that keep VisionScaper working when you use a caching or minify plugin: its JavaScript and its REST routes.
• WP-Cron, backups and updates
  Make sure follow-ups and reminders run on time, back up before upgrading, and upgrade by installing over the old version.