164 articles

• Start here: every admin screen, step by step
  A map of every WordPress and Contractor Hub screen in VisionScaper, with a link to the step-by-step article that explains each box and what it does.
• Settings → VisionScaper: Basics, emails and maps
  Every field in the Basics block: your name, home region, notification email, email switches and map or routing keys.
• Settings → VisionScaper: Customer accounts and sign-in
  Set free storage per customer and the Google and Facebook sign-in keys.
• Settings → VisionScaper: AI keys and daily limit
  Every field in the AI block: Black Forest Labs, fal.ai, vision model, Pl@ntNet and the daily AI limit.
• Settings → VisionScaper: Selling extra AI credits
  Set up the Stripe-powered store where customers buy more AI credits.
• Settings → VisionScaper: Selling extra library storage
  Turn on the one-time storage store and set your storage packs.
• Settings → VisionScaper: Community switches
  The community on/off, member emails, AI picture checks and report threshold.
• Settings → VisionScaper: Points and rewards
  Set how many points each community action earns and what points can be traded for.
• Settings → VisionScaper: Contractor tools and Twilio
  Switch on the Contractor Hub, set approval, and add Twilio text-message details.
• Settings → VisionScaper: Phone app, voice, walk and autopay switches
  Expo push token and three off-by-default switches for the phone app.
• Settings → VisionScaper: Door-to-door map and aerial imagery
  Choose map tiles for the door-to-door map and the imagery service outside Connecticut.
• Employee and crew member form, pay rate and permissions
  The Team form (name, role, availability, internal cost per hour), the Settings crew row with private notes, and the role permission grid.
• Vendor and purchase order forms
  Add a vendor, create a purchase order, send it, receive deliveries and attach a vendor bill.
• Supplier bill form
  Enter a supplier bill, approve it and record payments against it.
• Inventory forms: item, count, move, set aside, place, import
  Every box in the stock item, count/change, move, set-aside, place and CSV import dialogs.
• Task form, quick expense and clock-in forms
  The Add a task dialog, the + menu's New task, New expense and Clock in pop-ups, and the expense approval boxes.
• Service template form
  Every section of the New service template / Edit template pop-up: pricing, labor, materials, scheduling, customer messages, crew instructions and automations.
• Equipment item and maintenance forms
  Add equipment, set its meter and maintenance tasks, log a service, update readings and set reminders.
• Checklist (field form) editor
  Every box when you create or edit a checklist the crew completes on a visit.
• Marketing campaign, audience and automation forms
  Every box in the campaign editor (channel, audience, message blocks, design, schedule, A/B test) and in the automation steps and wording editor.
• Training course builder and Assign dialog
  Every box in the course builder (about the course, steps, quizzes, publishing) and the Assign dialog.
• Settings → VisionScaper: Contractor payments and fees
  Set processing rates and turn bank (ACH) and Instant Payouts on or off.
• Door-to-door house form and Measure property forms
  The house visit form on the Door-to-door map, and the Measure property steps (address, area name and kind, roof pitch, notes, new contact).
• Designer: Mulch, stone & lawn brush controls
  Every control on the Mulch, stone & lawn tab: mode, brush size, softness, opacity, photo shadows, 3D depth, perspective and the material picker.
• Designer: Draw beds & patios (Shapes) controls
  Every control for the Shapes tool and for editing a shape you already drew: outline style, fill, width, wall height, edging, material, opacity.
• Designer: Selected plant or feature panel
  Every control in the panel that opens when you tap a plant or feature: age, move, size, turn and flip, copies, order, blend, shadow and layer.
• Designer: Scale and eye-level controls
  Every control on the Scale tab: Set it up for me, the 6-ft people check, measuring a known object, the tape, and the bird’s-eye map scale.
• Designer: Crop, straighten and Adjust controls
  Every control for Crop & straighten (angle, perspective, crop box, ratios) and for the Adjust sliders and presets.
• Designer: Measure & zones and the scene bar
  Every control for Measure & zones, plus the bar under the picture: season, See it grow, day or night, sunlight, original photo.
• Designer: Plant library search, filters and zone finder
  Every control for finding plants: search box, categories, Start with a goal, all filter groups, sort, hardiness zone and Find my hardiness zone.
• Designer: Add my own item and Plant ID fields
  Every control for turning a photo into a library item: cut-out tools, naming, linking to a library plant, size, and Plant ID.
• Designer: Remove it, Pick the spot and fill controls
  Every control in the Remove it and Pick the spot tabs: guided removal buttons, weed finder, selection tools, refine, save and fill.
• Settings → VisionScaper: Library packs, photos and recent purchases
  Install photo packs, upload library photos and read the recent purchases table.
• Designer: Design with AI controls
  Every control in Design with AI: the request box, microphone, idea chips, keep-the-same chips, Guided wizard, review buttons and result buttons.
• Designer: Layers, saved versions, My designs and tags
  Every control for the Layers window, saved versions with approval, design and view names, and the My designs page with tags.
• Designer: Send my design, Share and consultation forms
  Every field in the Send my design form, the Request a design consultation and Ask a question forms, and the Share window.
• Designer: Sign in, create account and My Account fields
  Every field in the sign-in and create-account window, the profile window, My Account tiles and the AI credits and storage windows.
• Request quotes: every question in the wizard
  Every screen and field of the Request quotes wizard, from who gets it to review and send.
• Find a Local Contractor, property photos, reviews and homeowner screens
  Every filter and input in Find a Local Contractor, the property photo steps, leave a review, messages, appointments and Ask for more work.
• Inspiration Board, Community Browser and post fields
  Every control in the Inspiration Board, community feed filters, post and comment boxes, ratings, profile editing and message alerts.
• AI Quoter: every field and button
  Field-by-field guide to the AI Quoter screen: customer, property, design, job description, draft review and saving a draft quote.
• Hub search box, New button and guided tours
  How the search box and New menu in the Contractor Hub header work, plus the guided tour offer and the Tours & tips window.
• Customer financing: every setting and button
  Field-by-field guide to the Customer financing screen: lender link, example rate, loan lengths, wording, lender results and payment estimates.
• Community screen: overview and totals
  What the Settings → VisionScaper Community screen shows at the top and how its sections fit together.
• Route planner: every field and button
  Field-by-field guide to the Route planner: day, crew, start, stops, vehicle and fuel, crew cost, lunch, fixed stop and calendar update.
• Website chat: every setting and button
  Field-by-field guide to Website chat: replies, look, open hours, AI first reply, privacy, the snippet and the WordPress option.
• Security screen: two-step sign-in, history and activity log
  Field-by-field guide to the Security screen: authenticator setup, recovery codes, manager rule, team reset, sign-in history and the activity log.
• Card reader and Review replies: every field and button
  Field-by-field guide to two Hub screens: Card reader (setup, payment request, record a payment) and Review replies (add, draft, approve, copy).
• Public forms: website request form, review page and sign-in code
  Every box on the visitor request form, the star-rating and private feedback page, and the two-step code box on the WordPress sign-in page.
• AI Receptionist in the Hub: the six setup steps and Settings tab
  Every field in the AI Receptionist six-step setup and Settings tab: business, services, voice, greeting, what to collect and phone number.
• AI Receptionist in the Hub: calls, campaigns, safety and do-not-call
  Every field on the AI Receptionist Calls list, Campaigns form, Safety settings, do-not-call list, delete-a-number box and record of changes.
• Marketing Safety: consent, sending rules, auto-replies and carrier registration
  Every field in the Hub's Marketing text and email safety tools: consent forms, list import, carrier registration, sending rules, auto-replies, AI notice and A/B tests.
• Hub Marketing settings: controls, limits, design, reviews and automations
  Every switch and box in the Hub's Marketing controls, sending limits, links, email and text design, review requests and automation modes.
• Field work Settings tab: hours, late jobs, photos, job costing and alerts
  Every field on the Field work Settings tab: time zone, week start, forgotten timers, activity list, late jobs, photo rules, job costing and alerts.
• Community: the Needs review table
  Review hidden or reported posts and comments, then Keep, Remove or Ban the member.
• Landscape plan wizard: customer, scope, measurements, scale, site details and style
  Every input in the Landscape plans wizard steps 1, 2, 5, 7 and 8, plus the typed measurements and survey scale boxes.
• Community: the Latest posts table
  Hide, restore or remove the 30 newest community posts.
• Marketing reminders: group-posting rules (Add a group)
  Every box in the Add a group form that reminds you when a Facebook or Nextdoor group allows business posts.
• Marketing reminders: personal reminders and the post helper
  Every box in New reminder and in the Copy post and open group helper, with repeat rules and early-reminder choices.
• Marketing campaigns: template picker, Insert detail, blocks and design extras
  The New campaign picker and the extra boxes in the campaign editor: alt text, link, offer, banner photo, AI brief and design choices.
• Marketing consent tab: sign-up link, search, ask by text, paste a list, proof
  Every control on the Consent tab: the join link and QR code, search and filters, Ask selected by text, bulk paste and proof of consent.
• Training: Assigned list, extra quiz attempts, To check (grading) and certificates
  Every control on the Assigned and To check tabs: the filter, More, extra attempt, grading, practical tasks, approve and revoke certificates.
• Training: Talks (toolbox talks), Library procedures and file uploads
  Every box for toolbox talks and attendance, procedures with read confirmations, crew how-to approvals and uploaded course files.
• Training: New hires checklists, People (skills, roles) and Reports
  Every box on the New hires, People and Reports tabs: checklist items, who ticks, giving a checklist, recording a skill you watched, report types.
• Training settings: reminders, renewals, badges and automatic assignment rules
  Every switch and box on the Training Settings tab, including the pause switch, reminder days, renewals and the rule form.
• Training course builder: step kinds, captions, files, move and remove controls
  The builder controls the main training form article leaves out: step kinds, section and step movers, text toolbar, captions, uploads, language, question kinds.
• Training for employees (My work): practical hand-in, quizzes, procedures, rating, record
  Every box an employee sees in My work → Training: hand in work with a photo, answer quizzes, acknowledge, search procedures, rate, language and record.
• Community: Members, Ban, Unban and Give points
  Ban or unban members and give or take away bonus points from the Members table.
• Goals and reviews: every box for goals, progress notes and written reviews
  Fields for goals, progress notes and the review life cycle: draft, share, employee confirms, sign off; scores on six fixed items.
• Company library: documents, who must agree, version notes and reminders
  Every box in the Company library: search, new document, What changed note, who must read and agree, status and reminders.
• Equipment, Inventory and Request sources: custom fields, parts note, who did it, search and CSV
  Plain-language detail for the equipment custom fields, parts and oil note, who did it, stock search, Other note, CSV import and pasted request email.
• Postcards: audience, card text, QR code, cost approval and settings
  Every box on the Postcards screen: who gets a card, the town list, headline and offer, QR landing page, approval, budget caps, return address and print account keys.
• Review request page: star buttons, private feedback box and what happens after
  What a customer sees on the review page, the private feedback box (fb) and name box (nm), and what VisionScaper does with each answer.
• How community moderation actions work
  A plain list of every Community action, what changes behind it and what members see.
• Site plan editor: toolbar, drawing options and item properties
  Every box in the site plan drawing editor: view options, backdrop, the item panel and the properties for each kind of item.
• Plan wizard steps 3 and 4: bird's-eye base map and tracing the property
  Every control in Landscape plan wizard step 3 (Bird's-eye base map) and step 4 (Trace the property), including survey scale and the zoom buttons.
• Plan wizard steps 6, 9 and 10: site photos, designs and generate
  Every button and prompt in Landscape plan wizard step 6 (Site photos), step 9 (Designs) and step 10 (Generate and review).
• Invoice editor extras: line details, discount label, custom fields, footer and licence line
  The small invoice boxes that are easy to miss: line Details, Discount label, custom field rows, and the footer and licence lines.
• Hub customer, quote, job and search boxes: the hint text in each box
  The grey example text inside Hub customer, quote, visit and profile boxes, and what each box does.
• Quick add forms, door-to-door hints and the homeowner property capture
  The + menu forms (expense, task, clock in), the door-to-door house hints, and the homeowner property capture steps.
• Search, find and name boxes: message details, intake examples, key name, Xero fields, appearance
  Small boxes in message editing, intake questions, API keys, Xero and Appearance that are easy to overlook.
• Designer boxes: design name, hardiness zone, spacing, notes, tags, angles and compare slider
  Name, zone, repeat spacing, notes, tag, angle, address and before/after slider boxes in the customer-side designer.
• Public pages: proposal sign page, join-the-list page and unsubscribe page
  The boxes customers see when they sign a proposal, join your list, or unsubscribe.
• Website quote shortcode form: Request my quote
  The boxes of the

  Get a free design & quote

  Start with your address. We’ll walk you through a few photos of your yard so your design and quote are accurate.

  Property address Town Your name Email Phone What would you like done?

  Request my quote 🎨 Design it with VisionScaper first

  design-and-quote form for your website.
• Contractors screen: approve, suspend or reject applications
  Review contractor applications and press Approve, Suspend or Reject.
• Visitor chat window: Your name, Phone, Email, How can we help, Type a message
  What website visitors see in the chat window and what each box does.
• Plant ID: whole plant, leaf, flower, fruit or bark (the organs value)
  The part-of-plant buttons in Plant ID and how they become the organs value.
• Admin pages re-scan: where every remaining input is documented
  Map of the WordPress admin screens and the article that covers each input.
• Contractor statuses and the emails they trigger
  What Pending, Approved, Suspended and Rejected mean and which emails are sent.
• Terms editor: the Save terms form
  Edit your Terms of Service text, save it, or reset to the VisionScaper default.
• Terms: formatting codes and how acceptance is recorded
  The simple formatting codes, the {brand} placeholder and what VisionScaper records when people accept.
• Records screen: look up a customer
  Search contractor-only customer records by email or phone.
• Records screen: Disputed, Active, Removed and Save
  Change a customer record's status and add a reason.
• Appearance screen: status and emergency buttons
  The WordPress Appearance screen shows the site look status and four emergency reset buttons.
• Messaging settings: Texts section
  Every field in the Texts section of Settings → VisionScaper Messaging: Twilio or Telnyx, failover and Telnyx keys.
• Messaging settings: Email section
  Every field in the Email section of Settings → VisionScaper Messaging: Resend, SendGrid and Amazon SES keys, secrets and region.
• Messaging settings: Safety section
  Every field in the Safety section: kill switch, approval requirements, message hiding, retention and monthly caps.
• Messaging settings: Prices and message packs
  Every field in the Prices section: cost per message, margin and the four message packs. All values are placeholders.
• Messaging settings: Businesses waiting for text approval
  How to record carrier answers for each business that submitted its Get ready to text form (A2P 10DLC details).
• AI Receptionist settings: Keys section
  Every key and webhook box on Settings → VisionScaper AI Receptionist: Retell, Vapi, Bland, voice and phone keys.
• AI Receptionist settings: Prices and packs
  Every price field: provider cost per minute, margin, overage, monthly limit and minute packs. All values are placeholders.
• AI Receptionist settings: Privacy and safety
  The retention, number-hiding and kill switch fields on the AI Receptionist settings page.
• Marketing settings: Email service and sender
  Every field in Health and Email service on Settings → VisionScaper Marketing: Postmark, stream, from address, sender name, webhook.
• Marketing settings: Texts and missed calls
  The marketing-text notes, missed-call text-back switch and contractor number boxes on the Marketing settings page.
• Marketing settings: Costs and limits
  The cost per text, cost per email and messages-per-run fields, plus the Save buttons on the Marketing page.
• Plans page: billing switch, free trial and trial allowances
  Turn contractor billing on, set the free trial length, trial plan, phone check and the smaller trial allowances.
• Plans page: what happens when a payment fails
  Set the day each stage starts, what pauses, the suspension day, fair-use alert and data-retention period.
• Plans page: Stripe setup list and the Save and Create buttons
  Follow the Stripe setup list, copy the webhook address, and use Save plans and Create these plans in Stripe.
• Plans page: plan names, taglines, badge, included lists, prices and Stripe IDs
  Every identity and price row in the plan table, one column per plan.
• Plans page: the limit rows (credits, storage, customers, employees and more)
  Every numeric limit row in the plan table, what it counts, and how to set unlimited.
• Plans page: the feature switch rows (checkboxes per plan)
  Every on/off feature row in the plan table, what each switch turns on, and how to set it.
• Plans page: the Contractors table and owner actions
  Read the revenue line and per-contractor rows, and use Extend trial, Comp, Suspend, Restore and the other owner actions.
• Entitlements page: how VisionScaper decides who may do what
  The order of checks behind every yes or no, the error codes, billing banners and the monthly usage counters.
• Entitlements page: how to read the plan matrix (feature registry)
  What each column, group heading, kind, cost and cell in the Plan matrix means, with the full list of 52 entries.
• Entitlements page: Plan matrix number boxes (limits and monthly allowances)
  Each numeric row of the Plan matrix, how to type a value or unlimited, and how to save with a reason.
• Entitlements page: Plan matrix checkboxes (feature switches)
  Each on/off row of the Plan matrix, how to tick it for a plan, and what the built-in and not-built rows mean.
• Entitlements page: Prices & upgrade destination
  Approve plan prices so visitors can see them, and set where the See plans button leads.
• Entitlements page: give one account a feature or take it away
  Set a single contractor account override for a switch or limit, with an end date and a required reason, and clear it.
• Entitlements page: the catch-up window
  Let accounts that subscribed before today keep Route Optimizer and job costing until a date you choose.
• Entitlements page: Audit log and Recent refusals
  Read the two tables at the bottom: every plan, price, override and window change, and why a request was refused.
• View as customer: test the Hub on any plan or billing state
  Use the View as customer button on the Contractor Hub to see what a customer on any plan or payment state would see.
• Settings → Business profile: every field
  Every box on the Business profile tab of Hub Settings: name, contact, licence, address, service radius, services and logo.
• Settings → Appearance & layout: scope, search and Look tab
  Every control at the top of Appearance & layout and on its Look tab: scope, mode, 13 ready-made looks, brand colors, tint and AI theme.
• Settings → Appearance & layout: Colors tab (all 33 colors)
  Every color swatch on the Colors tab with what it colors, plus the area color-coding switch.
• Settings → Appearance & layout: Text and Shape & spacing tabs
  Every control for font, text size, line height, corners, borders, shadow, spacing, icon size and animation speed.
• Settings → Appearance & layout: Layout tab
  Every control on the Layout tab: eight arrange sheets, pin, hide, phone order, assistant, recommendation and eight presets.
• Settings → Appearance & layout: save, publish, history and site controls
  Preview on devices, save draft, publish with report, history, saved themes and the site owner locks and permissions.
• Settings → Social & gallery: links and work gallery
  Every box on the Social & gallery tab: eight social links with Show and Test, the live preview and the 60-photo work gallery.
• Settings → Services: templates list, versions and job profit
  The Services tab button, the Services screen, archive and default actions, version history with compare and restore, and the Job profit report.
• Service template editor: every field
  Every input in the service template form: pricing, labor, materials, scheduling, messages, checklist, automations and version note.
• Settings → Show me & tools: Simple/Full and ten tool switches
  The Simple or Full choice and the ten switches (Payroll export to AI marketing) that show or hide advanced tools.
• Settings → Costs & markups: every cost, markup and tax box
  Labor cost, overhead, minimum job, mobilization, pricing method, seven markups, target margin, sales tax, deposit, rounding and quote validity.
• Settings → Price book: beds, stone, edging, sod, seed, grading, delivery, cleanup
  Every price-book number for mulch, stone, new beds, edging, sod, seed, grading, delivery and final cleanup, with what each does.
• Settings → Price book: pavers, gravel path, retaining wall, boulders, fence
  Every price-book number for pavers, gravel path, retaining walls, boulders and fences, with what each does.
• Settings → Price book: plants, removals, landscape lighting
  Every price-book number for plant types, removals and landscape lighting, including the three-number boxes.
• Settings → Terms & payments: proposal terms and payment schedule
  The proposal terms box, its seven standard lines and every row, button and field of the default payment schedule.
• Hub Settings: groups, tabs and the search box
  How the Hub Settings screen is organised into five groups and 17 tabs, how its search box works, and which article covers each tab.
• Settings → Follow-up plan: every field explained
  Field-by-field guide to the default follow-up plan used every time you send a quote.
• Settings → Invoice design: look, sections and details
  Field-by-field guide to the invoice logo, layout, colour, font, section order, columns and details toggles.
• Settings → Invoice design: default content and reminder plan
  Field-by-field guide to invoice notes, payment text, tax, due days, custom fields and the default reminder plan.
• Settings → Get paid online: Stripe, Instant Payout and text messages
  Field-by-field guide to the Stripe connection buttons, Instant Payout box and the text-messages status card.
• Settings → Crew, team & hours: crew list, private notes and working hours
  Field-by-field guide to adding crew members, the private notes box and your normal working day.
• Settings → Crew, team & hours: team permissions grid
  Every one of the 38 permission checkboxes for Manager, Crew leader and Crew, with defaults and what each allows.
• Settings → Messages & alerts: the message editor, field by field
  How to edit any automatic message or alert: on/off, channels, subject, email, text, timing, quiet hours, test and reset.
• Settings → Messages & alerts: every message and every detail code
  The full catalog of 28 automatic messages and alerts with trigger, starting channels, and all 55 detail codes.
• Settings → Reminders: every field explained
  Field-by-field guide to appointment reminders for customers and for you, the notify switch, and your calendar link.
• Settings → Intake questions: every field explained
  Field-by-field guide to adding your own questions to the homeowner request form, per service.
• Settings → Quick replies: every field explained
  Field-by-field guide to saving one-tap answers you reuse in any conversation.
• Settings → Connected apps: overview and Google Contacts
  Field-by-field guide to the Google Contacts card on the Connected apps tab, from keys to sync buttons.
• Settings → Connected apps: QuickBooks Online and Send to QuickBooks
  Field-by-field guide to the QuickBooks Online card, the Security key, and the Send to QuickBooks money-sync card.
• Settings → Connected apps: Xero card, field by field
  Field-by-field guide to the Xero card: keys, connect, organisation, account codes, automatic sending and retries.
• Settings → Connected apps: Request form, self-booking and spam protection
  Field-by-field guide to the Request form for your website card: on switch, services, photos, self-booking and Turnstile.
• Zapier & API keys: Access keys and Alerts to other tools
  Field-by-field guide to making access keys and adding, testing and managing alerts that tell other tools what happened.
• Zapier & API keys: the Zapier and How it works tabs
  The read-only addresses on the Zapier and How it works tabs, what each is for, and how to use them with a key.
• Current plan, usage and credits: every control explained
  Field-by-field guide to the Current plan screen: trial, plan choice, card, cancel, usage, exports and AI credits.
• Customer form: every field
  What each box on the Add customer / Edit customer form does and what to type.
• Property and activity-note forms
  The small forms for adding a property, property photo, property notes and logging a call or note.
• Lead and request intake: Request sources
  The boxes and buttons for bringing Angi, Thumbtack and similar requests into the Hub as customers marked as leads.
• Quote builder: customer, design and estimate lines
  Every box in the first half of the quote: project name, customer, design pictures, sections and cost lines.
• Quote builder: customer proposal, payments and terms
  The Customer proposal tab: introduction, scope text, price display, payment schedule with deposit, terms and expiry date.
• Quote builder: Send for signature and follow-ups
  The send pop-up and the automatic follow-up editor: recipients, channel, wording, attachments, dates and shortcodes.
• Job card and job costing fields
  The Job card on a signed quote (actual costs, photos, public profile tick), crew and time changes, and the Field work job-costing settings.
• Calendar visit and booking form
  Every box on the Schedule a visit pop-up: customer, type, date, length, crew, status, service block and repeats.
• Invoice form: every box
  The New invoice / Edit invoice pop-up: customer, type, dates, repeats, lines, discount, tax, notes, reminders and sending.