Use this page when you are looking at a screen and want to know what a box does. Find the screen below, open its article, and read the table called Fields. Every box has its own row: what it does for VisionScaper, what to enter with an example, and the default.

1. What you see: what the screen looks like when you open it.
2. Fields: one row per box, switch or button.
3. Steps: the order to do things in, with the exact buttons to press.
4. Tips and Troubleshooting: the usual mistakes and fixes.

• Screens under Settings in the WordPress menu are for the site owner (an administrator).
• Screens inside the Contractor Hub are for each landscaping company that uses VisionScaper.
• Prices, allowances, margins, plan assignments and point values that ship with VisionScaper are placeholders, not approved. Set your own before you go live.
• Any box that needs a key, secret or token has a matching guide in How to get each API key.

• Settings → VisionScaper: Basics, emails and maps
• Settings → VisionScaper: Customer accounts and sign-in
• Settings → VisionScaper: AI keys and daily limit
• Settings → VisionScaper: Selling extra AI credits
• Settings → VisionScaper: Selling extra library storage
• Settings → VisionScaper: Community switches
• Settings → VisionScaper: Points and rewards
• Settings → VisionScaper: Contractor tools and Twilio
• Settings → VisionScaper: Phone app, voice, walk and autopay switches
• Settings → VisionScaper: Door-to-door map and aerial imagery
• Settings → VisionScaper: Contractor payments and fees
• Settings → VisionScaper: Library packs, photos and recent purchases

• Community screen: overview and totals
• Community: the Needs review table
• Community: the Latest posts table
• Community: Members, Ban, Unban and Give points
• How community moderation actions work
• Contractors screen: approve, suspend or reject applications
• Contractor statuses and the emails they trigger
• Terms editor: the Save terms form
• Terms: formatting codes and how acceptance is recorded
• Records screen: look up a customer
• Records screen: Disputed, Active, Removed and Save
• Appearance screen: status and emergency buttons

• Messaging settings: Texts section
• Messaging settings: Email section
• Messaging settings: Safety section
• Messaging settings: Prices and message packs
• Messaging settings: Businesses waiting for text approval
• AI Receptionist settings: Keys section
• AI Receptionist settings: Prices and packs
• AI Receptionist settings: Privacy and safety
• Marketing settings: Email service and sender
• Marketing settings: Texts and missed calls
• Marketing settings: Costs and limits

• Plans page: billing switch, free trial and trial allowances
• Plans page: what happens when a payment fails
• Plans page: Stripe setup list and the Save and Create buttons
• Plans page: plan names, taglines, badge, included lists, prices and Stripe IDs
• Plans page: the limit rows (credits, storage, customers, employees and more)
• Plans page: the feature switch rows (checkboxes per plan)
• Plans page: the Contractors table and owner actions
• Entitlements page: how VisionScaper decides who may do what
• Entitlements page: how to read the plan matrix (feature registry)
• Entitlements page: Plan matrix number boxes (limits and monthly allowances)
• Entitlements page: Plan matrix checkboxes (feature switches)
• Entitlements page: Prices & upgrade destination
• Entitlements page: give one account a feature or take it away
• Entitlements page: the catch-up window
• Entitlements page: Audit log and Recent refusals
• View as customer: test the Hub on any plan or billing state

• Settings → Business profile: every field
• Settings → Appearance & layout: scope, search and Look tab
• Settings → Appearance & layout: Colors tab (all 33 colors)
• Settings → Appearance & layout: Text and Shape & spacing tabs
• Settings → Appearance & layout: Layout tab
• Settings → Appearance & layout: save, publish, history and site controls
• Settings → Social & gallery: links and work gallery
• Settings → Services: templates list, versions and job profit
• Service template editor: every field
• Settings → Show me & tools: Simple/Full and ten tool switches
• Settings → Costs & markups: every cost, markup and tax box
• Settings → Price book: beds, stone, edging, sod, seed, grading, delivery, cleanup
• Settings → Price book: pavers, gravel path, retaining wall, boulders, fence
• Settings → Price book: plants, removals, landscape lighting
• Settings → Terms & payments: proposal terms and payment schedule
• Hub Settings: groups, tabs and the search box

• Settings → Follow-up plan: every field explained
• Settings → Invoice design: look, sections and details
• Settings → Invoice design: default content and reminder plan
• Settings → Get paid online: Stripe, Instant Payout and text messages
• Settings → Crew, team & hours: crew list, private notes and working hours
• Settings → Crew, team & hours: team permissions grid
• Settings → Messages & alerts: the message editor, field by field
• Settings → Messages & alerts: every message and every detail code
• Settings → Reminders: every field explained
• Settings → Intake questions: every field explained
• Settings → Quick replies: every field explained
• Settings → Connected apps: overview and Google Contacts
• Settings → Connected apps: QuickBooks Online and Send to QuickBooks
• Settings → Connected apps: Xero card, field by field
• Settings → Connected apps: Request form, self-booking and spam protection
• Zapier & API keys: Access keys and Alerts to other tools
• Zapier & API keys: the Zapier and How it works tabs
• Current plan, usage and credits: every control explained

• Employee and crew member form, pay rate and permissions
• Vendor and purchase order forms
• Supplier bill form
• Inventory forms: item, count, move, set aside, place, import
• Task form, quick expense and clock-in forms
• Service template form
• Equipment item and maintenance forms
• Checklist (field form) editor
• Marketing campaign, audience and automation forms
• Training course builder and Assign dialog
• Door-to-door house form and Measure property forms
• Customer form: every field
• Property and activity-note forms
• Lead and request intake: Request sources
• Quote builder: customer, design and estimate lines
• Quote builder: customer proposal, payments and terms
• Quote builder: Send for signature and follow-ups
• Job card and job costing fields
• Calendar visit and booking form
• Invoice form: every box

• Designer: Mulch, stone & lawn brush controls
• Designer: Draw beds & patios (Shapes) controls
• Designer: Selected plant or feature panel
• Designer: Scale and eye-level controls
• Designer: Crop, straighten and Adjust controls
• Designer: Measure & zones and the scene bar
• Designer: Plant library search, filters and zone finder
• Designer: Add my own item and Plant ID fields
• Designer: Remove it, Pick the spot and fill controls
• Designer: Design with AI controls
• Designer: Layers, saved versions, My designs and tags
• Designer: Send my design, Share and consultation forms
• Designer: Sign in, create account and My Account fields
• Request quotes: every question in the wizard
• Find a Local Contractor, property photos, reviews and homeowner screens
• Inspiration Board, Community Browser and post fields

• AI Quoter: every field and button
• Hub search box, New button and guided tours
• Customer financing: every setting and button
• Route planner: every field and button
• Website chat: every setting and button
• Security screen: two-step sign-in, history and activity log
• Card reader and Review replies: every field and button
• Public forms: website request form, review page and sign-in code
• AI Receptionist in the Hub: the six setup steps and Settings tab
• AI Receptionist in the Hub: calls, campaigns, safety and do-not-call
• Marketing Safety: consent, sending rules, auto-replies and carrier registration
• Hub Marketing settings: controls, limits, design, reviews and automations
• Field work Settings tab: hours, late jobs, photos, job costing and alerts
• Landscape plan wizard: customer, scope, measurements, scale, site details and style
• Marketing reminders: group-posting rules (Add a group)
• Marketing reminders: personal reminders and the post helper
• Marketing campaigns: template picker, Insert detail, blocks and design extras
• Marketing consent tab: sign-up link, search, ask by text, paste a list, proof
• Training: Assigned list, extra quiz attempts, To check (grading) and certificates
• Training: Talks (toolbox talks), Library procedures and file uploads
• Training: New hires checklists, People (skills, roles) and Reports
• Training settings: reminders, renewals, badges and automatic assignment rules
• Training course builder: step kinds, captions, files, move and remove controls
• Training for employees (My work): practical hand-in, quizzes, procedures, rating, record
• Goals and reviews: every box for goals, progress notes and written reviews
• Company library: documents, who must agree, version notes and reminders
• Equipment, Inventory and Request sources: custom fields, parts note, who did it, search and CSV
• Postcards: audience, card text, QR code, cost approval and settings
• Review request page: star buttons, private feedback box and what happens after
• Site plan editor: toolbar, drawing options and item properties
• Plan wizard steps 3 and 4: bird’s-eye base map and tracing the property
• Plan wizard steps 6, 9 and 10: site photos, designs and generate
• Invoice editor extras: line details, discount label, custom fields, footer and licence line
• Hub customer, quote, job and search boxes: the hint text in each box
• Quick add forms, door-to-door hints and the homeowner property capture
• Search, find and name boxes: message details, intake examples, key name, Xero fields, appearance
• Designer boxes: design name, hardiness zone, spacing, notes, tags, angles and compare slider
• Public pages: proposal sign page, join-the-list page and unsubscribe page
• Website quote shortcode form: Request my quote
• Visitor chat window: Your name, Phone, Email, How can we help, Type a message
• Plant ID: whole plant, leaf, flower, fruit or bark (the organs value)
• Admin pages re-scan: where every remaining input is documented

• API keys: start here, every key and where it goes
• Install and activate the plugin