On a narrow window, Play shows the phone screens. A desktop screen is too small to read here.
Home
Home
Your day at a glance: what needs you, what's booked, and what Sophia handled overnight.
the owner1 of 44
Home
Needs your yes
Everything Sophia drafted and is waiting on: a reply, a quote, a follow-up text.
the owner2 of 44
Home
Your week
Your week on one page: what came in, what she handled, what it was worth.
the owner3 of 44
Customers
Inbox
Your inbox: every text, chat and email thread, with Sophia's draft reply ready on each.
the owner4 of 44
Customers
Sophia to Sophia
Your conversations with other businesses and people on the Sophia Network, in one room.
the owner5 of 44
Customers
Calls
Every call Sophia answered for you: who called, what they wanted, and what she did.
the owner6 of 44
Customers
Bookings
Every booking and follow-up she's holding for you, on one calendar.
the owner7 of 44
Customers
Leads
Everyone who reached out and isn't a customer yet, with where each one stands.
the owner8 of 44
Customers
Pipeline
Your sales pipeline: every deal, its stage, and what it's worth if it closes.
the owner9 of 44
Customers
Who matters most
What Sophia knows about each contact: history, preferences, and what they've asked before.
the owner10 of 44
Customers
Import leads
Where you bring in a list of contacts from a spreadsheet or your old system.
the owner11 of 44
Customers
Lead Engine
Your lead engine: the new prospects Sophia found that look like your best customers.
the owner12 of 44
Customers
Memberships
Your members and your membership offers, with who's active, who's lapsing and who's new.
the owner13 of 44
The Square
Your listing
Your listing on the Sophia Network, and the people and businesses reaching you.
the owner14 of 44
Your business
Overview
Your business at a glance: your front door, what Sophia knows, what earns.
the owner15 of 44
Your business
Knowledge
What Sophia knows about your business: services, prices, hours, policies and the usual answers.
the owner16 of 44
Your business
Marketing
Your marketing desk: the posts, emails and campaigns Sophia drafted for the weeks ahead.
the owner17 of 44
Your business
Money
What Sophia brought in: booked jobs, orders and deposits that came through her.
the owner18 of 44
Your business
Workspace
Your trade's own workspace: leads, jobs and follow-ups laid out the way you work.
the owner19 of 44
Your business
Orders
Every order that came through Sophia, with the ones needing your eyes on top.
the owner20 of 44
Your business
Winning more
Where customers say yes and where they drop off, from first contact to booking.
the owner21 of 44
Sophia
Set up Sophia
Sophia's readiness: the levels that get her answering, booking and following up for you.
the owner22 of 44
Sophia
Your industry
Your industry setup: the services, hours and rules that make Sophia sound like your business.
the owner23 of 44
Sophia
How Sophia answers
How Sophia answers your phone: her greeting, your hours, and what she does after hours.
the owner24 of 44
Sophia
Your voice
Your voice: record a sample so Sophia can sound like you.
the owner25 of 44
Sophia
Getting paid
How you get paid: the card processor Sophia takes deposits and invoices through.
the owner26 of 44
Sophia
Connections
Where you link your calendar, your email and the tools you already use to Sophia.
the owner27 of 44
Sophia
Integrations
Integrations: the tools your business already uses, and how Sophia works with each.
the owner28 of 44
Sophia
For your developer
Where a partner's system reaches Sophia: the keys and links other tools use.
the owner29 of 44
Your business
Business details
Your business details, your hours, your people and how Sophia should reach you.
the owner30 of 44
Your business
Team
Your team: who works in your cockpit, and what each person can do.
the owner31 of 44
Your business
Notifications
How Sophia reaches you, and when she waits instead.
the owner32 of 44
Account
Your plan and billing
Your invoices, your card on file, and what you've paid JOOLT so far.
the owner33 of 44
Account
Billing details
Your billing details: your plan's status, your trial and your payment method.
the owner34 of 44
Account
What your plan includes
The plan you're on, exactly what it opens, and what the next one would add.
the owner35 of 44
Account
Plans
Where you move up a plan, seeing what each step opens before you commit.
the owner36 of 44
Account
Help and support
Where you reach the JOOLT team, and the answers to the questions owners ask most.
the owner37 of 44
Account
Guides
Guides to every part of your cockpit, in plain words.
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Account
Custom work
Custom work you asked our team for, with where each request stands.
the owner39 of 44
Account
Ask Sophia about Sophia
Ask Sophia how anything in your cockpit works.
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Account
Take the tour again
The walkthrough: one stop per tab, in the order your cockpit reads.
the owner41 of 44
Account
Refer a business
Your referral link and what each business you bring in earns you.
the owner42 of 44
Account
Sign-in and the app
Signing in: Face ID on your phone, and Sophia on your home screen.
the owner43 of 44
Account
Change history
The record: every call, message and action Sophia took, with the time and the outcome.
the owner44 of 44
Scroll the screen to see all of it, or tap “See the whole screen”. The numbers mark what is on the screen. Tap one and it opens below: what it does and how to use it. A number that leads to another screen takes you there.