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This guide walks a new business owner from sign-up to a working setup that captures and responds to leads. Total time: about 5 minutes.
You sign in to Revenue Sol at app.revenuesol.com. Want to look around first? Try the live demo — no account needed.

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1. Create your account & business

1

Sign up

Go to app.revenuesol.com and create your account. Authentication is handled securely by Clerk.
2

Complete onboarding

A short wizard sets up your workspace:
  • Industry — pick your trade (HVAC, plumbing, cleaning, etc.)
  • Business basics — name, phone, website, and city/state
  • Your goal — reply faster, get more reviews, book more jobs, or automate follow-ups
  • AI sync — Revenue Sol crawls your website to build your AI knowledge base
  • Ready — you land in your dashboard
Adding your website during onboarding lets the AI learn your services, pricing, and FAQs automatically — so its replies sound like your business from day one. See the Knowledge Hub guide.

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2. Connect a phone number

This is the most important step — it lets Revenue Sol send and receive calls and texts.
1

Open Settings → Connectors

Go to Settings → Connectors in the app.
2

Connect Twilio or RingCentral

Choose your provider and follow the secure connect flow. You bring your own account, so calls and texts are billed at carrier cost.
3

Pick a default number

Select the phone number Revenue Sol should use for messaging and calls.

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3. Turn on your AI

AI auto-reply

Let the AI employee answer inbound texts and chats instantly, day or night.

AI voice receptionist

Have the AI answer calls, qualify leads, and book appointments automatically.

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4. Set up how you get paid & reviewed

1

Payments

Enable payments so you can send invoices and text-to-pay links.
2

Reviews

Turn on automatic review requests so every completed job grows your Google rating.

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5. Invite your team

Go to Settings → Team to invite office staff and field crew. Roles control who can see and do what. Field crews can also use the mobile app.

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You’re live 🎉

Your business is now set up to capture leads, respond automatically, schedule jobs, get paid, and grow reviews — all from one platform.

Explore the unified inbox

See how every conversation flows into one place.

Connect more tools

Add Google, QuickBooks, and more.