FAQ

Questions? We’ve Got Answers.

Getting Started

How long does setup take?

15 minutes. We guide you through authorizing your Jobber, Weave, and QuickBooks APIs. Your first report runs automatically within 1 hour.

Do I need a credit card to try it?

No. 14-day free trial, full access, no credit card required.

What if I use different software?

We support Jobber, Weave, QuickBooks, and GoHighLevel. If you use others, email us – we may already have an option or can discuss a custom setup.

Data & Security

What data do you access?

Read-only access to appointments, calls, jobs, revenue, and customer data. We never modify your data or access personal passwords.

Is my data secure?

Yes. Enterprise-grade encryption, SOC2-aligned practices, and 99.9% uptime SLA.

Can I delete my data?

Yes, anytime. We retain backups for 30 days, then permanently delete.

Billing & Support

Can I change plans?

Yes, anytime – we prorate billing if you upgrade or downgrade mid-month.

What’s included in support?

Starter = email support (24h). Pro+ = priority email + Slack. Enterprise = dedicated support + SLA.

Do you offer annual discounts?

Yes, 20% off annual plans.

Using Hot Shot Bot

How often is my data updated?

Dashboard updates every 15 minutes. Reports run on schedule (6 AM, 4 PM, weekly).

Can I customize which KPIs I see?

Starter shows standard KPIs. Pro+ allows custom metric selection. Enterprise is fully custom.

Can I share dashboards with my team?

Yes – Pro+ includes team member access (view-only or editable in Enterprise).