Introduction
Run your business from a text thread. Connect your tools, send a request, and let the assistant handle the data entry.
Tack is an assistant you text. You text it from your phone (iMessage on iPhone, a regular text on Android), the way you’d text someone in the office, and it does the data entry in the business tools you already use. Today that means QuickBooks Online: it drafts invoices and estimates, tells you who owes you money, records payments and enters bills. CRM, e-signature, photo and email tools are coming soon.
There’s no app to install. Everything happens in one text thread, and anything that sends something to a customer, moves money or deletes a record waits for your OK first.
Start here
Section titled “Start here”- Getting started: sign up by texting us from your phone.
- Signing in: text us to sign in, or get a 6-digit code.
- How it works: what the assistant does on its own, what it asks you to confirm, and how to undo.
- Confirmations and undo: what waits for your OK, and how undo works.
- Connecting your tools: connect with a link, disconnect by text or on the website.
- Tell us which tools you use: ask “do you work with…?” and help us pick what to build next.
- Texting photos: send jobsite photos to the right CompanyCam project.
- Saved logins and sign-in help: how the assistant will sign in to websites without an API.
- Your account dashboard: team, roles, invites, plan changes and the free trial.
- English and Spanish: how it picks your language and how to switch.
Integrations
Section titled “Integrations”Each tool has its own page with what the assistant can do there, what plan you need, how to connect it and its known limits. QuickBooks Online works today. HubSpot, Pipedrive, DocuSign, CompanyCam, Gmail and Outlook are coming soon; see the full list.
Examples by industry
Section titled “Examples by industry”Sample threads for home services, construction, outside sales, real estate, appraisers, distributors and plant maintenance. Each page says which parts work today and which are planned.
Getting help
Section titled “Getting help”- Text HELP in your thread at any time.
- Can’t connect a tool on your own? Email support@asktack.com for a short setup call.
- Email support@asktack.com.
These docs are also available as plain Markdown for AI tools: add .md to any docs URL (for example /docs/getting-started.md), or read /llms.txt.