# Tack

> Run your business by text. An assistant you text from your phone. It books jobs, logs visits and sends invoices in the business tools you already use.

## Docs

- [Introduction](https://asktack.com/docs.md): Run your business from a text thread. Connect your tools, send a request, and let the assistant handle the data entry.
- [Using it in a group chat](https://asktack.com/docs/group-chats.md): Add Tack to your crew's iMessage group so anyone there can ask about today's jobs and addresses, while only you and your team can change anything. How to add it, how people talk to it, what everyone can see, and how to mute or remove it.
- [Integration setup checklist](https://asktack.com/docs/integration-setup.md): Setup steps for 21 planned integrations, with developer tasks, customer authorization, write-access tests and vendor approval requirements.
- [Internal advertising reporting](https://asktack.com/docs/internal-advertising.md): How authorized staff monitor acquisition, import advertising spend, and interpret activation cohorts.
- [Inviting your team and friends](https://asktack.com/docs/inviting-your-team.md): Add a crew member by text or from the Team page, and share your personal invite link with other contractors. Invites always go out from your own phone. What a new member can do on day one, and how seats and prices work.
- [Use Siri and the share sheet](https://asktack.com/docs/siri-and-share-sheet.md): Two iPhone Shortcuts that text the assistant for you. Talk to it through Siri, or send a photo, PDF, file or link from any app's share sheet with a note. How to install them, plus location automations you set up yourself.
- [Working with people you trust](https://asktack.com/docs/trusted-people.md): Connect with a sub, a crew lead or a title company who also uses Tack, then ask them questions, see when they're free and send them files, each through your own assistant. How to add someone, what they can and can't see, and how to stop sharing.
- [Your weekly recap](https://asktack.com/docs/weekly-recap.md): The Friday picture of what the assistant got done for you that week, how to ask for it any time, and how to move it or turn it off.
- [Getting started](https://asktack.com/docs/getting-started.md): Sign up by texting us from your phone, finish a one-minute profile, and connect your first tool.
- [Signing in](https://asktack.com/docs/signing-in.md): Tap Text to sign in, send the message your phone opens, and say yes when we text back. If you've texted us before, you can ask for a 6-digit code instead.
- [How it works](https://asktack.com/docs/how-it-works.md): What the assistant does on its own, what it asks you to confirm first, how undo works, and what it can't do.
- [Confirmations and undo](https://asktack.com/docs/confirmations-and-undo.md): Which requests the assistant asks about first, how long an approval waits, and how to undo by texting "undo".
- [English and Spanish](https://asktack.com/docs/languages.md): The assistant texts in English or Spanish. How it picks your language, how to switch, and the Spanish keywords.
- [Texting photos](https://asktack.com/docs/photos.md): Text jobsite photos with a line saying which job they're for, and the assistant files them on the right CompanyCam project. How it works, when it asks first, and how long photo links last.
- [Picture cards and receipts](https://asktack.com/docs/cards.md): The small picture cards the assistant sends next to some texts, what's on them, how to turn receipt cards on or off, and what link previews show.
- [Your account dashboard](https://asktack.com/docs/account-dashboard.md): What each tab of the account website does, who can see what, how invites work, plan changes, the free trial and what counts as a task.
- [Connecting your tools](https://asktack.com/docs/connecting-your-tools.md): Connect a business tool by tapping a link, company tools versus personal ones, disconnecting by text or on the website, and what disconnecting does.
- [Tell us which tools you use](https://asktack.com/docs/your-tools.md): Ask "do you work with ServiceTitan?" by text, or pick your tools during setup or on the dashboard. You get an honest answer, and we build the most-requested connections first.
- [Saved logins and sign-in help](https://asktack.com/docs/saved-logins.md): For websites without an API, save a login on a secure page, approve each use from your texts, and finish two-step sign-ins on a live view of the assistant's browser. Coming soon.
- [Get a setup call](https://asktack.com/docs/getting-help/setup-call.md): A short (about 15-minute) screen-share to connect a tool that needs an admin, a specific plan or an API key that's hard to find.
- [Security and privacy](https://asktack.com/docs/security-privacy.md): How tool connections are encrypted, why the AI model never sees your credentials, which AI provider processes your messages, and how long data is kept.
- [FAQ](https://asktack.com/docs/faq.md): Short answers about what the assistant is, which phones and tools it works with, what it's planned to cost, and how your data is protected.
- [Changelog](https://asktack.com/docs/changelog.md): What's new in the assistant and its integrations.

## Integrations

- [DocuSign (Available)](https://asktack.com/docs/integrations/docusign.md): Send agreements from your DocuSign templates or a PDF or photo you text, to one signer or several in order, save a document as a template, check what's signed and what's still out, get the signed copy by text, resend reminders and void envelopes. An owner or admin connects it once for the team.
- [Follow Up Boss (Available)](https://asktack.com/docs/integrations/follow-up-boss.md): Look up contacts, add leads, notes, calls, texts, emails, tasks and tags, move contacts between stages, run action plans and reschedule appointments in Follow Up Boss by text between showings. An owner or admin connects it once for the team.
- [HubSpot (Available)](https://asktack.com/docs/integrations/hubspot.md): Look up contacts and companies, log visits, create tasks and deals, and move deals through your pipeline in HubSpot by text. Each person connects their own HubSpot user.
- [Pipedrive (Available)](https://asktack.com/docs/integrations/pipedrive.md): Look up people and organizations, add contacts, deals, notes and activities, move deals and check today's activities in Pipedrive by text. An owner or admin connects it once for the team.
- [QuickBooks Online (Available)](https://asktack.com/docs/integrations/quickbooks.md): Draft and send invoices and estimates, check who owes you money, record payments and sales, attach receipts, enter bills and see your numbers in QuickBooks Online by text.
- [Housecall Pro (Beta)](https://asktack.com/docs/integrations/housecall-pro.md): Book and move jobs, add notes and charges, make estimates, and check today's schedule and who owes you in Housecall Pro by text. Beta; needs the Housecall Pro MAX plan and an admin's API key.
- [iCloud Calendar & Contacts (Beta)](https://asktack.com/docs/integrations/icloud.md): Add, move and cancel events on your iCloud calendar, check your day, find free time, and look up or add people in your iPhone contacts, all by text. Beta; each person connects their own iCloud with an app-specific password.
- [MaintainX (Beta)](https://asktack.com/docs/integrations/maintainx.md): Close work orders with labor and parts, create work orders and requests from a photo, log meter readings and check part stock in MaintainX by text or voice note. Beta; needs a MaintainX Premium or Enterprise plan.
- [CompanyCam (Built, not open yet)](https://asktack.com/docs/integrations/companycam.md): Text jobsite photos to file them on the right CompanyCam project, start projects, add notes and checklists, and check the latest photos. Built, not open yet; an owner or admin connects it once for the team.
- [Gmail (Built, not open yet)](https://asktack.com/docs/integrations/gmail.md): Send a short email from your own Gmail address by text, always after you confirm. Built, not open yet; each person connects their own Gmail.
- [Google Calendar (Built, not open yet)](https://asktack.com/docs/integrations/google-calendar.md): Check, add, move and cancel events on your Google Calendar by text, and send invites after you confirm. Built, not open yet; each person connects their own Google account.
- [Google Drive (Built, not open yet)](https://asktack.com/docs/integrations/google-drive.md): Text photos and PDFs with a folder name and they land in that folder in your Google Drive. Keep running notes in a Google Doc, get folder links, see what's in a folder and share it, all by text. Built, not open yet; each person connects their own Google account.
- [Granola (Built, not open yet)](https://asktack.com/docs/integrations/granola.md): Ask about your Granola meetings by text, get recaps and action items, and log meetings in your CRM. Built, not open yet; each person connects their own Granola account.
- [Notion (Built, not open yet)](https://asktack.com/docs/integrations/notion.md): Add rows to your Notion trackers, update a status or date, jot notes onto a job page, create pages and read them back, all by text. Built, not open yet; an owner or admin connects it once for the team.
- [Outlook (Built, not open yet)](https://asktack.com/docs/integrations/outlook.md): Send a short email from your own Outlook or Microsoft 365 address by text, always after you confirm. Built, not open yet; each person connects their own mailbox.
- [Procore (Built, not open yet)](https://asktack.com/docs/integrations/procore.md): Fill in the daily log, file jobsite photos, add punch items and observations, and check open RFIs and the schedule in Procore by text. Built, not open yet; an owner or admin connects it once for the team.
- [Salesforce (Built, not open yet)](https://asktack.com/docs/integrations/salesforce.md): Find contacts, leads and accounts, log calls and visits, add notes and tasks, and create and move opportunities in Salesforce by text. Built, not open yet; each rep connects their own Salesforce user.
- [Jobber (Paused)](https://asktack.com/docs/integrations/jobber.md): Book jobs, add clients and notes, close out visits, draft quotes and invoices, and check your schedule in Jobber by text. Connects with one-tap sign-in.
- [ACI (Coming soon)](https://asktack.com/docs/integrations/aci.md): Planned: send inspection details from your texts into ACI appraisal software.
- [Acumatica (Coming soon)](https://asktack.com/docs/integrations/acumatica.md): Planned: look up order history and draft sales orders in Acumatica by text.
- [a la mode TOTAL (Coming soon)](https://asktack.com/docs/integrations/alamode-total.md): Planned: send inspection details from your texts into a la mode TOTAL.
- [Anow (Coming soon)](https://asktack.com/docs/integrations/anow.md): Planned: update orders and inspection status in Anow by text.
- [Autodesk Construction Cloud (Coming soon)](https://asktack.com/docs/integrations/autodesk-construction-cloud.md): Planned: add daily reports, file photos and log issues in Autodesk Construction Cloud (Autodesk Build) by text from the jobsite.
- [Epicor Kinetic (Coming soon)](https://asktack.com/docs/integrations/epicor-kinetic.md): Planned: look up orders and draft sales orders in Epicor Kinetic by text.
- [Epicor Prophet 21 (Coming soon)](https://asktack.com/docs/integrations/epicor-p21.md): Planned: look up orders and draft sales orders in Prophet 21 by text.
- [Fiix (Coming soon)](https://asktack.com/docs/integrations/fiix.md): Planned: close work orders and create requests in Fiix (Rockwell Automation) by text.
- [kvCORE (Coming soon)](https://asktack.com/docs/integrations/kvcore.md): Planned: add leads, log notes and schedule calls in kvCORE (BoldTrail) by text between showings.
- [Limble (Coming soon)](https://asktack.com/docs/integrations/limble.md): Planned: close tasks and work orders and create requests in Limble by text.
- [Mercury Network (Coming soon)](https://asktack.com/docs/integrations/mercury-network.md): Planned: accept orders, update inspection status and upload reports in Mercury Network by text.
- [Mitti (formerly SafetyCulture) (Coming soon)](https://asktack.com/docs/integrations/mitti.md): Planned: log inspections and create actions in Mitti (formerly SafetyCulture) by text and photo. Needs Premium or Enterprise.
- [NetSuite (Coming soon)](https://asktack.com/docs/integrations/netsuite.md): Planned: look up order history, draft sales orders and update customers in NetSuite by text.
- [ServiceTitan (Coming soon)](https://asktack.com/docs/integrations/servicetitan.md): Planned: book and dispatch jobs, check the schedule and close out work in ServiceTitan by text. Requires ServiceTitan approval.
- [UpKeep (Coming soon)](https://asktack.com/docs/integrations/upkeep.md): Planned: close work orders, log downtime and create requests in UpKeep by text. Needs the UpKeep Enterprise plan.

## What the assistant can do, by tool

- [What the assistant can do, by tool](https://asktack.com/docs/actions.md): Every action the assistant can take in each connected tool, with example texts, the API call behind it, and which ones ask first or can be undone.
- [CompanyCam: what the assistant can do](https://asktack.com/docs/actions/companycam.md): Everything the assistant can do in CompanyCam by text: 10 actions, with example texts, the CompanyCam API call behind each one, and which ones ask first or can be undone.
- [DocuSign: what the assistant can do](https://asktack.com/docs/actions/docusign.md): Everything the assistant can do in DocuSign by text: 9 actions, with example texts, the DocuSign API call behind each one, and which ones ask first or can be undone.
- [Follow Up Boss: what the assistant can do](https://asktack.com/docs/actions/follow-up-boss.md): Everything the assistant can do in Follow Up Boss by text: 21 actions, with example texts, the Follow Up Boss API call behind each one, and which ones ask first or can be undone.
- [Google: what the assistant can do](https://asktack.com/docs/actions/google.md): Everything the assistant can do in Google by text: 17 actions, with example texts, the Google API call behind each one, and which ones ask first or can be undone.
- [Granola: what the assistant can do](https://asktack.com/docs/actions/granola.md): Everything the assistant can do in Granola by text: 4 actions, with example texts, the Granola API call behind each one, and which ones ask first or can be undone.
- [Housecall Pro: what the assistant can do](https://asktack.com/docs/actions/housecall-pro.md): Everything the assistant can do in Housecall Pro by text: 9 actions, with example texts, the Housecall Pro API call behind each one, and which ones ask first or can be undone.
- [HubSpot: what the assistant can do](https://asktack.com/docs/actions/hubspot.md): Everything the assistant can do in HubSpot by text: 22 actions, with example texts, the HubSpot API call behind each one, and which ones ask first or can be undone.
- [iCloud: what the assistant can do](https://asktack.com/docs/actions/icloud.md): Everything the assistant can do in iCloud by text: 7 actions, with example texts, the iCloud API call behind each one, and which ones ask first or can be undone.
- [Jobber: what the assistant can do](https://asktack.com/docs/actions/jobber.md): Everything the assistant can do in Jobber by text: 12 actions, with example texts, the Jobber API call behind each one, and which ones ask first or can be undone.
- [MaintainX: what the assistant can do](https://asktack.com/docs/actions/maintainx.md): Everything the assistant can do in MaintainX by text: 9 actions, with example texts, the MaintainX API call behind each one, and which ones ask first or can be undone.
- [Microsoft: what the assistant can do](https://asktack.com/docs/actions/microsoft.md): Everything the assistant can do in Microsoft by text: 7 actions, with example texts, the Microsoft API call behind each one, and which ones ask first or can be undone.
- [Notion: what the assistant can do](https://asktack.com/docs/actions/notion.md): Everything the assistant can do in Notion by text: 8 actions, with example texts, the Notion API call behind each one, and which ones ask first or can be undone.
- [Pipedrive: what the assistant can do](https://asktack.com/docs/actions/pipedrive.md): Everything the assistant can do in Pipedrive by text: 23 actions, with example texts, the Pipedrive API call behind each one, and which ones ask first or can be undone.
- [Procore: what the assistant can do](https://asktack.com/docs/actions/procore.md): Everything the assistant can do in Procore by text: 8 actions, with example texts, the Procore API call behind each one, and which ones ask first or can be undone.
- [QuickBooks Online: what the assistant can do](https://asktack.com/docs/actions/quickbooks.md): Everything the assistant can do in QuickBooks Online by text: 20 actions, with example texts, the QuickBooks Online API call behind each one, and which ones ask first or can be undone.
- [Salesforce: what the assistant can do](https://asktack.com/docs/actions/salesforce.md): Everything the assistant can do in Salesforce by text: 23 actions, with example texts, the Salesforce API call behind each one, and which ones ask first or can be undone.

## Examples by industry

- [Appraisers](https://asktack.com/docs/examples/appraisers.md): Sample threads for appraisers filing inspection photos, updating the calendar and invoicing lenders by text.
- [Construction](https://asktack.com/docs/examples/construction.md): Sample threads for builders and remodelers logging dailies, filing jobsite photos and billing deposits by text.
- [Distributors](https://asktack.com/docs/examples/distributors.md): Sample threads for distributor sales reps checking order history, drafting reorders and logging account visits.
- [Home services](https://asktack.com/docs/examples/home-services.md): Sample threads for HVAC, plumbing and electrical shops using Jobber, QuickBooks and CompanyCam by text.
- [Outside sales](https://asktack.com/docs/examples/outside-sales.md): Sample threads for field sales reps logging visits, updating deals and sending agreements from the car.
- [Plant maintenance](https://asktack.com/docs/examples/plant-maintenance.md): Sample threads for maintenance technicians and supervisors closing work orders and logging inspections by voice note.
- [Real estate](https://asktack.com/docs/examples/real-estate.md): Sample threads for agents sending listing agreements and keeping Follow Up Boss current between showings.

## Industries

- [Home services](https://asktack.com/use-cases/home-services/): Book jobs, close them out and send invoices in Jobber and QuickBooks by texting from the truck.
- [Construction](https://asktack.com/use-cases/construction/): Log the daily, file jobsite photos and bill deposits by text, from the jobsite.
- [Outside sales](https://asktack.com/use-cases/outside-sales/): Log visits, update deals and send agreements in HubSpot, Pipedrive and DocuSign by texting between stops.
- [Real estate](https://asktack.com/use-cases/real-estate/): Send listing agreements and keep Follow Up Boss current by texting between showings.
- [Appraisers](https://asktack.com/use-cases/appraisers/): File inspection photos, keep your calendar current and invoice the lender by text after each inspection.
- [Distributors](https://asktack.com/use-cases/distributors/): Look up order history, draft reorders and log account visits by text, from the customer's counter.
- [Plant maintenance](https://asktack.com/use-cases/plant-maintenance/): Close work orders, deduct parts and log failed inspections by voice note, after the task and off the line.

## Optional

- [Full documentation in one file](https://asktack.com/llms-full.txt)
- [Spanish index (en español)](https://asktack.com/es/llms.txt)
- [Terms of Service (draft)](https://asktack.com/legal/terms/)
- [Privacy Policy (draft)](https://asktack.com/legal/privacy/)
- [Messaging Terms (draft)](https://asktack.com/legal/messaging/)