Help Center

Getting Started

Welcome to LayCor! This guide will help you set up your account and start managing your field service business efficiently.

Creating Your Account

1. Visit laycor.com/register to create your account
2. Enter your business name, email, and create a secure password
3. Choose your subscription plan (you can start with a free trial)
4. Complete the onboarding wizard to set up your business profile

Onboarding Wizard

After registration, our smart onboarding wizard will guide you through:

• Business Type Selection: Tell us about your industry and we'll configure the right features
• Feature Customization: Enable or disable features based on your needs
• Branding Setup: Add your logo and customize colors
• Team Setup: Invite your team members
• Payment Configuration: Connect Stripe to accept payments

Dashboard Overview

Your dashboard is the command center for your business. Here's what you'll find:

Customer Management

Keep all your customer information organized in one place.

Adding Customers

Navigate to Customers in the sidebar and click Add Customer. Fill in:

• Contact information (name, email, phone)
• Service address(es)
• Billing information
• Custom notes and tags

Customer Profiles

Each customer profile shows:

• Complete service history
• All invoices and payment status
• Communication history
• Custom fields specific to your industry

Properties & Locations

For customers with multiple service locations, you can add and manage multiple properties. Each property can have its own service schedule and notes.

Booking Management

Schedule and manage all your service appointments efficiently.

Creating Bookings

1. Go to Bookings > Create Booking
2. Select or add a customer
3. Choose the service(s) to be performed
4. Set the date, time, and duration
5. Assign a team member (optional)
6. Add any notes or special instructions

Booking Statuses

• Scheduled: Confirmed and on the calendar
• In Progress: Currently being worked on
• Completed: Job finished successfully
• Cancelled: Job was cancelled

Recurring Bookings

Set up recurring services for regular customers:

• Weekly, bi-weekly, monthly, or custom intervals
• Automatic scheduling of future appointments
• Easy modification of entire series

Invoices & Payments

Bill your customers and track payments seamlessly.

Creating Invoices

Invoices can be created:

• Manually from the Invoices section
• Automatically when a booking is completed
• From an estimate that's been approved

Payment Options

With Stripe integration, your customers can pay:

• Online via payment link (sent by email or SMS)
• In person with card or terminal
• ACH bank transfer
• Record manual/cash payments

Estimates & Quotes

Create professional estimates that customers can approve online. Approved estimates automatically convert to invoices.

Team Management

Manage your staff, assign roles, and track performance.

Adding Team Members

1. Go to Settings > Team
2. Click Invite Member
3. Enter their email and select a role
4. They'll receive an invitation to join your account

Roles & Permissions

• Owner: Full access to everything
• Admin: Manage all aspects except billing
• Manager: View and edit most data
• Technician: View assigned jobs, update status
• Viewer: Read-only access

Dispatch & Scheduling

Use the dispatch board to:

• See all team members' schedules
• Drag and drop to assign jobs
• Track real-time location (with GPS integration)
• Optimize routes for efficiency

Workflow Builder

Automate repetitive tasks with our visual workflow builder (Pro plan and above).

Creating Workflows

1. Go to Workflows in the sidebar
2. Click Create Workflow
3. Choose a trigger event (e.g., "Booking Completed")
4. Add actions to execute (e.g., "Send Email", "Create Invoice")
5. Add conditions for more control
6. Save and activate your workflow

Common Workflow Examples

AI Assistant

Your intelligent helper for running your business (Professional plan and above).

What It Can Do

• Answer Questions: Ask about your business data, customers, revenue, etc.
• Get Insights: "Which customers haven't booked in 3 months?"
• Draft Messages: "Write a follow-up email for John's pool cleaning"
• Business Advice: Get suggestions for improving operations

How to Access

Look for the green chat bubble in the bottom right corner of your dashboard. Click it to open the AI assistant.

Settings

Configure LayCor to work exactly how you need it.

Business Settings

• Company Info: Business name, address, phone, logo
• Hours: Operating hours and timezone
• Services: Define your service offerings and pricing
• Tax Settings: Configure tax rates

Notification Settings

• Email notifications for new bookings, payments, etc.
• SMS notifications configuration
• Customer notification preferences

Features & Add-ons

Enable or disable features based on your needs. Visit the Marketplace to discover add-ons that extend LayCor's functionality.

Integrations

Connect LayCor with your favorite tools.

Products & Inventory

Manage your products, services, and inventory levels.

Adding Products

1. Go to Catalog > Products
2. Click Add Product
3. Enter product name, description, and pricing
4. Set pricing type (flat rate, daily, weekly, or monthly)
5. Configure minimum/maximum rental days if applicable
6. Add a product image and save

Inventory Management

Track stock levels for rental equipment and physical products:

• Enable Inventory: Go to Marketplace and enable the Inventory add-on
• Set Stock Levels: Navigate to Catalog > Inventory
• Automatic Blocking: Dates are automatically blocked when inventory is depleted
• Low Stock Alerts: Get notified when inventory runs low

Booking Widget

Let customers book directly from your website with our embeddable widget.

Getting Your Widget Code

1. Go to Marketing > Widget
2. Copy the embed code
3. Paste it into your website's HTML

WordPress Installation

1. Download the WordPress plugin from the Widget page
2. Install and activate the plugin in WordPress
3. Configure your Tenant ID in plugin settings
4. Use the shortcode [laycor] on any page

Widget Features

• Real-time Availability: Shows only available dates based on inventory
• Delivery & Pickup Dates: Customers select both dates for rentals
• Automatic Pricing: Calculates price based on rental duration
• Service Area Validation: Automatically checks if address is in your service area
• Online Payments: Accepts credit cards via Stripe

Contact Support

We're here to help! Choose the best way to reach us:

Frequently Asked Questions

Need More Help?

Our support team is here to help you succeed.