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Knowledge base

How to get the most out of Plyrium.

71+ step-by-step articles across 13 topics. Same content the in-portal help shows your team — public so you can read it before you sign up.

Getting started

First-week setup, the dashboard, and finding your way around.

5 articles
Customers

Add, edit, search, and track equipment installed at every property.

5 articles
Quotes & invoices

Build quotes and invoices, take payments, and keep your books tight.

14 articles
Schedule & jobs

Calendar, smart booking, route optimization, and time tracking per job.

14 articles
AI receptionist

How calls get answered, transcripts, hot-lead alerts, and voice config.

4 articles
Reviews

AI drafts replies for low-star reviews; you approve and publish.

4 articles
Marketing & content

GBP posts, blog drafts, lead funnel, and pipeline tracking.

5 articles
Outreach

Cold-call lead tracking with status pipeline + assignment.

1 article
Reports

P&L, aging, sales tax, monthly summaries, and CSV exports.

5 articles
Team & permissions

Invite teammates, assign roles, and control who can see what.

2 articles
Integrations

Stripe, Google, QuickBooks, Microsoft 365, WordPress.

4 articles
Settings

Business profile, voice config, hours, and feature toggles.

6 articles
Customer portal

The read-only view your customers see when you send them a magic link.

2 articles

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