Quick Start

SolidifyAI is your all-in-one business hub — contacts, jobs, tasks, scheduling, files, notes, and an AI assistant, all in one place. Here's how to get started in a few minutes.

1. Add your first contact

Go to Contacts and click New Contact. Add a name, phone number, and email. Contacts can be leads, customers, or subcontractors — you set the type when creating them.

2. Create a job

Go to Jobs and click New Job. Give it a title, link it to a contact, and set the status to Lead. As the work progresses, move it through the pipeline: Lead → Quoted → Scheduled → In Progress → Completed → Invoiced → Paid.

3. Add tasks

Tasks are the actions that need to happen — follow up with a customer, send a quote, order materials. Go to Tasks or add them directly from a job. Assign a due date and link to a contact or job so nothing falls through the cracks.

4. Try the AI Assistant

Click the AI button in the sidebar or the floating button on mobile. You can ask it to create contacts, add tasks, schedule jobs, or answer questions about your business. The AI understands plain English — just talk to it like a team member.

Examples:

"Add John Smith as a new lead, his number is 555-1234"
"Create a task to follow up with Maria tomorrow"
"Schedule a site visit for the Peterson job next Monday at 9am"

5. Set up your profile and company