SolidifyDigital logoSolidifyDigital
Back to app

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 Employee

Click the AI Employee 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. Text your AI Employee from anywhere

You can reach your AI Employee by texting +1 (888) 402-0312 — no app needed. It works just like the in-app version: create contacts, check jobs, add tasks, all by text.

To set it up, go to Profile, add your phone number, and save. Then just text the number above and your AI Employee will respond.

6. Set up your profile and company

Go to Settings to add your company logo, and Profile to upload your avatar.

7. Install the app on your phone

SolidifyAI is a Progressive Web App (PWA) — you can install it on your home screen like a native app. No app store needed. It works on iPhone, Android, and desktop.

iPhone (Safari):

  1. Open app.solidifydigital.com in Safari
  2. Tap the Share button (the box with an arrow at the bottom of the screen)
  3. Scroll down and tap Add to Home Screen
  4. Tap Add — the app icon will appear on your home screen

Android (Chrome):

  1. Open app.solidifydigital.com in Chrome
  2. Tap the three-dot menu in the top right
  3. Tap Add to Home screen
  4. Tap Add — the app icon will appear on your home screen

Once installed, SolidifyAI opens full screen with no browser chrome — it looks and feels like a native app. You can also visit app.solidifydigital.com/install for a guided install prompt.

What's next?