MYERSFLOW HELP CENTER
How can we help?
Find tutorials, quick answers, and step-by-step guides to get the most out of MyersFlow.
GETTING STARTED WITH SCALE
Your setup path
S
01
Strategize
Map how your business runs and set your goals.
C
02
Configure
Set up your pipeline, calendar, services, forms, and contacts.
A
03
Automate
Turn on missed-call text-back, reminders, and review requests.
L
04
Launch
Test everything and start using it day to day.
E
05
Enhance
Use your dashboard to spot what's working and improve.
BROWSE BY TOPIC
Find what you need
Account & Login
Passwords, users, and account settings.
Pipeline & Contacts
Managing leads, jobs, and importing contacts.
Calendar & Booking
Availability, booking links, and confirmations.
Texting & Calls
Missed-call text-back, phone numbers, and texting registration (A2P).
Automations
Reminders, follow-ups, and review requests.
Agent Follow-Up
Nurture and broadcast templates (Pro and Elite).
Payments & Agreements
Invoices, text-to-pay, and e-sign (Pro and Elite).
Mobile App
Setup, notifications, and using it on the job.
Billing & Plans
Invoices, usage charges, upgrades, and cancellations.
COMMON QUESTIONS
Quick answers
Why can't I send texts yet?
Texting needs carrier registration (A2P), which takes a few days to a few weeks. We'll help you through it.
How do I add a team member?
Go to Account settings and add a user. Your plan's user limit applies.
How do I change my plan?
Upgrade anytime and get new features right away. Downgrades take effect on your next billing date; just let our team know.
How are usage charges billed?
Usage like texts and calls is billed at cost plus a small markup.
STILL NEED HELP?
Contact support
Email [email protected] and I'll get back to you. I'm available 9:00 a.m. to 5:00 p.m. Central Time (10:00 a.m. to 6:00 p.m. Eastern), Monday to Friday.
Elite members get priority support.
Simpler Systems. Stronger Connections. More Booked Inspections.
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