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ACGO is currently a private pilot. Use Request early access to prepare an email with your company details. We will discuss fit, access and onboarding. Public email signup, app-store downloads and self-service payment checkout are not live yet.

Open Company Information in Settings to add your business details, logo and bank details for documents. Review Installation & materials costs, add engineer details and create your first lead. The Overview checklist guides you; close it with the X or reopen it from Company setup.

Yes. Request a 30- or 60-minute onboarding conversation with your preferred times and the areas you want to cover. The contact button prepares an email; it does not confirm a calendar booking.

Use the import option in Leads, upload or drag in your file, then review the proposed customer fields before saving. Extraction can miss or misread details, so check names, full addresses, phone numbers and email addresses. Do not assume a field was correct just because it was filled.

No. They are preliminary estimates to help structure the survey and equipment selection. The engineer must verify room loads, intended heating/cooling use, manufacturer combinations, available output, pipe limits and electrical requirements.

No. Survey photos are optional. When useful, keep photos with rooms, outdoor positions and routes, and edit layout images to help explain the proposal. Photographic layouts illustrate intent; they do not replace measurements or design checks.

Keep the working page open and read the save status before leaving. Restore the connection, retry the save, then retry any waiting photos. If another device changed the record, review the conflict choices instead of refreshing away your unsaved work.

The browser workspace works on phone, tablet and computer with a connection. If connection is lost while the page is open, unsaved edits remain on screen and can retry after reconnection; closing or refreshing can lose them. Full offline opening, native LiDAR scanning and Bluetooth instrument capture are still in development.

Company Information controls your document identity. Installation & materials costs stores your equipment, material and labour defaults. Review starter prices against your wholesaler, then adjust individual jobs where needed. Aftercare prices have their own company settings in Advanced.

PDF generation and device email/share drafts are available. Direct company email delivery and automated payment collection still need connection and end-to-end testing. A prepared draft or manually recorded payment is not proof that an email was delivered or money arrived.

No. Plan setup reuses customer and equipment details and calculates proposed monthly charges using your company rates. Automated mandate invitations, collection and failed-payment handling are not connected yet. Draft plans are excluded from active subscription revenue.

The Tailored pilot includes contract and site records, asset registers and CSV import, recurring visit planning, assigned engineers, findings, office-approved PDF service reports and recorded delivery costs. Customer portals, automatic contract billing and SLA alerts remain planned.

Named field engineer accounts are restricted to assigned work and permitted job information, including completion uploads. Company finance, prices and invoices are not part of their field view. Company owners manage invitations; office users have a broader workspace role.

The quote-writing connection uses a supported provider API account, not simply a ChatGPT, Claude, Gemini or Grok consumer subscription. It needs verified API credentials, platform configuration and live testing; provider usage is billed separately. It does not read your entire chat history or give AI unrestricted permission to change your jobs.

See the Pricing comparison for current pilot, setup-required and planned capabilities. Email/calendar sync, bookkeeping integrations, live bank feeds, phone answering, Direct Debit, vehicle tracking and native device integrations are not all connected. Ask about the specific workflow before depending on it.