AIN Help Center

Learn how to use your dashboard, team tools, scheduling, GPS tracking, invoices, clients, and service management features.

🎥 Video Tutorials

Use this section to embed training videos for each major feature.

Dashboard Overview Video
Team Management Video
GPS Tracking Video
Scheduling Video

🚀 Getting Started Wizard

Step 1: Complete Your Profile

Add business name, address, phone, logo, service area, and category.

Step 2: Add Your Team

Add employees, profession, service area, availability, and AIN login email.

Step 3: Add Clients

Add customer information to your client address book.

Step 4: Assign Services

Select employee, client, service date, address, and notes.

Step 5: Start GPS Tracking

Employees open the team portal, click Start Tracking, and allow location.

💬 AIN Help Assistant

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📖 Knowledge Base

Getting Started

Getting Started with AIN

Create your account, complete your business profile, add your business name, phone number, service area, logo, hours, and category.

Team

How to Add Team Members

Go to your dashboard, open the Team tab, enter employee name, email, phone, profession, service area, availability, then click Add Team Member.

Clients

How to Add Clients

Open the Clients tab, enter customer name, email, phone, address, and notes. This saves the customer to your address book.

Services

How to Assign a Service

Open Assign Service, select a team member, select a client, enter service title, date, address, notes, then click Assign Service.

GPS

How GPS Tracking Works

Employees must log in, open the Team Member Portal, click Start Tracking, and allow location permission. Owners can view locations on the GPS Map.

GPS

Why GPS Is Not Showing

Make sure the employee is logged in, clicked Start Tracking, allowed GPS permission, and their team email matches their WordPress login email.

Notifications

How Customer Updates Work

When service is assigned, AIN can email the employee and customer with service title, date, address, notes, and contact information.

Address Book

How to Use Address Book

The Address Book displays clients, employees, phone numbers, emails, addresses, and service assignments in one place.

Scheduling

How to Use Scheduling

Use your scheduling page or SSA integration to let customers book appointments and let team members view assigned jobs.

Invoices

How to Create Invoices

Open the invoice section, add customer information, service details, price, tax, discount, and send or download the invoice.

❓ Frequently Asked Questions

Employee must log in, open Team Member Portal, click Start Tracking, allow GPS permission, and match the team email.
Go to Assign Service, choose employee, choose client, enter service title, date, address, notes, then submit.
Check customer email, spam folder, and install an SMTP plugin like WP Mail SMTP for better delivery.
Yes. Employees log in and open the Team Member Portal to view assigned services and start GPS tracking.
Yes. Replace the video placeholder boxes with YouTube, Vimeo, or self-hosted video embeds.

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