BUMS is self-service software with technical help through the portal and support email. Optional hands-on implementation is separate.
Choose a specific process, such as an estimate request, consultation booking or vendor follow-up. Identify the people who handle it and the next action they need to see. Starting with one process makes setup and testing easier to understand.
Connect the supported channels and calendar your business will use. Confirm account ownership, permissions and any required service setup. Import appropriate contact records or review compatibility with your existing CRM. A connection or import should be checked before the team depends on it.
Set availability, invite your team and define pipeline stages. Agree on who owns each inquiry and when it should move to the next step. Create the forms, messages and reminders that fit your process. Review content and recipient permissions before activating communication workflows.
Use a test inquiry to check the path from capture through assignment, booking and follow-up. Make sure the intended team member can see the record and take the next action. Confirm mobile access for the roles that work in the field, rather than assuming desktop and mobile have identical capabilities.
Technical help is available through the portal and [email protected]. Explain the screen or feature involved, what you expected and what happened. A privacy-safe screenshot and the relevant time can help make the issue clearer. Do not send passwords or unnecessary customer information.
If you want someone to configure workflows, build a setup or help with a custom CRM connection, discuss optional Boss Up services. That work is separately scoped and paid. Confirm the deliverables, responsibilities and fees before proceeding. A BUMS subscription does not automatically include done-for-you implementation.
Channel access depends on supported accounts, plan access and completed setup. Messaging, calls, email, AI and third-party services may incur additional charges. Mobile access depends on role, account and app version; core AI configuration and training remain on desktop.
Use the help route in your portal or email our support team. Include the feature involved and a clear description of the issue.
Training resources and checklists are still being planned. Use the support routes currently provided in your account; this page does not promise a live university or an available course library.
No response-time commitment is stated here. Confirm any service-specific support terms before relying on them.
Tell us about your team, your channels and the way you work today.