Help
How every part of Mist works, in plain English. If you cannot find what you need here, there is a Help section inside your portal that reaches a real person.
Getting started
What to do in your first week, and what Mist does on its own once it is set up.
The AI receptionist
How the chat widget answers, what it knows, and how it books real slots in your diary.
Teach your assistant
Trying your assistant before a customer does, fixing an answer it got wrong, and what it reads.
Leads and bookings
Where enquiries land, how they are scored, and turning one into a job.
Quotes
Building a quote, sending it, and getting it signed and paid without a second visit.
Measure pads and window pictures
For businesses with the measure pads: starting a quote as an order, drawing a window, the workshop copy, and showing customers their own window.
Jobs and the schedule
The pipeline, what each status means, and everything that hangs off a job.
Work that repeats
Repeat jobs, monthly invoices, service plans and maintenance nudges: what each one does, and which to use.
Today and the run sheet
The screen for the van: what is on, in what order, and the buttons that matter on site.
Invoices and getting paid
Raising an invoice, taking payment, and the chasing that happens without you.
Customers
The record of everyone you have worked for, and the page you can share with them.
Texts
Which texts Mist sends for you and when, the number they come from, where replies land, and how many you have each month.
Campaigns
Writing to past customers who have gone quiet, or to everyone with a tag, and the follow-up that sends itself.
Expenses and tax time
Logging what you spend, photographing receipts, and the numbers your accountant wants.
Stock and purchase orders
Keeping count of what you carry, booking it onto jobs, and ordering more from your suppliers.
Your team
Giving staff a login, deciding what they can see, and where their hours go.
For your crew
What an installer, or anyone who sees only their own jobs, sees and does: their Today, their jobs, clocking on, photos and checklists.
For your bookkeeper
The free read-only login for your bookkeeper or accountant, and exactly what it can open.
Alerts: who hears what
Choosing who on your team hears about enquiries, bookings, quotes, money and calls, and whether by email or text.
Reviews
Asking for a Google review at the right moment, and hearing about problems first.
Change your website yourself
Editing the website we built for you, checking it in the preview, and putting your changes live.
Settings, integrations and billing
Your business details, what connects to what, your own subscription, and what happens if a payment for it fails.