Rebolt

Connect Rebolt to QuickBooks Online to automatically sync clients, invoices, payments, and deposits. Keep your books in QuickBooks while you work in Rebolt.

QuickBooks Online Integration

Catch Up is your CRM action queue! A swipeable feed of pending items that helps you stay on top of leads, quotes, jobs, and invoices without missing anything.

Catch Up

Configure your CRM defaults — payment methods, invoice due dates, deposit requirements, and document attachments.

CRM Settings

How to manage your Pricebook in Rebolt — adding items, importing from other platforms, and keeping your catalog up to date.

Pricebook

Learn how to organize your customer database, update client details, and manage lifecycle statuses.

Clients Tab

Set up rules that automatically send emails and texts to clients, owners, and crew, triggered by events like appointments, quotes, and invoices.

Automations

The Client Portal is a branded, client-facing page where your customers can view and approve quotes, pay invoices, track projects, and refer friends.

Client Portal

Track shifts and job time from the mobile app, fix entries, and review crew hours on the web Timesheets dashboard.

Time Tracking

Manage appointments and crew availability directly inside Rebolt — including the Unscheduled Jobs side rail for quick scheduling.

Schedule Tab

Track and manage every job from creation to payment — appointments, crew, photos, and status — on desktop and mobile.

Jobs Tab

Send invoices, collect deposits, and track payment status — on desktop and mobile. Invoices can be created standalone or converted directly from a quote.

Invoices Tab

Everything you need to know about Rebolt Pay: processing fees, payout timing, surcharging, supported payment methods, and how to apply.

Rebolt Pay

Learn what Reba is, what it can do, and how to use it to manage your business from one place.

Reba – Your AI Assistant in Rebolt

Learn how to generate professional quotes, capture e-signatures, and automate your sales workflow.

Quotes Tab

How to export your data from Housecall Pro.

Housecall Pro CRM Migration Guide

Jobber CRM Migration Guide

QuickBooks CRM Migration Guide

Joist CRM Migration Guide

Manage who has access to your Rebolt account — invite teammates, assign roles, and remove access. How to Add People to your Organization.

Crew Members

How to connect Google Calendar, Outlook, Apple Calendar, or any ICS feed to your Rebolt schedule so you can see all your events in one place.

Connect Your Other Calendars to Rebolt

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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