Skip to main content
Knowledge base

How to get the most out of Plyrium.

88+ step-by-step articles across 13 topics. Same content the in-portal help shows your team - public so you can read it before you sign up.

All categoriesSettings

Settings

Business profile, voice config, hours, and feature toggles.

Leads webhook - accept inbound leads from HomeAdvisor / Thumbtack / your contact form

Per-client webhook URL + secret for pushing leads from any third-party source. Claude triages, drafts a reply, and pages your on-call tech for urgent ones.

Updated 2026-05-05
Business hours - when you're open + the AI's fallback

Set the 4-mode active-hours config that drives smart-slot scheduling, daily digest delivery time, and quiet-hour enforcement. Per-tech overrides live on Team scheduling.

Updated 2026-05-05
Feature toggles - what's active for your plan

All 35 features across 8 categories, how tier defaults work, and how to toggle anything on or off.

Updated 2026-05-05
Settings → General - timezone + business name

What's on the General settings page and where to find everything else that moved.

Updated 2026-05-05
Multi-location / franchise mode

Run a multi-shop business under one Plyrium account. Off by default - turn on if you have more than one physical shop.

Updated 2026-05-01
Customizing email templates

Override the copy of every email Plyrium sends on your behalf - appointment reminders, tech-on-the-way, review requests, quotes, invoices, more. Live preview + send-test.

Updated 2026-05-01
Compliance documents + expiration reminders

Upload your contractor license, insurance certs, EPA / NATE certs, surety bonds. We email reminders 30 / 14 / 3 days before each expires.

Updated 2026-05-01
Urgent escalation + quiet hours

How you get paged when an urgent lead comes in - and when to dial it back.

Updated 2026-04-29

Ready to try the actual product?

14-day free trial, no card charged for 14 days, cancel anytime. Setup is 12 minutes.