Topline Pro

We'll do our best to make customizations to your booking form, service areas, and website pages.

How to Make Custom Changes to your Site

Make the most of your Topline Pro services by upgrading your plan to unlock more services and benefits

How to Upgrade Your Topline Pro Plan

Grow your audience and business success by sharing your Google Business Profile with happy customers to leave reviews!

How to Find Your Google Review Link

Let your clients get to know your business by adding a Logo and About Us photos.

How to Manage Your Logo and About Us Photo

Show off your work by creating a side-by-side before and after photo of your work.

How to Create a Before and After Photo

Easily send a quote for a job to a potential client through the Topline Pro app.

How to Create and Share A Quote

Make it easy for clients to pay for services directly through your website.

How to Set Up Payments

If you have others who help manage your business, add them as a user to the app.

How to Add a User to your Topline Pro Account

The Topline Pro app makes it easy to edit, update, and add information to your website all through your mobile or desktop device.

How to Change Business Information on your Website

Write or use AI to generate a blog post to engage with your clients.

How to Create a Blog Post for Your Website

Keep your payment method up to date for your Topline Pro subscription

How to Update Your Payment Method

Jane Yoon

Kyle Wade

Learn how to manage your Topline Pro website and overall online presence.

My Topline Pro Dashboard

Easily turn a quote into a request for payment to save time.

How to Approve A Quote and Request Payment

Remind clients to approve quotes or make a payment easily through the Topline Pro app.

How to Send a Payment Request Reminder

Payments

Uploading content on the app easily updates your website and social platforms so your profile is always up to date and informative.

How to Add Photos to Your Website

Create galleries so that clients can view samples of your work.

How to Organize Photos Into Galleries

Let clients see the work you're doing by adding or changing the cover photo and home photos on your website.

How to Change Your Cover and Home Page photos

Choose which photos will show up on your website in Home Page Photo section.

How to Select "Our Best Work" Photos

Adding or removing content on the app easily updates your website and social platforms so your profile is always up to date.

How to Manage Photos on Your Website

Online Presence: Photos

When customers review your work, it helps others know they can trust you to do the job right. We make it easy to gather more reviews!

How to Request Reviews through the Topline Pro App

Control which reviews show up on your website to manage your online presence!

How to Publish or Unpublish A Review on Your Website

Reviews

Make changes to the name, phone number, or email of your contacts.

How to Edit a Topline Pro Contact

Save time by importing your contacts into Topline Pro.

How to Import and Edit Contacts in Topline Pro

Set status of booking requests within the Topline Pro app so you can manage and track your pipeline of leads!

How to Change the Status of your Booking

Check out how to use the contacts page on the Topline Pro app. We'll show you how to import and add new contacts and edit existing contacts.

How to Use the Contacts page

Bookings & Contacts

ProSite

About Us

Blog

Contact Us

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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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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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