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Step-by-step guides for every part of TotalPro360, from your first sign-in to the appointment book, checkout, packages and payments. Search, or pick what you want to do.

Free forever Not a trial. No card, no contract, unlimited staff. Card payments cost 3.9% + 30¢. Our promise →

Step-by-step guides

Every guide is step by step, with real screens from the app. Tick each step as you go; your progress is saved in this browser.

Getting started

Set up your account

Sign in, fill in your business details, load your service menu, connect payments and invite your team.

14 steps
  1. Sign in from your company’s link
  2. Your dashboard fits your trade
  3. Find your way around
  4. Fill in your company profile
  5. Add your logo and colors
  6. Load your service menu
  7. Connect payments
  8. Bring in your existing data
  9. Invite your team
  10. Work your getting-started page with us
  11. Tell us what to change on your website
  12. Set up your Stripe account
  13. Follow your setup checklist, in order
  14. Connect QuickBooks and bring your history over

Bookings and the front desk

Run the appointment book

Book, check in, check out and rebook clients from one screen, with a column for every room, chair or provider.

15 steps
  1. Open the book
  2. Use the staff cards
  3. Book an appointment
  4. Find the client first
  5. Who gets “Anyone available”
  6. Move an appointment
  7. Undo a move and tell the client
  8. Move on an iPad, a phone or the keyboard
  9. Take a deposit or a card
  10. Check the client in
  11. Check out and take payment
  12. Rebook before they leave
  13. Handle no-shows and cancellations
  14. Share your booking link
  15. Find any appointment or client

Selling more

Set up your proposal wording and warranties

Write the words every proposal starts from once: your option names, a personal note, what’s included and what isn’t, your warranty, payment terms and timeline.

12 steps
  1. Open Proposal Setup
  2. Pick a type
  3. Name your options
  4. Write your personal note
  5. List what’s included and what isn’t
  6. Fill in the warranty table
  7. Add why it matters, payment terms and timeline
  8. Check the preview, then save
  9. Use it on an estimate
  10. Add, hide or reorder types
  11. Office notes stay private
  12. Financing

Getting paid and the books

Phone, marketing and growth

Phone system and AI receptionist

Phone system + AI receptionist: $79/month* add-on, includes after-hours on-call dispatch and texting. Calls get routed, recorded and transcribed, and the AI answers when you can’t.

12 steps
  1. Turn on the phone system
  2. Choose where calls go
  3. See each call as it comes in
  4. While you’re on a call: the call bar
  5. Set your business hours and call handling
  6. Set up the AI receptionist
  7. Tell it about your business
  8. Try it before it goes live
  9. Review calls
  10. Set after-hours on-call
  11. After-hours emergencies
  12. Track after-hours response time

The apps

Put the app on your team’s phones and see them on the map

Add each tech, put the app on their phone, turn on location, and see where everyone is on the dashboard map and the board. For businesses that go to the customer: mobile mechanics, detailers, groomers and house calls.

15 steps
  1. Add each tech to your team
  2. Put the app on an iPhone
  3. Put the app on an Android phone
  4. Allow location
  5. Check location is on for your business
  6. See them on the map and the board
  7. Signing in: no company number
  8. The first-time screen
  9. The home screen: your day on a map
  10. A job, one step at a time
  11. It remembers where they were
  12. Numbers, Clock and More
  13. Pinned notes
  14. Keep the app open during the day
  15. Not showing on the map?

Coming soon

Frequently asked questions

Is it really free forever?

Yes. The software is free forever: online booking and reminders, client records, checkout, invoicing, accounting, your website and the apps, for unlimited staff. It isn’t a trial, and there’s no credit card to start and no contract. Card payments cost 3.9% + 30¢, and ACH bank payments cost up to 1.8% (never more than $10). Paid add-ons are optional: the phone system is $79/month* (one business number with calls and texting, the AI receptionist, after-hours on-call dispatch and Compendium Capture), and payroll (coming December 2026) is $39/month + $6 per employee. Read the free-forever promise.

What costs money?

Only services you choose: card payments (3.9% + 30¢), bank payments (up to 1.8%, never more than $10 a payment), the phone system + AI receptionist ($79/month* add-on, includes after-hours on-call dispatch and texting), optional bill pay ($39 a month per office, only in months you use it) and payroll when it launches (December 2026, $39/month + $6 per employee).

Is the AI receptionist included free?

No. The AI receptionist is part of the phone system add-on, $79 a month*, which also includes after-hours on-call dispatch, texting, your business line and call recordings.

How do I sign in?

Go to dashboard.totalpro360.com and enter your Business ID, username and password. Your Business ID is in your welcome email.

I forgot my password. What do I do?

Ask your account owner or office manager to reset it, or to email you a set-password link, from Users & Permissions.

How many users can I add?

As many as you need. Every user is free.

Which phones does the app work on?

The pro app is available for Android now. On iPhone and iPad, add it to your home screen from Safari; the full iPhone app is coming to the App Store.

Is Tap to Pay available?

On supported Android phones in the pro app, yes. Tap to Pay on iPhone is coming as soon as Apple approves our app. Until then, send a pay link or use Android.

When does money reach my bank?

Card payments are paid out to the bank account you connect, on Stripe’s payout schedule for your account. Bank (ACH) payments take about four business days to clear.

Will the app message my customers on its own?

No. Every automatic message starts off, and you turn on only the ones you want.

Can I import data from my old software?

Yes. Export a CSV or Excel file from your old software or a spreadsheet and use Import Data in Settings.

Is payroll available?

Payroll is coming in December 2026 as a paid add-on, $39/month + $6 per employee. Today you can track and approve hours, and import ADP payroll reports.

How does the referral network pay me?

When a job you referred is paid within 90 days, you earn 30% of the network fee, up to $500 a job. Earnings are held 30 days after the payment settles and pay out to your bank once you reach $25.

Is my data safe?

Access is by role, so each person sees only what their job needs, and you can sign someone out of all devices or deactivate them at any time.

How do I move a job to another tech or time?

On the dispatch board, drag the job to another tech’s column or another time. On an iPad or phone, press and hold the job first. Right-click a job for Move to… if you’d rather pick from a list, and use Undo if you change your mind.

Does the app check addresses?

Yes. Every address form checks the address as you type and offers a corrected version if there is one. It never stops you saving what you typed.

Where do the Update and Home buttons live now?

In the side menu. Update app is under Settings, and Update ready appears at the bottom of the menu when a new version is out. Dashboard at the top takes you home.

Where can I get more help?

Reach Compendium Client Success: call 800-760-8383 (Monday to Friday, 9 to 6 Eastern), text (586) 271-7122, or email support@thecompendiumco.com. Tell us what you were trying to do. Screenshots help.

*Included minutes and texts cover typical use. Usage above the included amounts is billed as overage, and larger or high-volume companies may be quoted higher phone and texting rates. See our Terms.

Free forever. Not a trial. Booking, checkout and books in one login, unlimited staff.