Help center

How can we help?

Short guides for HeadRail dealers and their reps. Each one walks you through the real screens, one step at a time.

• Owner setup: your first daySign in, set your prices, tax and deposit, invite your reps, connect Stripe and QuickBooks, add promotions and bring in your leads.For owners
• Rep guide: a day in the fieldFrom My day to a signed proposal and a deposit: rooms, sizes, products, previews, the quote and signing in the home. Printable.For reps
• Put the visualizer on your websiteGet your code and paste it into WordPress, Wix, Squarespace, GoDaddy or Shopify, or send it to your web person.For owners · Pro and up
• The CRMLeads, the pipeline, appointments, won deals, orders, installs, service tickets, automatic follow-ups, reviews and reports.For owners and reps
• Billing and your accountPlans, how billing works, adding logins or previews, a paused account, cancelling and downloading all your data.For owners
• TroubleshootingForgot password, previews busy or paused, a slow preview, and what to do when something looks broken.For everyone
• Install the appPut HeadRail Field and HeadRail CRM on your phone, tablet or computer, straight from the browser.For everyone

Still stuck? Ask us.

Email admin@getheadrail.com. We reply within 1 business day.

Signed in? Tap Help in the app, type what happened and tap Send to HeadRail. It tells us which page you were on.