HELP

How to do things in Peak.

Short, plain articles for the things people ask about most. Can't find it? Email hello@peak-engine.com and a person will answer.

GETTING STARTED

Set up your workspace, your database and your trade.

Peak Hub

Getting Set Up in Peak

Work through the Get set up list, connect your phone, email, AI key and payments, and know what each count on the screen means.

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Peak Hub

Create Your Free Database

Your customer records live in a database you own. Create a free one in about 2 minutes, keep it up to date, and download everything any time.

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Peak Hub

Set Up Peak for Your Trade

Answer three questions about your trade, team and top goals, see exactly what each Peak tool gets, and set it all up in one click.

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CRM

Switch to Peak From Another Tool

Bring your customers and price book over from Jobber, Housecall Pro, ServiceTitan, QuickBooks or a spreadsheet, and undo an import if it goes wrong.

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EVERYDAY WORK

Search, voice and working without signal.

CRM

Search Everything With One Bar

Press Cmd+K or Ctrl+K to find any customer, lead, deal, estimate, invoice or project by name, phone, email or address.

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Sherpa

Talk to Sherpa With Your Voice

Hold the mic in the Sherpa box and say what you need. Your words show up as text for you to check, and nothing sends until you press Send.

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Every tool

What Works Offline

What you and your crews can do with no signal in the field app, the Estimator and the CRM, and what waits until you're back online.

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SHERPA

See what Sherpa did, turn things off, and undo.

Sherpa

Sherpa Control Room and Undo

See everything Sherpa did today, undo a change, make connected AI apps read-only, and limit which jobs and crews Sherpa can change.

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SIGN-IN AND SECURITY

Keep your account locked down.

Peak Hub

Authenticator App and Remembered Devices

Add an authenticator app to your Peak sign-in, save your backup codes, and skip the code for 7 days on a device you trust.

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YOUR TEAM AND YOUR WORKSPACE

Agency access and closing a workspace.

Peak Hub

Agency Access to Your Workspace

When our team opens your workspace to help, each visit is time-limited, emailed to you and logged. See who's in, end a visit, and choose how long visits last.

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Peak Hub

Remove or Restore a Workspace

Archive a workspace you no longer need, restore it within 30 days, and what happens to your data after that.

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