# Klervo ## Klervo - [Getting Started](https://klervo.gitbook.io/klervo/readme.md) - [Account Creation](https://klervo.gitbook.io/klervo/readme/account-creation.md) - [Account Customization](https://klervo.gitbook.io/klervo/readme/account-customization.md) - [Stripe Integration](https://klervo.gitbook.io/klervo/readme/stripe-integration.md) - [Customer Number](https://klervo.gitbook.io/klervo/readme/customer-number.md): If you ever need customer service from Klervo team, you are going to need to find your customer number. - [Dashboard Walkthrough](https://klervo.gitbook.io/klervo/dashboard-walkthrough.md) - [AI Assistant Insights](https://klervo.gitbook.io/klervo/dashboard-walkthrough/ai-assistant-insights.md) - [Notes Management](https://klervo.gitbook.io/klervo/dashboard-walkthrough/notes-management.md) - [Management](https://klervo.gitbook.io/klervo/dashboard-walkthrough/management.md) - [Top Sources (Leads)](https://klervo.gitbook.io/klervo/dashboard-walkthrough/top-sources-leads.md) - [Inventory](https://klervo.gitbook.io/klervo/dashboard-walkthrough/inventory.md) - [Sales Performance](https://klervo.gitbook.io/klervo/dashboard-walkthrough/sales-performance.md) - [Today's Progress](https://klervo.gitbook.io/klervo/dashboard-walkthrough/todays-progress.md) - [Service Coverage Map](https://klervo.gitbook.io/klervo/dashboard-walkthrough/service-coverage-map.md) - [Toggling Sidebar](https://klervo.gitbook.io/klervo/dashboard-walkthrough/toggling-sidebar.md) - [Logging Out](https://klervo.gitbook.io/klervo/dashboard-walkthrough/logging-out.md) - [Creating Estimates](https://klervo.gitbook.io/klervo/creating-estimates.md): Here you can see how to create estimates and send/email them to your customers. - [Scheduling](https://klervo.gitbook.io/klervo/scheduling.md) - [Adding New Schedule Items](https://klervo.gitbook.io/klervo/scheduling/adding-new-schedule-items.md) - [Clicking on Date to Add](https://klervo.gitbook.io/klervo/scheduling/clicking-on-date-to-add.md) - [Color-Coded System](https://klervo.gitbook.io/klervo/scheduling/color-coded-system.md) - [Calendar View Options](https://klervo.gitbook.io/klervo/scheduling/calendar-view-options.md) - [🛠️ Troubleshooting](https://klervo.gitbook.io/klervo/scheduling/troubleshooting.md) - [Dispatching](https://klervo.gitbook.io/klervo/dispatching.md) - [How Dispatch Works](https://klervo.gitbook.io/klervo/dispatching/how-dispatch-works.md) - [Email Notifications](https://klervo.gitbook.io/klervo/dispatching/email-notifications.md) - [Managing Job Status](https://klervo.gitbook.io/klervo/dispatching/managing-job-status.md) - [Using "On My Way" Feature](https://klervo.gitbook.io/klervo/dispatching/using-on-my-way-feature.md) - [Jobs List](https://klervo.gitbook.io/klervo/jobs-list.md) - [Listed Jobs Overview](https://klervo.gitbook.io/klervo/jobs-list/listed-jobs-overview.md) - [Adding New Jobs](https://klervo.gitbook.io/klervo/jobs-list/adding-new-jobs.md) - [Detailed Job View](https://klervo.gitbook.io/klervo/jobs-list/detailed-job-view.md) - [Search and Sort Functions](https://klervo.gitbook.io/klervo/jobs-list/search-and-sort-functions.md) - [Removing Jobs](https://klervo.gitbook.io/klervo/jobs-list/removing-jobs.md) - [Clients List](https://klervo.gitbook.io/klervo/clients-list.md) - [Adding New Clients](https://klervo.gitbook.io/klervo/clients-list/adding-new-clients.md) - [Viewing and Editing Client Details](https://klervo.gitbook.io/klervo/clients-list/viewing-and-editing-client-details.md) - [Accessing Client History](https://klervo.gitbook.io/klervo/clients-list/accessing-client-history.md) - [Removing Clients](https://klervo.gitbook.io/klervo/clients-list/removing-clients.md) - [Report](https://klervo.gitbook.io/klervo/report.md) - [Checking Your Balance](https://klervo.gitbook.io/klervo/report/checking-your-balance.md) - [Managing Payouts](https://klervo.gitbook.io/klervo/report/managing-payouts.md) - [Reviewing Payments](https://klervo.gitbook.io/klervo/report/reviewing-payments.md) - [Tracking Customers Spend](https://klervo.gitbook.io/klervo/report/tracking-customers-spend.md) - [Monitoring Sales](https://klervo.gitbook.io/klervo/report/monitoring-sales.md) - [Payment](https://klervo.gitbook.io/klervo/payment.md) - [Sorting Payments](https://klervo.gitbook.io/klervo/payment/sorting-payments.md) - [Searching Payments](https://klervo.gitbook.io/klervo/payment/searching-payments.md) - [Stripe Transfers](https://klervo.gitbook.io/klervo/payment/stripe-transfers.md) - [Inventory List](https://klervo.gitbook.io/klervo/inventory-list.md) - [Adding New Inventory](https://klervo.gitbook.io/klervo/inventory-list/adding-new-inventory.md) - [Editing Inventory Items](https://klervo.gitbook.io/klervo/inventory-list/editing-inventory-items.md) - [Search and Sort Functions](https://klervo.gitbook.io/klervo/inventory-list/search-and-sort-functions.md) - [Removing Inventory Items](https://klervo.gitbook.io/klervo/inventory-list/removing-inventory-items.md) - [Inventory Usage Tab](https://klervo.gitbook.io/klervo/inventory-list/inventory-usage-tab.md) - [Team List](https://klervo.gitbook.io/klervo/team-list.md) - [How to Add a Team Member](https://klervo.gitbook.io/klervo/team-list/how-to-add-a-team-member.md): Learn to add staff/technicians to your team with Klervo. - [Editing Member Information](https://klervo.gitbook.io/klervo/team-list/editing-member-information.md) - [Removing a Team Member](https://klervo.gitbook.io/klervo/team-list/removing-a-team-member.md): Remove or disable team members. - [AI Helper](https://klervo.gitbook.io/klervo/ai-helper.md) - [Content Creation Help](https://klervo.gitbook.io/klervo/ai-helper/content-creation-help.md) - [Viewing Your History](https://klervo.gitbook.io/klervo/ai-helper/viewing-your-history.md) - [Tips for Better Results with AI Assistant](https://klervo.gitbook.io/klervo/ai-helper/tips-for-better-results-with-ai-assistant.md) - [Need Help?](https://klervo.gitbook.io/klervo/ai-helper/need-help.md) - [Klervo Icons Guide](https://klervo.gitbook.io/klervo/klervo-icons-guide.md): Klervo uses a consistent set of icons throughout the platform to make user interface intuitive. This guide explains what each icon means and how you’ll encounter it inside the app. - [🛠️ Still Having Issues? Submit A Ticket Now.](https://klervo.gitbook.io/klervo/still-having-issues-submit-a-ticket-now..md): How to troubleshoot general errors and issues. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://klervo.gitbook.io/klervo/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.