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Overview
Live Activity
Bookings
Call History
Compliance
Billing
Agreement
🎁 Refer & Save
💰 ROI Calculator
📊 Reports
🎙 Call Script
👥 Team Access
🎟 Support
⭐ Review Automation
🌐 Language
🔗 Integrations
🎯 Portal Tours
New here? Take a guided tour of your portal.
Bookings This Week
Calls Handled
Conversion Rate
vs Last Month
Booking Attribution
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Recent Bookings
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Live Activity Feed
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All Bookings
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Call History
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SENTINEL Compliance Status
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Pinnacle Intake — Referral Program
Know another business that needs this?
Refer a fellow business owner. When they sign up and go live, you get one month free — automatically credited to your next bill.
$299+
Free month value
on your plan
No cap
Refer as many
as you want
Your Referral Link
Share this link with any business owner — your discount triggers automatically when they go live.
My Referrals
0
Links Shared
0
Signed Up
0
Months Earned
No referrals yet — share your link to get started!
How It Works
1
Share your link
Send it to any local service business — HVAC, plumbing, electrical, landscaping, cleaning, etc. The link tracks back to you automatically.
2
They sign up and go live
When they complete setup and their first billing period begins, the referral is confirmed.
✓
You get a free month
Your next invoice is reduced by one full month's subscription fee. No action needed — it happens automatically.
Billing & Subscription
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Your Revenue Recovery Calculator
See exactly how much revenue Pinnacle Intake is recovering for your business every month.
Avg Value of a Booked Job ($)
What does a typical service call earn you?
Calls Answered by AI This Month
—
From your live call data
After-Hours Calls Captured
—
Would have gone to voicemail without Pinnacle
Bookings Confirmed This Month
—
Jobs scheduled directly from AI calls
Estimated Revenue Recovered This Month
$0
📞 What Pinnacle Intake recovered for you
Monthly Performance Reports
Your complete call, booking, and revenue summary — ready to download or share.
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Call Script & AI Behavior
Review how your AI agent handles calls. Request changes at any time.
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Team Access
Give staff read-only access to call logs, bookings, and reports.
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Invite a Team Member
Full Name
Email
Team members get read-only access. They cannot modify billing or account settings.
Support Center
Submit a ticket and track its status. Our team responds within 1 business day.
Submit a New Ticket
Category
Subject
Details
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⭐ Review Automation
After every completed booking, Pinnacle automatically texts your customer asking for a Google review — so you collect reviews without lifting a finger.
🤖
How PULSE Works
2 hours after a confirmed booking, your customer receives a friendly SMS from your business number asking them to leave a review. It uses their first name if captured, mentions your business, and includes your review link. They can reply STOP to opt out at any time.
Review Automation Settings
Enable Review Automation
Automatically text customers after bookings to request a review
Google Review URL
Find this in your Google Business Profile → Get more reviews → Share review form
Yelp Review URL (optional)
Preferred Review Platform
Recent Review Requests Sent
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🌐 Language Settings
Set ARIA's default language and how callers are greeted. ARIA auto-detects the caller's language from their first words and responds accordingly — this setting controls the initial greeting and fallback.
ARIA greets callers in this language first, then auto-switches based on what the caller says.
✅ How Auto-Detection Works
  • ARIA listens to the caller's first sentence
  • Automatically detects English, Spanish, Portuguese, or French
  • Responds in that language for the entire call
  • All follow-up SMS (ECHO), voicemails (REVIVE), and booking confirmations are sent in the same language
  • If unsure, ARIA defaults to the language set above
📊 Call Language Breakdown (Last 30 Days)
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Webhook Integrations
Send call and booking data to Zapier, ServiceTitan, Jobber, HubSpot, or any webhook endpoint.
⚡
Zapier
Generic format
🔧
ServiceTitan
Native format
🏠
Jobber
Native format
🟠
HubSpot
CRM format
📋
Housecall Pro
Native format
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