User Guide

Use Growth Force Space in your browser or install it on your phone like a normal app.

1. 1Open the login page and sign in with the email and password your company gave you.
2. 2On first login, tap “Install app” (or your browser's “Add to Home screen”).
3. 3Use the sun/moon button at the top to switch between light and dark mode.
4. 4Allow notifications so you never miss a reminder or new lead.

On iPhone, open in Safari, tap Share, then “Add to Home Screen”.

The dashboard shows only what matters to you — your calls, tasks, follow-ups and earnings.

1. 1Open Dashboard from the menu.
2. 2Check the top cards for today's calls, due follow-ups and open tasks.
3. 3Tap any item in the “Needs attention” list to open it directly.
4. 4Managers and owners also see team performance and charts.

The search button at the top works from every screen.

1. 1Tap the search icon in the top bar.
2. 2Type a name, or even just the last 4 digits of a phone number.
3. 3Choose Call, Edit or Open on the result.
4. 4Press Enter to open the first result instantly.

Leads are the people you want to sell to.

1. 1Go to Leads and tap “+ Lead”.
2. 2Enter name and phone number (other fields are optional).
3. 3Use the New and Unattended tabs to see fresh leads and ones nobody has called yet.
4. 4Set Priority to Hot for leads close to buying.

Every lead has a green call button for one-tap calling.

1. 1Tap the call button on a lead.
2. 2On a phone, the dialer opens. On a laptop, press Dial when you are ready.
3. 3After the call, choose the result (Interested, Not answered, etc.), stage and notes.
4. 4Pick a follow-up date if needed, then Save.
5. 5A popup offers the next lead so you can keep calling without going back.

If you refresh by mistake, your unsaved notes are kept — tap Resume.

Record calls customers made to you.

1. 1Open Call History and tap “Log incoming call”, or open the lead and choose the same option.
2. 2Search the caller's number. If they are new, create the lead right there.
3. 3Save the result and notes as usual.

Send ready-made messages after a call.

1. 1After saving a call, choose a WhatsApp template.
2. 2Edit the message if you like.
3. 3Tap Send — WhatsApp opens with the message ready.

Let customers book a requirement meeting in your free time slots using Check My Calendar.

1. 1Save a call with stage “Requirement meeting”.
2. 2The first time, paste your personal Check My Calendar link and save.
3. 3Your link is added to the WhatsApp message automatically.
4. 4To change it later, tap Change in the WhatsApp popup.

Never forget to call someone back.

1. 1Open Follow-ups to see today's, upcoming and missed callbacks.
2. 2You get a popup and sound a few minutes before each follow-up.
3. 3Missed follow-ups move forward automatically so nothing is lost.

A list of every call you made today.

1. 1Open Daily Calls from the menu.
2. 2See which calls are closed and which need follow-up.
3. 3Anything except Not interested / Wrong number is scheduled for the next working day automatically.

Group leads by source and import them from a sheet.

1. 1Go to Campaigns and create a campaign.
2. 2Tap Import leads and choose Google Sheet, CSV file or Paste.
3. 3For a sheet, set sharing to “Anyone with the link can view” and paste the link.
4. 4Check the preview, then import. Duplicate phone numbers are skipped.
5. 5New rows are added automatically. Tap “Sync now” to fetch immediately.

Leads from your Facebook ads arrive straight into your campaign.

1. 1Go to Integrations.
2. 2Tap Connect Facebook and approve your Page.
3. 3Choose which campaign each form should go to. Done — no keys needed.

Tasks keep track of work that isn't a call.

1. 1Go to My Work or Workboard and tap “+ Task”.
2. 2Type a title, pick priority and type, and set a due time.
3. 3Assign it to yourself or a teammate (managers).
4. 4Tap the task and mark it Done. Some task types go to a manager for review first.

You get reminders 30, 15 and 5 minutes before the deadline.

See tasks by day, week or month.

1. 1Open Calendar.
2. 2In Day view, tap + on any hour to add a task at that time.
3. 3Drag a task to another day or hour to reschedule it (laptop).

Create GST-ready quotes and bills right from a lead.

1. 1Open a lead and tap New estimate (or pick stage Proposal after a call).
2. 2Add a customer and products — create new ones in the popup if needed.
3. 3Save and download the PDF to share.
4. 4When the customer agrees, tap Convert to invoice.

Record full or part payments against an invoice.

1. 1Open the invoice and tap Record payment.
2. 2Enter the amount, date and method.
3. 3Staff entries wait for the accountant or owner to confirm.
4. 4Once confirmed, the balance updates and a receipt is ready.

See what you've earned and automate monthly bills.

1. 1Open Commissions to see earnings from paid invoices.
2. 2Owners can set up Recurring invoices for retainers — drafts are created for review each cycle.
3. 3Due and overdue reminders are sent automatically.

Your live home for marketing: what's due, late, waiting for review and how the budget is going.

1. 1Open Marketing from the menu — you land on the Command Center.
2. 2Use the Quick add bar to create content, a campaign, an ad plan or a spend entry.
3. 3Check Due today, Waiting review and Running late cards first.
4. 4Tap any item in Today & this week to open it.
5. 5Changes made by teammates appear on your screen instantly.

Each client campaign moves through Planned, Active, Paused and Completed.

1. 1Go to Plan · Campaigns.
2. 2Add a new client or a monthly plan if needed, then Create campaign.
3. 3Set objective, channels, dates, budget and team.
4. 4Drag a campaign card to a new column to change its stage (on phones use Move to).
5. 5Tap Add content on a campaign to start producing posts for it.

Content moves from Idea → Planned → In production → In review → Approved → Scheduled → Published.

1. 1Open Execution Pipeline and switch between Board, Feed or List.
2. 2Add the brief, caption, hashtags and creative file to each piece.
3. 3Send it for review when ready.
4. 4Managers open Approvals to approve or request changes with a comment.
5. 5After publishing on the platform, mark it Published — moving a card never approves or publishes by itself.

Plan paid ads, see everything on a calendar and keep spending in check.

1. 1Ads Pipeline: create an ad plan and move it from Planned to Active to Completed.
2. 2Calendar: view content by month, week or list and drag posts to new dates.
3. 3Budget & Spend: record daily spend; approved budget, recorded, platform-reported and confirmed paid stay separate.
4. 4Reports: review results by client, campaign and channel.

Never miss a client renewal date.

1. 1Open Renewals and add a record, import a spreadsheet or pick lines From invoice.
2. 2For domains, the expiry date can be looked up automatically.
3. 3Reminders go out before and after expiry.
4. 4Open a renewal to send a WhatsApp message, log the reply, or create an estimate/invoice.
5. 5Mark it Renewed with the new expiry date once confirmed.

Add teammates and choose what each person can use.

1. 1Go to Team and tap Invite teammate.
2. 2Choose role and either email an invite or set a password.
3. 3Tap the sliders icon next to a person to turn features on or off for them.
4. 4Owners can mark someone as Accountant to confirm payments.

Make the app match how your company works.

1. 1Open Settings.
2. 2Company & hours: name, working days, logo.
3. 3CRM & look: stages, colours, reminder timing, follow-up rules.
4. 4Tasks: which task types need review, default deadlines.
5. 5Finance: GST, bank details, invoice footer, commissions.