Help Center

Help with the app itself: where things are, what they mean, and the steps for each job. Pick the section you are working in, or press ⌘ K to search. In the app, the ? button opens help for the screen you are on.

Sections

The same sections as the app’s sidebar, in the same order.

• Analytics The screen you land on after signing in, what each number counts, and how to change the period or export it.
• Transfers Every title transfer in your office on one screen, how to start a new one, and what the transfer screen holds.
• Temporary Permits Every temporary permit in your office, how to start a new one from the customer's papers, and what the permit screen holds.
• Certified Copies Every certified copy of title in your office, how to start one from the customer's papers, and what the copy's screen holds.
• Bonds Every bond in your office, what its phase and status mean, how to start one, and how to move it through to its title transfer.
• New Residents Every new resident registration in your office, how to start one from the customer's papers, and what the registration screen holds.
• Sticker Renewals Every registration sticker renewal in your office, how to start a new one, and what the renewal screen holds.
• Drafts Every trámite someone started and didn't finish, how to pick one up where it was left, and how to clear out the old ones.
• Packages Grouping trámites to drop off at the county together, the cover forms TitleAI prints for them, and following a package until it is picked up.
• Financials Your invoices and estimates, how to quote a customer with a new estimate, and how to record what they pay.
• Tasks Every to-do in the office on one screen, which ones are late, and how to add, finish and link a task to a trámite.
• Clients Every customer of the office, their contact details and everything you have done for them, and how to tidy up duplicate records.
• Agent The chat with TitleAI, how to point it at a record, hand it documents, read the cards it answers with, and find an old conversation.
• Settings Your business details, the people on your team, the runners who deliver packages, your plan, and the prices TitleAI puts on invoices and estimates.

On every screen

• Documents Adding one more document to a trámite that already exists, from this computer or straight from a phone, and looking at the ones already uploaded.
• Review Checklist The panel that checks a trámite's forms against its documents, what its counts and marks mean, and how to work through it.
• Notes & tasks Leaving a note on a trámite, adding a task to it, and what the badges on the speech bubble count.