> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propilotapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# FAQ

> Answers to the most common ProPilot questions, organized by topic.

## Getting started

<AccordionGroup>
  <Accordion title="What do I need to set up before I can contact agents?">
    At minimum: at least one saved ZIP code (the **ZIPs** button in the Deal Hub toolbar),
    your buyer identity ([Basic Setup > Buyer Identity](/settings/basic-setup/buyer-identity)),
    a phone number ([Basic Setup > Phone Number](/settings/basic-setup/phone-number)), and
    WhatsApp notifications activated from **My Profile**. The **Get Started** guide in the
    bottom-right corner walks you through every required setup step. See the
    [Quickstart](/getting-started/quickstart).
  </Accordion>

  <Accordion title="How do I add a ZIP code?">
    Click **ZIPs** in the Deal Hub toolbar to open the **Add ZIP Codes** window. Pick a state
    and city to add all ZIPs for a city, or type a single 5-digit ZIP in the same panel, then
    click **Save ZIP changes**. You can also click ZIP boundaries on the map. Your limit
    depends on your plan (Starter: 2, Pro: 25, Premium: unlimited). See
    [ZIP Setup](/features/deal-hub/zip-setup).
  </Accordion>

  <Accordion title="Why can't I remove a ZIP code?">
    Newly added ZIPs lock for about 90 days before they can be removed, and only organization
    admins can remove them. Each saved ZIP shows a "Removable in X" badge until its lock
    expires.
  </Accordion>

  <Accordion title="How do I get a phone number?">
    Go to [Basic Setup > Phone Number](/settings/basic-setup/phone-number), choose
    **Get an instant number from us**, enter a US area code, and provision it. Prefer your own
    number? Connect [Quo](/integrations/quo) instead.
  </Accordion>

  <Accordion title="How do I connect WhatsApp?">
    Open **My Profile → WhatsApp**, enter your number with country code, and click
    **Activate**. You'll receive a test message to confirm it works. See
    [WhatsApp Notifications](/features/whatsapp).
  </Accordion>
</AccordionGroup>

## Finding and analyzing deals

<AccordionGroup>
  <Accordion title="How do I save a property to my pipeline?">
    In Deal Hub, click the **heart icon** on a property card - it lands in the
    "Not Contacted" stage of your Deal Pipeline. Saved listings are hidden from Deal Hub
    browse because they live in your pipeline now. Messaging an agent from an unsaved listing
    auto-saves it first.
  </Accordion>

  <Accordion title="How are comps calculated?">
    ProPilot finds recent comparable sales near the property, filters them by beds, baths,
    size, and sale date, removes extreme outliers, and weights the rest by similarity to
    produce a market value with a confidence grade. You can review every comp used and
    include or exclude comps yourself. See [Comps](/features/comps).
  </Accordion>

  <Accordion title="What is Max Offer (Target) in the Deal Calculator?">
    It's the most you can pay for the property and still hit your goal (formerly called Target
    Price). In **ARV** mode it solves from the after-repair value minus your margin, rehab, and
    buying costs. In **ROI** mode it solves from your return target. Rental and Flip each keep
    their own settings. See [Deal Calculator](/features/roi-calculator).
  </Accordion>

  <Accordion title="Where does the Section 8 rent number come from?">
    From published HUD fair-market rents: ProPilot uses the ZIP-level figure when available
    and falls back to the county figure otherwise. It's shown separately from the market rent
    estimate, and you can choose either as the rent source in the Deal Calculator.
  </Accordion>

  <Accordion title="How do I look up an address that isn't in my ZIPs?">
    Use [Off-Market & Address Lookup](/features/off-market-lookup). You can analyze any US
    address and add off-market deals manually. Deal Hub only shows on-market listings in your
    tracked ZIPs.
  </Accordion>

  <Accordion title="Why did my analysis numbers stay the same after I changed org defaults?">
    Defaults from [Financial Presets](/settings/basic-setup/financial-presets) and the
    organization's default ROI targets (set with the gear icon in the Deal Calculator's Max
    All In (Target) panel) apply to new analyses. A property where you explicitly edited
    values keeps your edits.
  </Accordion>
</AccordionGroup>

## Pipeline

<AccordionGroup>
  <Accordion title="Why did a deal move to Contacted on its own?">
    When you send or receive a message about a property, that deal automatically advances
    from Not Contacted to Contacted. Only the property actually discussed moves - other
    deals with the same agent stay put. See [Stages](/features/deal-pipeline/stages).
  </Accordion>

  <Accordion title="What do the badges on pipeline cards mean?">
    **Need Reply** - the agent's last message is unanswered. **Scheduled SMS** - a message is
    queued to send. **Recently Contacted** - you reached out recently. **Awaiting Follow Up** -
    a follow-up is due, from an explicit follow-up date or your org's follow-up window after
    the last message. See [Follow-ups](/features/deal-pipeline/follow-ups).
  </Accordion>

  <Accordion title="Why did a deal disappear from my pipeline?">
    Deals that sit in **Lost** longer than 30 days are removed automatically. Everyone gets an
    in-app notice about a week before. Message history is kept, and re-saving the property
    restores it to the first stage.
  </Accordion>

  <Accordion title="How do I assign deals to teammates?">
    Open a property card and pick an owner, or select multiple deals and use the **Owner**
    bulk action. Filter the board by owner with the owner filter next to the status filter.
  </Accordion>

  <Accordion title="Where is the Lost column?">
    It's hidden by default to keep the board focused. Use the **Lost** toggle (or **Show
    Lost** in the overflow menu) to reveal it; a badge shows how many deals are there.
  </Accordion>
</AccordionGroup>

## Messaging and calls

<AccordionGroup>
  <Accordion title="How do I create message templates?">
    Go to [Advanced Settings > Communication > Templates](/settings/advanced-settings/communication),
    click **New Template**, set a name and content (with placeholders like {"{{agent_name}}"} and
    {"{{property_address}}"}), pick SMS or Email and the conversation context, and save. See
    [Message Templates](/features/message-templates).
  </Accordion>

  <Accordion title="How do I send bulk messages?">
    In the **Deal Pipeline**, select properties, then click **Message** in the selection bar to
    open **Review & Send Messages**. Bulk operations are on Pro and Premium plans. See
    [Bulk Messaging](/features/bulk-messaging).
  </Accordion>

  <Accordion title="Why was my message scheduled instead of sent?">
    You were outside your organization's operating hours, or you used **Queue Send**, which
    books the next allowed window automatically. The message sends when the window opens. See
    [Operating Hours](/features/operating-hours).
  </Accordion>

  <Accordion title="How do I make a phone call to an agent?">
    Open a property's conversation, go to the **Calls** tab, and click **Call Now** (you need a
    provisioned phone number and microphone permission). On Quo, use **Call via Quo**. See
    [Calls](/features/messages/calls).
  </Accordion>

  <Accordion title="Can I send photos or voice notes by text?">
    Yes - SMS supports image and audio attachments, including voice notes you record in the
    composer. Files are capped at 5 MB; keep attachments under about 1 MB for reliable
    carrier delivery. See [SMS Attachments](/features/messages/sms-attachments).
  </Accordion>

  <Accordion title="What happens when an agent replies STOP?">
    The contact is opted out and ProPilot will not send them further SMS. The conversation
    shows an opted-out indicator. Use another channel (email or a call) if you still need to
    reach them.
  </Accordion>

  <Accordion title="Can I email from my own domain?">
    Yes. [Basic Setup > Email Setup](/settings/basic-setup/email-setup) walks you through
    adding a branded sending subdomain with DNS verification, with provider-specific guidance
    for Cloudflare, GoDaddy, Route 53, and Namecheap. Replies route back into ProPilot.
  </Accordion>
</AccordionGroup>

## Sequences

<AccordionGroup>
  <Accordion title="How do I set up a sequence?">
    Go to **Sequences**, click **Add Sequence**, choose the conversation type (New or
    Existing), add SMS, email, and call steps with wait times, and save. See
    [Sequences](/features/sequences).
  </Accordion>

  <Accordion title="What happens when an agent replies to a sequence?">
    The sequence pauses for that contact automatically - this is always on and can't be
    disabled. The contact appears under **Moved out** on the step card, and the conversation
    is yours to continue manually.
  </Accordion>

  <Accordion title="Why wasn't a contact enrolled in my sequence?">
    Common skip reasons: the contact is already enrolled in an active sequence, has no usable
    phone or email for the step types, or doesn't match the sequence's conversation type (a
    cold-intro sequence skips agents you already have a thread with, and a follow-up sequence
    skips agents with no thread). Bulk enrollment and auto-enroll rules show the skip reason
    per contact. See [Enrolling](/features/sequences/enroll).
  </Accordion>

  <Accordion title="Why can't I add another SMS step?">
    Sequences allow at most 2 SMS steps, and no two SMS (or two emails) can be scheduled
    within 24 hours of each other. The validation panel in the builder points to the exact
    step to fix. See [Rules & Limits](/features/sequences/rules-limits).
  </Accordion>
</AccordionGroup>

## Team, plans, and billing

<AccordionGroup>
  <Accordion title="How do I invite a team member?">
    Go to [Advanced Settings > Organization > Team & Roles](/settings/team-roles), click
    **Invite**, enter an email, choose Admin or Member, and send.
  </Accordion>

  <Accordion title="What's the difference between member, admin, and owner?">
    Members work deals; admins also manage org settings (ZIP removal, deal tags, pipeline
    retention, goals); the owner additionally controls billing and roles. See
    [Team & Roles](/settings/team-roles).
  </Accordion>

  <Accordion title="How do I change my plan or billing?">
    Go to [Advanced Settings > Organization](/settings/advanced-settings/organization) and click
    **Manage Plan** or **Manage Billing**. See [Billing & Plans](/settings/billing-plans).
  </Accordion>

  <Accordion title="Do I get a free trial when I sign up?">
    Eligible new Starter accounts get a card-free trial after phone verification and go
    straight into the workspace - no plan to pick first. A banner shows the remaining time
    with **Upgrade now** and **Book a demo**. Only one free trial is available per verified
    phone number. See [Billing & Plans](/settings/billing-plans).
  </Accordion>

  <Accordion title="Why didn't I get a free trial?">
    Common reasons: the phone number was already used for a ProPilot trial, the organization
    already has billing history or earlier free access, or you're joining as an invited
    teammate (only the organization owner can claim the trial). Signup continues to plan
    selection instead. See [Billing & Plans](/settings/billing-plans).
  </Accordion>

  <Accordion title="What happens when my free trial ends?">
    Full Starter access ends when the countdown expires. You're asked to choose a plan to
    keep using ProPilot. You can subscribe earlier anytime with **Upgrade now** on the trial
    banner - including **Upgrade to Starter** if you want to keep that plan and start paying.
  </Accordion>

  <Accordion title="What does the &#x22;No Available Usage&#x22; message mean?">
    You've used up a plan quota for the month (such as SMS, emails, rent estimates, or
    lookups). The **Manage Your Plan** window shows what ran out and your upgrade options.
    Quotas reset with your billing cycle.
  </Accordion>

  <Accordion title="Do you have a referral program?">
    Yes. Generate your code and share link in
    [Advanced Settings > Organization](/settings/advanced-settings/organization). The
    organization you refer gets a discount on its first billable cycle, and you earn a reward
    after they pay their first invoice.
  </Accordion>

  <Accordion title="I have a promo or referral code - where do I enter it?">
    At checkout, enter it in the **Have a code?** field at the top. It accepts referral codes,
    access codes, and promotion codes - you don't need to know which type yours is. Only one
    discount can apply per checkout.
  </Accordion>
</AccordionGroup>