Help docs

How it works after you say yes.

Plain answers for Fornax clients, no login needed: going live, your dashboard, your phone line, making changes, connecting your domain, and what to do when something's off.

Updated

Getting started

From preview to live site in four steps. There's nothing to design yourself and, on Managed, no hosting account to set up.

  1. We build your site

    We build it from your business name, trade, service area and logo. If you reached out to us first, our AI assistant emails you a couple of quick questions before it builds anything.

  2. You get a preview link

    It shows your actual site plus a look at the dashboard for your plan. No cost to see it.

  3. Say yes and check out

    Your preview email has your Client ID, the code that ties checkout to your preview. Press Get this site on your preview, or go to checkout and enter it with the email it was sent to. Choose Managed (we host and look after the site) or Site only (you pay once and take the site). Pick monthly or yearly and pay by card. There is no setup fee.

  4. You're live

    On Managed, your site goes live on its Fornax address right after checkout, and your dashboard login arrives by email. Your own domain follows once you connect it; see Domains. Then dial the forwarding code shown in your dashboard; see Your phone line.

On Site only? You take the domain and the site files and run the site yourself. The dashboard, phone line, editing and HubSpot sections below don't apply to you. Want them later? Switch to Managed.

Your dashboard

On Managed plans, your dashboard is where leads land and where you make changes to your site. It works on your phone and your computer.

  • Lead inbox

    Calls, texts and quote requests land here in one list, with an email alert for each. Export them to a spreadsheet (CSV) anytime; they're yours.

    Solo and Crew

  • Edits

    Change your site's content within your plan, from your phone or computer.

    What you can change

    Solo and Crew

  • Notes and pipeline

    Keep notes on each lead and see where it stands in a pipeline: the stages a lead moves through on its way to becoming a job (new, contacted, quoted, won, lost). On Crew you can set your own stages.

    Solo and Crew

  • HubSpot status

    Shows whether HubSpot is connected, so you can spot a broken connection.

    Crew

Your phone line

On Managed, your plan comes with a Fornax phone line. You keep your own number, and your personal cell is never moved.

Send missed calls to your Fornax line

Your dashboard shows a forwarding code. Dial it once from your business phone. Calls you can't answer then go to your Fornax line. The caller hears a greeting in your business name, the call becomes a lead, and you get an alert. You can undo it anytime.

The number on your website

If you choose, the number on your website is a Fornax number. It rings your own phone, and each call is counted in your dashboard.

Texting

Missed-call text-back and two-way texting switch on once phone carriers approve your business as a sender. That usually takes 1 to 3 weeks.

Solo includes about 200 calls a month and Crew about 600. We'll tell you before any usage charge ever applies.

Editing your site

You make changes from your dashboard. What you can change depends on your plan.

What you can change Solo Crew
Service descriptions and other page text
Contact info and hours
Your logo and photos
More photos, for your services and team (up to 20)
Colors and fonts (set by your site's style, not edited from the dashboard)

We don't write custom code for individual sites. Every site is built from the same design system.

Domains

On Managed, your site starts on a Fornax web address. Point your own domain at it whenever you're ready.

Start on a Fornax address

Your site works on a Fornax web address as soon as it's live. You don't need a domain to get started.

Bring your own domain

If you bring your own domain, it stays registered to you. To connect it, you update the website records at your registrar (the company you bought the domain from), using the values we send you.

At your registrar Domain settings, often called DNS
Records What to do
Website Update them with the values we send you. Change
Email (MX) Leave them exactly as they are. Leave alone
Your email isn't affected if you leave your email (MX) records alone. Only the website records need to change.

Your current website

Nothing changes until your domain points to your new site. Your old site stays up until then, and you cancel your old host when you're ready.

On Site only

You take the domain and the site files, plus a final export of your leads and history. We point your form and analytics to you and guide you through the move. Where you host the site from there is up to you. We keep a copy of your data for 90 days after handover, then delete it. Site files, which hold no customer data, are kept up to 12 months so you can download them again.

Sending leads to HubSpot

On Crew, new leads can go straight into HubSpot as well as your lead inbox. HubSpot is the only job software we connect to at launch. You don't need to switch the software you use.

HubSpot

Available Crew

New leads push to HubSpot automatically. The sync is one-way: changes you make in HubSpot don't come back to Fornax.

  1. A new lead comes in
  2. Your lead inbox and email
  3. HubSpot
Every lead stays in your lead inbox too, even if the HubSpot connection breaks.

Other job software is planned, not built. Using something else? Email support@fornaxopsuites.com and tell us which. It helps us decide what to build next.

Troubleshooting

Quick fixes for common problems, roughly in the order you'd meet them. If none of these help, email support@fornaxopsuites.com.

I lost my Client ID.
It's in the email that brought your preview. Can't find it? Reply to that email and ask, or email support@fornaxopsuites.com.
My login email never arrived.
Check your spam folder first. If it isn't there, email support@fornaxopsuites.com from the address you used at checkout.
I need to change my hours or phone number.
Use Edits in your dashboard, on your phone or computer. Contact info and hours can be changed on both Solo and Crew.
Missed calls aren't showing up in my lead inbox.
Check that you dialed the forwarding code shown in your dashboard, from your business phone. Still nothing? Email support@fornaxopsuites.com.
Something on my site looks broken.
Email support@fornaxopsuites.com with a screenshot and the address of the page.
My email stopped working after I changed my domain settings.
Check at your registrar that your email (MX) records are still there, and put them back if they were changed. Still not working? Email support@fornaxopsuites.com from another address, like a personal one, since your business email may be down.
Leads are missing from HubSpot.
Check that you're on Crew and that your dashboard shows HubSpot as Connected. Your leads are still in your lead inbox either way, and you can export them to CSV.

Best practices

A few habits that get more out of your site. None of them take long.

  • Answer new leads fast

    Speed beats polish. Every request also lands in your email, so you can call back from your phone wherever you are.

  • Ask happy customers for Google reviews

    Your Google reviews show on your site, where new customers see them.

  • Keep your hours and phone number current

    Update them from your dashboard the day they change, so nobody calls a wrong number.

  • On Crew, check HubSpot weekly at first

    Make sure new leads are showing up in HubSpot until you trust the sync.

Haven't seen your own site yet?

Tell us about your business. Our AI assistant asks a couple of quick questions, then emails you a preview. No cost to see it, and you pay only if you want it.

See it with my business See prices and terms Already have a Client ID? Continue here