The /config panel

Everything Nalo knows, in one place. Chat is great for quick actions. The /config panel is where you see the whole picture, clean up data, and tune settings.

Getting in

Type /config in chat with Nalo.

Nalo replies with a fresh 30-minute login link:

🔧 Here’s your settings link: https://app.heynalo.app/c/e2f24387
This link expires in 30 minutes.

Tap it. You’re in. No password, no 2FA — the link itself is the credential.

Why 30 minutes?

Short enough that a screen-share or forwarded link can’t be reused later
Long enough for a real work session
Auto-extends when you’re active

If it expires: type /config again for a fresh link.

Layout

┌────────────────────────────────────────────────────┐
│  [Dashboard]  [Clients]  [Schedule]        [...]   │
├────────────────────────────────────────────────────┤
│                                                    │
│                 ACTIVE TAB CONTENT                 │
│                                                    │
└────────────────────────────────────────────────────┘

Three primary tabs always visible: Dashboard, Clients, Schedule.

Overflow menu (...) contains secondary tabs:

Profile
Services
Employees
Crews
Expenses
Memory

Dashboard

“This month” stat cards

Quoted — sum of quotes created this month
Invoiced — sum of invoices created this month
Collected — sum of payments received this month
Outstanding — sum of balance due across unpaid invoices
Expenses (new) — sum of logged expenses
Net (new) — collected − expenses

Needs Attention

Surfaces items that need you:

Overdue invoices (>7 days past due)
Quotes untouched for 10+ days
Appointments without a client phone (can’t remind)
New clients without addresses (can’t route)

Recent Activity

Chronological list of the last 10 things that happened: quotes created, invoices paid, appointments booked, expenses logged.

Monthly Recap card

Shows last month’s AI recap in full. Regenerate button to force a fresh one.

Clients

Search by name, phone, email
Add Client — inline form with split phone (country code + number), address with validation
Edit any client — tap the card
Memory section per client — notes Nalo has gathered or that you’ve added manually
History — every quote, invoice, appointment with this client (one scroll)

Address validation on blur

When you type an address and tab out, Nalo calls the geocoding service:

✅ Validated — address resolved with GPS coords
⚠️ Partial — street found but ambiguous
❌ Failed — couldn’t resolve

Green checkmark appears next to validated addresses. Invalid ones can still be saved — route planning just won’t optimize them.

Schedule

Weekly grid view:

7 day cards in a row, Monday–Sunday
Today highlighted in teal
Appointments shown as teal-bordered cards with time, client, location preview
Tap any appointment → inline edit form (change time, date, location, crew, notes, delete)
Arrows at the top to flip weeks
Add Appointment button
Crew dropdown on the appointment form — hidden if you only have one crew

Deleting recurring appointments

When you delete a recurring one, Nalo asks:

Delete what? ○ Just this one ○ All upcoming [Cancel]

Profile (`...` → Profile)

Standard fields:

Owner name, business name, phone
Email, website, social media links
Address (split into street, city, state, zip OR raw)

New “Billing” section

Sales tax rate (%) — applied to new quotes/invoices
Deposit required (%) — shown on quotes
Default payment terms — free-text (“Net 15”, “Due on receipt”)
Google review link — enables automatic review requests
Document language — English / Spanish dropdown

Language preference stored per business. Flipping this changes all future PDFs (existing ones are not regenerated).

Services (`...` → Services)

Your service catalog. Each service has:

Name — “Drain cleaning”
Base price — numeric
Billing unit — per_job, per_hour, per_visit, per_day, per_unit
Description — 2–3 sentence professional copy

Services feed quote suggestions — when you say “quote Mrs Lewis for drain cleaning”, Nalo uses your pricing.

AI help button

On each service card, an “AI Help” button generates a professional description from the service name. Saves typing.

Employees (`...` → Employees)

+ Add Employee — inline form
Edit button on each card — inline form with name, phone, role, hourly rate
Remove button — soft-deletes; history preserved

See Crews & employees for details.

Crews (`...` → Crews)

+ Add Crew — name only
Rename — tap the name
Delete — the card’s delete button (prevented if this is the only crew)
Set as default — button on non-default cards
Members — chips with ✕ to remove
+ Add member — dropdown listing employees not yet in this crew

Expenses (`...` → Expenses)

Date range filter at the top — defaults to this month
Total + category breakdown chips
+ Add Expense — inline form
Export CSV — download filtered range
List — date, category, vendor, amount, notes, remove button
Row tap → inline edit (planned for v1.1)

Memory (`...` → Memory)

Two sections:

Business memory

Facts Nalo has gathered about your business — pricing preferences, service rules, typical hours. Editable textarea.

Client memory

Per-client facts. Each client’s memory in a collapsible section. Click to expand, edit, save.

Why this matters: the AI reads memory before every response. Wrong memory = wrong answers. Right memory = Nalo anticipates your needs.

Cleaning up

Wrong fact? Edit the textarea, save. Nalo will use the new version in future conversations. No “undo” — memory is ground truth.

Settings not in the UI yet (chat-only)

Some preferences don’t have a UI field. Say these to Nalo:

Change default crew: “Make Morning Team the default”
Switch document language: “Generate quotes in Spanish”
Update memory: “Remember that I charge $200 minimum for any weekend job”

Session timeout & tokens

30-minute timer per session (countdown in top-right)
Active use resets the timer to 30 minutes
Token is generated per-request and tied to your phone number
File-based token store — survives app restarts
Session ended? Type /config for a new link

Mobile vs desktop

The config panel is mobile-first — designed for thumb-driven use on a phone mid-job. Everything works on desktop too (pointer/cursor friendly), just bigger.

Analytics and tracking

/config loads:

Google Analytics (aggregated page views, no PII)
Microsoft Clarity (session replays, no PII)

Used to improve UX. No ads, no third-party sharing of your data.

Voice messages — Voice messages
FAQ — FAQ
Back to index — Overview