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step-by-step walkthroughs for every app in the wymzy suite. 579 articles across 43 categories.
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wymzy basics
find your way around the suite
browse by app
account & billing
subscribing, managing your plan, and account settings
bullfrog
cloud storage and file sharing
sassafras
ai receipt scanner and expense tracking
pawpaw
invoicing and stripe payments
magpie
your products price book — add once, every invoice and quote pulls from it
mockingbird
your services price book — add once, every quote and invoice pulls from it
otter
promotions — discount codes that auto-redeem at checkout
dragonfly
client crm — your active customer relationships
marigold
lead capture and pipeline — new through won
katydid
recurring expenses — fixed bills, variable bills, and your monthly nut
yaupon
customer portal — a private home base for every customer
crawdad
jobs and operations
mayhaw
estimates & quotes that turn into invoices
alligator
content planning calendar
armadillo
customer referrals
bluegill
ai chatbot for your site
bluejay
send payments
bobcat
portfolio · showcase
bobwhite
time tracking
cardinal
subscriptions
catfish
vendors and suppliers
coyote
nps surveys + smart google review requests
cricket
team chat that lives next to your work
cypress
team & seats — invite, set roles, control access
firefly
punch-card loyalty — buy 9 get 1 free
gopher
multi-week project work — milestones, materials, draws
heron
custom domains — bring your own and point it anywhere
honeysuckle
equipment & assets — every truck, tool, and machine you own
hummingbird
forms · intake
loblolly
e-signature · contracts
magnolia
self-serve website builder
osprey
cross-app analytics
oyster
compliance calendar — the deadlines that fine you when missed
pecan
payroll
possum
password vault
sparrow
sms campaigns
sunfish
infinite-canvas whiteboards
sweetgum
1099 contractors
sycamore
books
tortoise
internal kb and sops
whippoorwill
blog
whitetail
gift cards
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