Docs
Book a demo
All docs
Getting started
Welcome to ShareWillowCreate your accountSetup checklistPlan Design & LaunchThe Home pageInvite your team
Plans
OverviewHas videoBuild a planPlan templatesPlan typesTeam poolsScorecards and KPIsJob-based plansThresholdsQualifiersPerformance payParticipants and visibilityManaging live plansConnect a plan to data
Metrics & data
MetricsHas videoBuild a metric in plain EnglishDatasetsMetric goalsSharing data with employeesDrill-downSync status and connection health
Payouts
Review and approve payoutsAuto-confirm payoutsPayout history and reportsPayroll exportPay periodsOvertime
Dashboards & leaderboards
DashboardsLeaderboardsTV displayGoogle Reviews
Team
PeopleImport and match employeesDepartments and rolesWhat your team sees
Mobile app
The technician appSigning inHome screenPlan details and “How it's calculated”Metrics and earningsEffective hourly rateThe BoardPayouts tabNotifications and emailsProfile, language and settings
Willow Texts
Willow TextsHas videoSet up Willow TextsWhat technicians can askWhat Willow sendsPay questions and approvalsResults and conversations
AI
Ask ShareWillowAI agents and routinesClaude and ChatGPT connectorAI credits
Integrations
IntegrationsServiceTitanHousecall ProJobberWorkiz, Service Fusion, ServiceTrade, FieldPulse, Zuper and JobTreadQuickBooks OnlineGoogle Sheets, uploads and email-in
Account
Company settingsYour profile and sign-inBillingGet help
AI

Claude and ChatGPT connector

Company admins can connect ShareWillow to Claude or ChatGPT and work with their plans and payouts there. You sign in with your ShareWillow account, and the connection only sees your company.

How it works

  • Add ShareWillow as a connector, then sign in and approve access.
  • Ask about plans, payouts, employees, metrics and integrations.
  • High-impact actions, like publishing a plan, open ShareWillow to finish.
  • Only company admins can connect, and every action is logged.