> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/basics.md). # Product Concepts Start here when you need the shared concepts behind the rest of Essential. The sidebar splits the old broad Basics section into focused areas for first login and activity, the Essential Assistant, customer portal concepts, and automation concepts. ## Everyday concepts * [First login, navigation, and support](/administration/basics/first-login-navigation-and-support.md) * [Timeline events and comments](/administration/basics/timeline-events-and-comments.md) * [Roles and permissions: how access works](/administration/basics/roles-and-permissions-how-access-works.md) * [Custom fields: your business's extra fields on records](/administration/basics/custom-fields-your-businesss-extra-fields-on-records.md) * [Custom pricing: a special price for an item, per customer or property](/administration/basics/custom-pricing-a-special-price-for-an-item-per-customer-or-property.md) ## Focused areas * [Using the Essential Assistant](/administration/using-the-essential-assistant.md) * [What the Essential Assistant can and can't do](/administration/using-the-essential-assistant/what-the-essential-assistant-can-and-cant-do.md) * [What your customers see in the Customer Portal](/administration/what-your-customers-see-in-the-customer-portal.md) * [How recurring service automation works (the full cycle)](/administration/how-recurring-service-automation-works-the-full-cycle.md) ## All guides * [Roles and permissions: how access works](/administration/basics/roles-and-permissions-how-access-works.md) * [Using the Essential Assistant](/administration/using-the-essential-assistant.md) * [What the Essential Assistant can and can't do](/administration/using-the-essential-assistant/what-the-essential-assistant-can-and-cant-do.md) * [What your customers see in the Customer Portal](/administration/what-your-customers-see-in-the-customer-portal.md) * [How recurring service automation works (the full cycle)](/administration/how-recurring-service-automation-works-the-full-cycle.md) * [Custom fields: your business's extra fields on records](/administration/basics/custom-fields-your-businesss-extra-fields-on-records.md) * [Custom pricing: a special price for an item, per customer or property](/administration/basics/custom-pricing-a-special-price-for-an-item-per-customer-or-property.md) * [Custom Task automation: an internal task instead of customer outreach](/administration/how-recurring-service-automation-works-the-full-cycle/custom-task-automation-an-internal-task-instead-of-customer-outreach.md) * [Editing a quote or invoice through the Assistant](/administration/using-the-essential-assistant/editing-a-quote-or-invoice-through-the-assistant.md) * [How automated outreach batches are built and who they go to](/administration/how-recurring-service-automation-works-the-full-cycle/how-automated-outreach-batches-are-built-and-who-they-go-to.md) * [How your customers sign in to the Customer Portal](/administration/what-your-customers-see-in-the-customer-portal/how-your-customers-sign-in-to-the-customer-portal.md) * [Managing portal users (inviting, access scope, and editing)](/administration/what-your-customers-see-in-the-customer-portal/managing-portal-users-inviting-access-scope-and-editing.md) * [The property-access form your customers fill out to approve, deny, or redirect upcoming work](/administration/what-your-customers-see-in-the-customer-portal/the-property-access-form-your-customers-fill-out-to-approve-deny-or-redirect-upcoming-work.md) * [Visit types: which services an inspection report can complete and reset](/administration/how-recurring-service-automation-works-the-full-cycle/visit-types-which-services-an-inspection-report-can-complete-and-reset.md) * [What "Awaiting Service Completion" means and how it clears](/administration/how-recurring-service-automation-works-the-full-cycle/what-awaiting-service-completion-means-and-how-it-clears.md) * [What a service completion is and how it's recorded](/administration/how-recurring-service-automation-works-the-full-cycle/what-a-service-completion-is-and-how-its-recorded.md) * [What automated outreach sends, and previewing it](/administration/how-recurring-service-automation-works-the-full-cycle/what-automated-outreach-sends-and-previewing-it.md) * [What happens after automated outreach: the customer's response](/administration/how-recurring-service-automation-works-the-full-cycle/what-happens-after-automated-outreach-the-customers-response.md) * [Why isn't an asset group's automation running? (blockers)](/administration/how-recurring-service-automation-works-the-full-cycle/why-isnt-an-asset-groups-automation-running-blockers.md) * [First login, navigation, and support](/administration/basics/first-login-navigation-and-support.md) * [Timeline events and comments](/administration/basics/timeline-events-and-comments.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/administration/basics.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.