ClearShield Advisory Support

Last updated: May 12, 2026

About ClearShield Advisory

ClearShield Advisory is the AI voice-agent and operations platform powering ClearShield AI Voice Agent and its industry-specific brands (DialMove for movers, LawnRing for landscapers, ScoreACut for barbers and stylists). Our AI receptionist answers your business line on a real local phone number, qualifies leads, gives quotes, books appointments onto your calendar, and texts confirmations. The ClearShield iOS app is the inbox, route, and admin tool for the business owner and crew. A ClearShield subscription is required to use the app — sign up at clearshieldadvisory.com.

Getting started

1. Subscribe at clearshieldadvisory.com. After payment, you'll receive a welcome email with your portal login and a dedicated local phone number for your business.
2. Connect Google Calendar from the portal so the AI can book appointments directly onto your schedule.
3. Optional — connect Stripe or Square to take deposits when bookings confirm.
4. Install the ClearShield iOS app and sign in with the same email you used at signup. Calls, messages, and appointments flow into the app in real time.

Sign-in help

I can't sign in to the app

• The ClearShield app supports three sign-in methods: Sign in with Apple, Sign in with Google, and email + password. Use whichever you used at signup.
• If you used email + password and forgot your password, tap "Forgot password" on the sign-in screen and follow the email instructions.
• If you signed up with Google or Apple, do not create a new email/password account — sign in with the original provider, which is tied to your subscription.

I'm not getting verification emails

App features

Calls

Inbound calls to your ClearShield number are answered by the AI agent. The transcript and any booking that came out of the call appear in the app under Inbox and Today. You can also place outbound calls from your business number directly from the app's contact and conversation screens.

Appointments

Every confirmed booking appears on the in-app calendar with customer notes, deposit status, and contact details. Tap any appointment to edit, cancel, or send the customer a follow-up SMS.

Quotes

Use the in-app Quote tab to generate a quote on the fly — same engine the AI uses on calls. You can save the quote as a job or text it to a contact.

Notifications

The app uses push notifications for new bookings, missed calls, and inbound calls (CallKit ring). Allow notifications when prompted on first launch. You can adjust which notifications are enabled under Settings → Notifications.

Subscription & billing

How am I billed?

ClearShield is billed monthly via Stripe. Your invoice is emailed to the address on file, and you can manage payment method, view invoices, and cancel from the customer portal link in any invoice email.

How do I cancel?

Do you offer refunds?

Privacy & data

Inbound call recordings and transcripts are retained for up to 12 months. We never sell or share your data, and we do not use your data to train AI models. For full details see our Privacy Policy.

Reporting a bug or requesting a feature

Contact us

• Website: clearshieldadvisory.com
• Mailing address: ClearShield Advisory LLC, available on request

See also our Privacy Policy and Terms & Conditions.