Getting started

Getting started with RGS Tools

RGS Tools adds six tools to your HighLevel agency. Setup takes about five minutes.

1. Install the app

Install RGS Tools from the HighLevel Marketplace, choose your agency, and approve the permissions. The app installs at the agency level, so it can reach the client accounts you choose to connect.

2. Create your RGS Tools account

After you approve, you land on RGS Tools. Create your account with your work email, or sign in if you already have one. The install finishes as soon as you're signed in.

3. Pick the client accounts to connect

Your agency's client accounts load in a list. Tick the ones you want the tools to work on and click Connect. Large agencies can take a minute. You can add more later under Sub-accounts in the dashboard.

4. Start a free trial

Open any tool and start its 7-day free trial, or start the All Tools Bundle trial to try all six. You won't be charged until the trial ends, and you can cancel any time under Plan & billing.

Tool What it does
Blast Follow-Up Lists who never replied to an SMS blast and tags them for a second send
Conversation Exporter Exports calls with recording links, SMS and email for any date range
Backup & Insights Backs up contact files and documents, with search and reports
Sub-Account Manager Creates custom fields and users in bulk and manages permissions
Field Finder Finds any custom field or value and its merge tag
Power-Ups Contact Peek, File Preview, Dark Mode and Duplicate Contact inside HighLevel

5. Turn on Power-Ups (optional)

Power-Ups run inside HighLevel itself. In the dashboard, open Power-Ups and copy the one-line install code. In HighLevel, go to Agency Settings › Company › Custom JS, paste it at the bottom, save, and refresh. Then switch each Power-Up on or off and choose which client accounts get it.

Disconnecting

Remove a client account under Sub-accounts, or uninstall the app in HighLevel to disconnect everything. Access stops immediately. Subscriptions are cancelled separately under Plan & billing.

Need help?

Email support@revenuegeneratingsolutions.com or call (617) 877-5608. We reply within one business day.