💵 Jobs
Charge customers, cancelation fees, create recurring jobs, delete/duplicate jobs + more📄 Invoice
How customers can pay their invoice online
Customers can pay their invoice online once its been sent
Paid invoice notifications
Learn about the email and push notifications you will receive from a paid invoice
🧾 Charging & payments
Add Venmo/Cash App/PayPal
Learn how to link your Venmo/Cash App/PayPal profiles for collecting payment
🚨 Assignments & customer notifications
Resetting tech/team assignments
Reset tech/team assignments to a job to start fresh
Assigning multiple techs to a job
You can assign multiple technicians (who are not on team) to one job
How to send job assignments to cleaners - from Jobs
Learn how to send job assignments from Jobs
Additional articles
How GPS pin tracking works
Learn how GPS pin tracking works on jobs
How 2-way calling works from the customer profile
Place and receive (free) calls to and from customers
How 2-way calling works from jobs
Place and receive (free) calls to and from customers through the job
Downloading job checklists
Download your checklist as a PDF for any job
Saving custom line items
Save newly created custom line items for future use
Toggling invoice field visibility
Toggle which fields your customers will see on the invoice before you send it out
Cancelation fee refund
Did you charge a cancelation fee? You can refund it!
Deleting jobs
How to delete a job
Duplicating/copying a job
Learn how you can quickly copy a job
Recalculating tax in edit/create job
Recalculating tax when creating or editing a job will cause the total to change based on the tax % set for Tax and the job total
Setting tech availability
Learn how to set up your techs working availability
How to add a credit/debit to a job
Add a credit/debit to jobs that were set to be paid by other methods
Create custom priced jobs
Create completely custom jobs using custom line items
Quickly cycle through jobs
Click on 'Previous/Next' buttons to quickly cycle through jobs
How to adjust Tech/Team working hours
Learn how to adjust the total hours worked on a job for a technician/team
How to create a job
Create a booking through the Customer, Scheduling, or the Jobs module
How to cancel individual jobs
Learn how to cancel individual jobs
How to charge a cancelation fee
Learn how to charge a cancelation for a canceled job
How to enter the job duration
Learn how to enter and change the job duration for a job as an Admin or Manager
Opening a closed (job status is set to 'Paid') job
You can open a job that has been set to 'Paid' by changing the status - be mindful of the risks
How to activate and add recurring frequencies to jobs
Learn how to create recurring jobs
How to adjust pay per job
You can adjust pay for individual techs per job
How to create a cleaning checklist for each job
You can create a checklist for a job or use the defaulted checklist from Settings - learn how it works
How to batch charge customers
You can charge multiple jobs at once from the Jobs list view
How to create/add a team
Learn how to create/add a team of employees to a job
How to add a tip
If you do a good job you should get a tip! Learn how to add tips to jobs or have your customers leave one.
Adding internal job notes to jobs
Add internal job notes on jobs to keep track of job specific details/notes not visible to customers
Clocking in/out + GPS Tracking
Learn how to use the Start/Stop timer on the job + GPS Tracking
How to adjust Start/Stop time (job duration)
Learn how to adjust the job duration for a job by editing the Start/Stop times
Assigning jobs in scheduling
Learn how to assign jobs to cleaners from our scheduling/calendar view