How can we help?
Twelve short guides, each one a task you can finish today.
Getting started
- Set up your business in 20 minutesContact details, logo, services and your first quote, using the Get set up row on your dashboard.
- Bring your customers over from Jobber or a spreadsheetExport a CSV, match the columns, check the preview and import your customers and their properties.
- Invite your crew and use the field appInvite teammates by email, pick their role, and see what technicians do in the field app.
Winning work
- Take requests and bookings from your websiteShare your request form link, put it on your website, and turn on online booking if you want customers to pick a time.
- Build and send a quoteBuild a quote from your services, add good, better and best options or a deposit, and let customers approve online.
- Renew customers for next seasonSend next season's renewal quotes in bulk, with an optional price change, and track who said yes.
Doing the work
- Schedule visits on the boardLanes, drag to place, the week calendar and routes: how the Schedule board works.
- Set up repeating workWeekly mowing, seasonal programs and the same slot each time, set once on the job.
- Run a storm: plowing, salt and storm chargesStart a storm, send the routes, record salt and review the storm charges before anyone is billed.
Getting paid
- Get paid online by card or bankConnect Stripe so customers pay quotes and invoices by card, or from their bank account in the US.
- Send invoices and payment remindersBatch invoicing for finished work, emailed invoices, partial payments and automatic reminders.
- Give customers their own portalInvite customers to a portal where they see their quotes, invoices and visits, and sign in with an emailed link.
Still stuck?
Tell us what you were trying to do and we'll help.