3 practical steps
Plan your first visits in the diary.
Move a small, checked set of customer and visit information into a working schedule.
- Prepare a small set of information
- Review the diary
- Open and check the job
Resources/Guides
Guides
Pick a task. See the steps.
Short guides with actual product captures, practical instructions and a clear outcome.
3 practical steps
Review a customer’s quote and invoice.
Use one example to see where the agreement ends and planning the work begins.
- Start with the right customer
- Find the accepted quote
- Review the customer invoice
3 practical steps
Choose hosted or embedded booking.
Choose the location of your booking flow before choosing a plan.
- Decide where people should book
- Check the installation route
- Check the office workflow
Run the office from one place.
Choose a plan for your diary, customer records, quotes, invoices and cleaner app. Add online booking if you need it.