How can we help?
Getting started
Start the trial, set up the company, bring your team and customers in.
- Start your free trialMake an account, set up your company and try everything for 14 days, with no card needed.
- Set up your company's details, logo and time zonePut your name, colour and logo on every screen, bill and email, and set the time zone your reminders use.
- Invite your team and choose their rolesInvite people by email with a role; they sign in with that address and say yes.
- Install the app and sign inGet the phone app, sign in with the email your office invited, and let your jobs arrive.
- Add customers, or import them from a spreadsheetBring your customer list over from a spreadsheet, or add and edit customers and their addresses one at a time.
- Build your price bookFill the price book that estimates and bills are made from, by import or a few items at a time, and change prices as they move.
Jobs and dispatch
Create and schedule jobs, plan the board, and the technician's day.
- Create and schedule a jobMake a job from the Jobs tab, or book one from a request, a maintenance visit or an import, then put it on a technician's day so it reaches their phone.
- The dispatch board: crews, skills and routesDrag jobs onto technicians or crews, see who has the skills a job needs, and put a technician's day in a shorter driving order.
- Your day on the phoneFind today's jobs, get directions, tell the customer you are on the way, and add notes and equipment from the job screen.
Working offline
How the app keeps working with no signal, and what is still waiting.
Photos and sign-off
Job photos, drawing on them, and the customer's signature.
Quotes and billing
Estimates with options, invoices, and getting paid.
- Good, better and best estimatesOffer the customer two to four options with optional extras, and let them pick and sign on the phone or on their own page.
- Send invoices and get paidRaise the bill from the job, email it to the customer, and record cash, check or transfer payments in the office or on the phone.
- The customer's own pageSend a customer a link to their own page, where they answer estimates, pay bills, see shared photos and ask for a visit.
Time
Clocking in and out, breaks, and automatic clock-in.
Plan and account
Your plan, two-step sign-in, exporting and deleting.
- Choose, change or cancel your planPick a plan by how many technicians you have, pay on Stripe's secure page, and change the card, the plan or cancel later.
- Set up two-step sign-inOwners must add an authenticator app within 14 days of signing up. Set it up on the web or the phone in a minute.
- Export your data or delete your accountDownload everything your company holds as one ZIP, or delete your account from the phone or the web.
Troubleshooting
When something is not where you expect it.
- A job isn't on my phoneThe phone shows the jobs you are on the crew for. Check you are on the job, sync, and check you are signed in to the right company.
- Photos or notes haven't reached the officeSee what your phone is still holding, tell waiting from refused, and send a report if something will not go.