Step By Step

One Job, Start To Paid

Follow a single job through Job Manager, from the first request to getting paid. Everything below happens on your phone.

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14 days free. No card needed.

STEP 1What you do

Your day at a glance

You open the app and see what needs you: new requests, estimates waiting on a customer, and what you are owed. Everything is one tap away.

Home screen
Home screen
STEP 2What you do

A request comes in

Requests land in one list, from your lead page or from customers booking online. If a customer asked for a day, it shows right on the card. Approve it, ask for another day, or turn it into an estimate.

Requests, with two customers asking for a visit
Requests, with two customers asking for a visit
STEP 3What you do

Build and send an estimate

Pick items from your price book, add a custom line, and send a link by text, email or QR code. The totals and sales tax are done for you.

The estimate, ready to share
The estimate, ready to share
STEP 4What your customer sees

The customer approves from a link

No app and no login for your customer. They open the link, look it over and tap Approve. You see it right away.

Customer view: approved estimate
Customer view: approved estimate
Customer view: next step is to ask for a visit time
Customer view: next step is to ask for a visit time
STEP 5What your customer sees

The customer asks for a time

They pick a day and morning or afternoon. Times you are already booked for are not offered. It is a requested time only, and the page says so.

Customer view: the booking page
Customer view: the booking page
STEP 6What you do

You approve it, and it is on the schedule

Tap Approve on the request and the visit lands on your calendar, for you or a crew member. Nothing is booked until you approve it.

Schedule
Schedule
Customer text if you reschedule or can't do their day
Customer text if you reschedule or can't do their day
STEP 7What your customer sees

Texts keep the customer in the loop

Visit confirmations, a reminder the day before, an On my way text, reschedule notices, and estimate follow-ups go out for you. Every text ends with how to opt out.

Confirmation, reminder and On my way
Confirmation, reminder and On my way
Estimate follow-up and booking link
Estimate follow-up and booking link
STEP 8What you do

Invoice, then get paid

Make an invoice from the approved estimate in one tap and send the link. When the money comes in, the customer gets a receipt. If an invoice goes unpaid, they get one friendly reminder.

Invoice
Invoice
Payment reminder and receipt
Payment reminder and receipt
STEP 9What you do

On the job: photos, costs and miles

Take job photos, snap a receipt and add an expense, and tap Arrived to have the miles worked out from the address. On my way, Arrived and Done times are saved on the visit for your own reference. With no signal, these wait on your phone and send themselves when you're back in range.

STEP 10What you do

Make it yours

Turn on online booking, choose your days and hours, and cap how many visits you take at once. Add review requests or texting when you are ready.

Online booking settings
Online booking settings
Add to your plan
Add to your plan

Try It On Your Own Jobs

Your first 14 days are free, with no card. $39/month for you plus 2 crew after that, and 3 more seats are $25/month if you need them.

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Texting is not part of the free trial. It starts after you add a card and your business is registered for texting.

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