Scheduling

Changing the price for the entire frequency for any job

To change the job amount for the reoccurring bookings, please find that booking under Schedules > Daily View > use the calendar to navigate to that booking > Double click on the booking. Once you double click on the booking you want to edit, you can...

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Creating Discount Codes for your customers

To create a discount code, please navigate to Settings > Discount > Create a Campaign +. You can type the campaign name which could be the event that the discount code is for. Here, we have a discount code which says Fifty Discount indicating...

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Setting and collecting ratings for your crews

To set rating and rating incentives, please navigate to Settings > Payroll > Rating Incentives. Here, you will find that you can set an amount or percentage of the booking amount according to the rating (no. of stars) that they’ve for completing the...

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Creating an invoice manually for your customer

To create an invoice manually for a customer, please head over to Bills > Invoice > Action > Create Invoice. Once you click on Create Invoice, you can select the client that you want to create an invoice for. You can select the date of the invoice...

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Allowing crews to edit property details

To allow crews to edit the property details, please head over to Settings > Integration > Crew App. Scroll down to the bottom and you will find the option to switch between whether or not to allow crews to edit the property details. This will allow...

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Sending the links of crew app to crew members

To send the links of the crew app, please navigate to Settings > Integration > Crew App. Here, you can scroll down and find where it says App Store (iOS) and Play Store (Android). These links can be copied and sent to the crews based on the OS they...

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Set an outstanding threshold for clients

Outstanding threshold is the maximum amount that your client can owe you. To set the outstanding threshold amount, please navigate to Settings > General > Schedule. Next, find where it says Outstanding threshold and type in the amount in the text...

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Change crew list order on daily view

To change the crew list order on the daily view, please navigate to Settings > General > Schedule. Scroll down to the part where it says Crew list order with a dropdown. Click on the dropdown and select your preferred choice. Hit Save now the Crew...

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