How it Works

Scheduling

BOOK JOB

The main page your customer sees will have every service you offer displayed for them to choose from. Each service option will include a description, price, and length of time required to complete.

SCHEDULE

Once a service is chosen, your customer will see a calendar with your available times and dates. They will decide what works for their schedule, enter their contact information, and input their specific request, whether it be an estimate or a job.

There is an option for the customer to mark if the appointment is just for an estimate.

GAINS

  • Keep track of appointments all in one place

  • Clarifies communication at the first point of contact

  • Customers can easily access your services

jOB Overview

specific appointment

You will be notified of the booked appointment. Click into your first scheduled appointment. You are provided all the necessary information, including name, address, and job request. A map feature will direct you to the customer location.

Gains

  • Customer information and location are accessible

tracking

STARTING A JOB

When you arrive at the appointment location, you will be presented with a ‘Start Job’ button. Once clicked, it will notify your customer via email, and begin tracking your time at the job.

 

DURING A JOB

You will be provided a space to enter notes about the job. There will be a page to choose what service you are offering along with the accompanying cost. The preceding page will allow you to enter additional costs, such as materials/parts needed to complete.

 

FINISHING A JOB

You will be presented with an ‘End Job’ button. Once clicked, it will stop tracking your time, and again notify your customer via email. An invoice will automatically be compiled for the job right then and there.

GAINS

  • Easily keep track of time spent on a job

  • Communicates with the customer when the job is being completed

  • Collects all needed job information

Invoicing

An invoice will automatically be compiled for the job right then and there. It will be sent out to your customer immediately.

GAINS

  • Never forget about invoicing a customer again

  • Automatically compiles invoice for you

Payment

The customer will pay right there at that moment. Payment with cash/check can be recorded, or payment via card (via camera scan) or online (PayPal) can be completed. Once the transaction is finished, a receipt will be emailed to both you and your customer.

The compiled invoice will be emailed to your customer immediately as a receipt.

Gains

  • Improved cash flow

  • More flexibility for the customer