Customers and jobs
How do I add a customer?Site-specific details like the gate code, lockbox number, where to park, and a note about the dog live on the customer's Site, not the customer form. Add a…How do I schedule a job?The job shows on your schedule and builds a full record you can add photos and notes to as you go.How do I set up a recurring job?Recurring is set when you create a new job, you can't make an existing job recurring.What do the job stages mean?Every job moves through simple stages so you always know where it stands:How do I add photos to a job?It stays attached to that job instead of getting lost in your camera roll. Snap before-and-afters, damage, or proof of work, and you've got a permanent record…How do I capture a customer's signature?When you complete a job, capture the customer's signature right on your phone or tablet, in the job's Complete step. It saves to the job as a signature…
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