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Home/Help Center/Customers and jobs

Customers and jobs

How do I add a customer?Now everything about that customer is in one place for every visit.1 min readHow 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.1 min readHow do I set up a recurring job?It rolls forward on its own. You can skip or reschedule a single one without breaking the whole series.1 min readWhat do the job stages mean?Every job moves through simple stages so you always know where it stands:1 min readHow 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…1 min readHow do I capture a customer's signature?When you close out a work order, capture the customer's signature right on your phone or tablet. It saves to the work order and shows up on the invoice PDF, so…1 min read

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