Video walkthroughs

0 Setting up a free trial

1 Get your account ready

2 Add your first customer and job

1 Day to Day - Appointment reminders

2 Day to Day - Using the planners

3 Day to Day - Navigation (including optimised drive)

4 Day to Day - Job list - sort and filters

5 Day to Day - Replanning

6 Day to Day - Invoicing

Module 10.1 adding a location and frequency to a round

Module 10.2 Scheduling by rounds

Module 11.1 Setting default service prices

Module 11.2 Viewing and adding attachments

Module 12.1 Adding users and teams and setting their permissions

Module 12.2 Assigning work to users and teams

Module 13.1 Creating quotes

Module 13.2 Sending quotes for acceptance viewing replies and booking in

Module 13.3 Quote status indicators

Module 14.1 Creating and sending invoices

Module 14.2 Viewing invoices and their statuses

Module 15.1 Recording payments

Module 15.2 Automatic payments

Module 15.3 Inviting customers to sign up to auto-payments

Module 15.4 Automatic payments on the customer finance tab

Module 15.5 Bank Reconciliation UPDATED

Module 15.6 Detaching a record in bank reconciliation

Module 15.7 Credit notes, write offs and tips

Module 16.1 Creating expenses

Module 17.1 Message templates and tokens

Module 17.2 Inbox (the replacement for the all messages view)

Module 17.3 bulk messaging from planner views

Module 18.1 Viewing and downloading reports

Module 21.1 SEND audiences

Module 21.2 SEND templates

Module 21.3 SEND campaigns