All questions & guides
Overview
How do I create quotes?
How do I send quotes?
How do I send automatic/ manual invoices?
How do I apply a discount?
How do I set up automated payments with Stripe?
How do I set up automatic payments with GoCardless?
How do I set up bank reconciliation?
How do I use bank reconciliation?
How do I record payments?
How do I record expenses?
How do I generate customer statements?
Overview
How do I set up my general settings?
How do I configure my directory and portal settings?
How do I configure my attachment settings?
How do I configure my VAT settings?
How do I configure my quote settings?
How do I configure my worker/planner restriction settings?
How do I ensure replanning always updates my schedule?
How do I configure skip reasons and charges?
How do I set my email settings?
How do I set my SMS settings?
How do I set up two-way email?
How do I create message templates and tokens?
How do I set up and use canned responses?
How do I change a customers default notification method?
What are some extra invoicing and payments settings I can enable?
What are some extra notifications and messaging settings I can enable?
What are the extra user permissions I can enable?
What extra jobs and scheduling settings can I enable?
How do I add or update customer deactivate/delete reasons?
What are the recommended archiving settings?
Overview
How do I add a customer?
How do I add a new user and set their permissions?
How do I add and assign skills to users?
How do I assign work to users and teams?
How do I group jobs into rounds?
How do I view and plan jobs on a map?
How do I use the forward capacity planner?
How do I replan jobs?
How do I use optimised route navigation?
How do I attach job files and pictures?
How do I use automatic email attachments?
How do I set up job time recording?
How do I create custom job checklists an fields?
How do I enable custom job checklists and fields on individual customers, jobs and users?
How do I enable custom checklists and fields globally?
How do I create and apply a bulk price change?
Overview
How do I set up my profile?
How do I manage my subscription?
How do I download/ view my subscription invoices?
How do I change my password?
How do I enable two-factor authentication?
How do I add and interact with payment accounts?
How do I perform a data backup?
How do I change my app appearance?
How do I set a custom theme (app appearance)?
Overview
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 17.3 bulk messaging from planner views
By the end of this module you'll be able to send messages in bulk from the planner views
There’s another option for sending messages now for sending in bulk to all on Advanced and up.
This allows admins to send SMS or email messages to customers in bulk from any of the planner views, including the job list.
For example, if a worker can’t complete the rest of the work for a certain day and the customers need to be informed, then filter by user from the work planner > select all not done by going to the double tick (or manually select those you wish to send the message to) then go to the new blue send to all icon from the actions at the top and this will open the message editor.
Choose whether to send via email or sms from the drop down, then start editing the message to send. Tokens can be used as normal, and if you wish, this can be set up on the generic SMS and email templates if there’s a message that you use reasonably regularly that you want sent out in bulk to be saved.
Once you’re happy with the message, press send.
You can check the messages in the message tab on the customer and from the new section ‘inbox’
The job list is a useful place to go to to find groups of customers with jobs in a particular round, with jobs assigned to a particular worker, all who have had a particular service within a date rage, etc.
Follow the step-by-step here:
