Best Practices & Tips

Short: Practical daily workflows, data entry, efficiency and training guidance.

Daily workflow

Morning

• Review Dashboard and Schedule, run Plan My Day, check technicians.

During day

• Techs clock in, update statuses, take photos.

End of day

• Convert jobs to invoices, send invoices, review next day.

Data entry tips

• Be consistent with addresses and service names.
• Use notes and access info.
• Standardize price book entries.

Efficiency tips

• Build a comprehensive price book upfront.
• Use templates, recurring tasks and automation.
• Regularly review analytics and profitability.

Training

• Technician onboarding checklist and office staff training plan.

Updated on: 11/01/2026