Job Management

• Operations - Job Management

  Job Management Short: Creating jobs, statuses, line items, photos, attachments and job features. Creating Jobs Location: Jobs → New Job Steps Go to Jobs → New Job. Choose method: From Approved Estimate (auto-populates). Standalone Job (select client and property). Fill details: title, description, priority (low/medium/high), status (pending/scheduled/in progress/completed). Assign technician(s) and schedule start/end. Add line itFew readers

Property Management

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Scheduling & Routes

• Scheduling & Routes

  Scheduling & Routes Short: Manage calendar scheduling, AI route planner (Plan My Day) and route optimization. Schedule View Location: Schedule page Features Day/week/month calendar view. Drag-and-drop rescheduling. Technician-specific views. Color-coded job statuses. Usage Open Schedule. Drag job to change assignment/time. Filter by technician to manage a single resource. Plan My Day Location: Schedule → Plan My Day Purpose AFew readers

Troubleshooting

• Operations - Troubleshooting

  Troubleshooting Short: Common problems and step-by-step remedies. Login Issues Use Forgot Password link. Clear browser cache or try private mode. Contact support if still blocked. Client not receiving emails Verify client email, check spam, ask to whitelist your domain, resend or download PDFs and email manually. GPS not working on mobile Ensure location permissions enabled and GPS is on. For iOS: Settings → Privacy → Location Services. For Android: Settings → AppsPopular

Common Workflows

• Common Workflows

  Common Workflows Short: Three key workflows: New client → completed job; Recurring maintenance; Emergency job dispatch. Workflow 1 — New Client to Completed Job Lead is created and contacted. Qualify and build estimate. Send estimate and track views. On acceptance, convert estimate to job and schedule. Technician completes job and uploads photos/notes. Manager converts completed job to invoice and sends to client. Client pays; record payment and closFew readers

• Property Management

  Property Management Short: Create and manage properties (service locations) for clients. Covers property fields, photos, mapping, inspection status, recurring maintenance, and troubleshooting. Overview Properties represent service locations (addresses) tied to a client. Treat properties as first-class records — jobs, invoices, inspections, and photos are associated with a property so location, history and recurring work remain organized. Where to find it: Properties → Add PropeFew readers