The Work View
The Work View serves as your handy assistant throughout the day. All your scheduled jobs are neatly organized and ready for you to complete, with the next task appearing automatically as you finish each one.
Each job includes the customer's details, along with any notes about the work. To navigate to the job site, simply tap the "Directions" button to open your preferred maps app.
Adding new jobs to the Work View is simple - just schedule them for the desired day. For optimal efficiency, we recommend using the Calendar View to automatically schedule your work. You can also group jobs into rounds and schedule those for the day.
Note that if you schedule jobs using a combination of calendar events, rounds, and individual tasks, the order in which they appear in the Work View may not be optimal.
- Adding a cash payment to a customer
- How do I change the messages sent to customers?
- How do I charge a customer?
- How is recurring value calculated?
- How to add a customer
- Understanding customers in getSoapy
- What is the customer portal?
- Bank Reconciliation
- Exporting payment data
- How do I receive payments?
- How much do payments cost?
- Payment Statuses
- Can I customise the quote fields?
- How do I receive quotes?
- Quote Statuses
- Using tags in itemisations