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getSoapy
Features
Blog and News
Building Your Business
- Is Pay By Bank the Best Payment Method for Your Small Business?
- Making Tax Digital: What It Means for Local Service Businesses, and how getSoapy can help
- How to use social media for small businesses
- Window Cleaners Canvassing Tips for 2025
- Ashley Mackintosh - 5 Tips To Start Your Business
- Planning for Success with your Local Service Business in 2025
- Embracing Technology Is Essential for Small Businesses
- Simplifying Direct Debit Sign-Ups for Your Local Service Business
- Common Challenges Window Cleaners Face
- Simplify Your Business - How an App Can Transform Your Local Service Operations
- Data Security and Safety in Exterior Cleaning: Why It Matters
- Try the Exterior Cleaning Business Health Check
- Get started in 15 minutes - New Account Set Up Video
- What image should your window cleaning business project?
- 10 Reasons Online Advertising is Essential for Building Your Window Cleaning Round
- What customers expect from a Window Cleaner
- What Makes a Good Window Cleaners Website
- Why Mobile Payments are the Future
- Why a Quality Website is Essential for a Window Cleaner
- How to Build a Window Cleaning Round
Product Updates
- August 2026 release recap
- July 2026 release recap
- June 2026 release recap
- May 2026 release recap
- April 2026 release recap
- What's new in getSoapy: Q1 2026 roundup
- March 2026 release recap
- February 2026 release recap
- January 2026 release recap
- getSoapy 2025 in Review - the biggest updates and improvements
- November 2025 Release Recap
- October 2025 Release Recap
- September 2025 Release Recap
- August 2025 Release Recap
- 2025 so far at getSoapy
- June release recap
- May 2025 Release Recap
- April 2025 Release Recap
- March 2025 Release Recap
- February 2025 Release Recap
- January 2025 Release Recap
- New plans and kickstart Program
- A Year of Progress - Celebrating 2024 with getSoapy
- October updates - new features and improvements
- Introducing the New and Improved getSoapy Widgets!
- Check out just some of the ways we've improved getSoapy so far in 2024!
- Customer Broadcasts for Local Service Businesses 📣🎉
- Maximize Revenue with Automated Reward Systems for Your Exterior Cleaning Business
- New plans coming in March
- We've been busy making getSoapy even better already this year
- Introducing the Redesigned getSoapy App: Your All-in-One Solution for Local Service Business Management
- Finding Your Perfect Fit with getSoapy Plans
- Use your own domain with your free getSoapy website
- Automatic Scheduling - Where We're Going, We Don't Need Rounds
- Getting started with getSoapy just got easier
- Import your customer data to getSoapy
- November Feature Drop 💥
- Customers, Rounds and Direct Debit are now live 🥳
- Three updates to help you gain more customers (and a bonus announcement)
- The Lead Marketplace just got even better
- Introducing the FAB
- Improvements to the quoting widget
- Quotes now have new frequency options - and maps!
- Announcing our new getSoapy WordPress Plugin 🎉
- Welcome to getSoapy (and our new blog)
What's New
- Get back into an existing quote more easily
- Better message tracking, clearer Settings
- Schedule price changes for multiple jobs at once
- More improvements to Work view and Reports, based on your feedback
- Reports, rebuilt around the questions you ask
- Route lines now show the actual route in Work view
- Backup all your data in one go
- Faster access to frequently used tools on mobile
- More control over route optimisation
- More customer notifications
- Broadcasts can now be sent to the customer portal
- More Calendar Updates
- Job menu updates and clearer work view
- Choose which app notifications you get
- Payment receipts and notifications
- Export expenses with receipt files
- Bank reconciliation is moving to a new provider
- Deposit option for invoice instalments
- Choose how bank transactions are matched
- More small search improvements
- Capture location and signature when marking jobs done
- Import improvements
- Filter ARR by service
- Search has had a major upgraded
- Bank transaction improvements
- Calendar feeds for your jobs
- Invoice instalments
- Calendar modes, cleaner lists, and easier multi-select
- Making Tax Digital is now available in beta
- Custom date formats in merge tags
- Route optimisation now supports more than 25 jobs
- Suggested expense matching from bank transactions
- Invoice attachments can now be turned off
- Time tracking report
- Map view on the Quotes page
- Map view on the Jobs page
- Introducing time tracking
- Multi-week calendar improvements
- Quickly add a job with a customer
- Daily Tracker Improvements
- Customer Growth Report
- Try the multi-week calendar
- Blocked Dates Per Worker
- New Work Summary Report
- Better map lines in the work view
- New protections for payments
- Estimated availability in the payouts page
- Tap an address to open directions (Customers + Quotes)
- Advanced merge tags in templates
- Browse your customer invoices in one list
- Preview customer invoices
- Overview stats on the payments page
- Copy invoice links
- Restore broadcasts
- Interactive maps added to Customers, Rounds, and Work view
- Four handy updates
- Feature suggestions
- Notifications updates: schedule them, send manual batches, and manage templates in one place
- Include the job occurrence notes in message templates
- Select your own terms and conditions document for the quote widget
- Edit raw HTML in invoice templates
- We now support MFA login to secure your account
- New report - Annual Recurring Revenue (ARR)
- Attachments in portal chat (Quotes + Customers)
- Block out dates in your Calendar
- Easily see which jobs have outstanding invoices
- Use different addresses for customer jobs
- Calendar updates: replan days and schedule a full week
- Find help guides in the new search
- Better tip tracking
- Improved quote search and cost breakdown management
- Download data from most report charts as a CSV file
- Improved file names for exports and invoices
- Introducing announcements
- We now include links to your socials in your email notifications
- Ask Sid to send a broadcast
- Try our new app design
- Select custom date range for reports
- Search payments by completed date
- Export rounds and share them with Sid
- Sid has learned some new tricks
- You can now set a different invoice lead time for each customer
- Edit many jobs at once
- More quote merge tags
- More powerful job search
- New Limited Worker role
- Send individual notifications on demand
- Improvements to weather forecasts
- Various updates and improvements
- See historic jobs in the calendar
- Choose which order your rounds are shown in
- Optimise routes from any location
- Search for jobs with no round
- You can now archive, anonymise, and fully delete customers
- There's a new website theme available
- Automatically confirm imported bank transactions
- More flexibility in job duration settings
- Get the best fuel price
- Accept Payments with Pay by Bank
- New Services Report
- Calendar improvements
- Easier Tracking for Failed or Refunded Payments
- View your day's route from the Work view
- We've changed the way automatic charges are handled
- Various improvements (including some changes to how scheduling works)
- More invoice lead time options
- 'Paid' and 'Owing' Job Done Notifications
- Get your money faster with instant payouts
- View Previous Conversations with Sid
- Sort job and customer lists
- Quickly share customer portal access details
- Use the App Offline 🎉
- Profit & Loss Report
- Job attachments and other improvements
- Optimise your work order suggestion
- Saved searches are now available on the jobs page
- Easier Notification Updates
- You can now edit quote details
- Documents are now visible in the customer portal
- Export improvements - custom date ranges, and more
- Remove completed jobs
- Customers can now update quote attachments
- Export and Expense Updates
- Several improvements to the work view 🏎️💨
- Attachments are now available on quotes and jobs 📎📸
- Hide suggested jobs in calendar
- Sid has learned some new tricks
- Waze integration
- Forecasted jobs are now shown in the calendar
- We've updated our plans, including a new Starter plan
- You now have more control over your invoice templates
- Two improvements for managing job costs
- Select which directions app to use
- Second overdue invoice reminder and new invoice search options
- Introducing Sid!
- Improved Invoice Dates
- Invoices are now automatically attached to emails
- Revenue & Work Forecasting
- Add Bluesky to your business profile (and follow us!)
- Add a preferred name for customers
- We've renamed customer short IDs to customer code
- Payment details are now available on the customer page
- Purchase Order
- Invoice numbers are now sequential
- You can now send quotes to existing customers
- New "Assigned work" report
- Quite a few updates you've requested 🙌
- We've made some major improvements to the calendar view 📅 🌟
- You can now correct address locations
- Notification settings for individual customers
- Saved searches 💥
- Improved help section
- Three app updates
- You can now archive broadcasts
- Introducing the week overview 🥳
- Broadcasts are now included in the customer messages tab
- Add your business tax ID to your invoices
- You can now add tags to customers and jobs
- Customers can now setup Direct Debits without making an initial payment
- You can now easily reuse broadcasts
- Calendar scheduling now uses default service durations
- We've release a major update our Quote, Pay and Customer Portal widgets!
- Include your message in notifications
- See the real time for a message, invoices and more
- Customer notification info in work view
- Improvements to payment search
- Improved customer search and bank transaction matching
- Accept tips in the payment widget 🎉
- Introduction Customer Broadcasts 📣🎉
- You can now reorder jobs in the work view
- Search customers by job service
- You can now add a unique invoice number to your invoice templates
- Customer export improvements
- Improved round details
- Cancel customer jobs
- View and restore archived customers
- SMS credit estimates
- Improvements to selecting a round when adding or editing a job
- Keep track of how often customers skip jobs
- Improvements to recording cash payments
- Custom domains now redirect automatically to help your SEO
- More report improvements - invoices
- Important changes to payments and verifications
- A bunch of smaller updates
- Add one-off adjustments to your invoices
- Manage your pricing items
- Add your Google profile to your socials
- Tomorrow is finally here!
- Improved reporting 📊
- Improved quoting process
- Introducing Business Documents 📄 🎉
- Saved Messages and AI Message Assistant 🤖
- Add multiple jobs to rounds at once
- Introducing Loyalty Cards 🥳
- See more recent messages on the Home tab
- Improved calendar and job scheduling
- Mute getting started steps
- More flexible frequency options
- New plans coming in March
- Refer a friend and get two months free!
- Improved control over notification sending
- You can now select multiple jobs to schedule at once
- SMS Pricing Change
- Add images into invoices and quote documents
- View job details on the rounds page
- New template tags for the customer's address
- Add Cash Payments to Customers
- Filter assigned users in the work view
- Automatic SMS Top Up
- Work view improvements
- You can now give customers a PIN to access their Portal
- Customer notification log
- Customise your services
- Allowed times for notifications
- Business Tagline
- Major update to the getSoapy app 🎉
- More social media options!
- 26 week job frequency option
- Support conversations now sync between devices
- Improved customer portal link settings
- Use a custom domain on your getSoapy website
- Customer job skipped notification
- Various improvements, and a cryptic announcement 🕵🏻♂️
- Try the new Exterior Cleaning Business Health Check
- We've made it quicker and easier to add services
- Update customer emails from payments
- Weather forecasts in the work view
- Export your invoices
- Notify customers when invoices become overdue
- Improvements around the app
- Deep linking in the mobile apps
- Instant payouts
- Import PDF files to expenses
- Whats new? What's new is new!
Help Documentation
Customers
- Customers in getSoapy
- How do I add a customer loyalty card?
- How do I add a customer?
- How do I add a payment to a customer/job?
- How do I change automatic customer notifications?
- How do I charge a customer?
- How do I communicate with customers?
- How do I create an announcement?
- How do I export customer data?
- How do I manage tags?
- How do I send a broadcast?
- How do I view and edit customers?
- What are notification logs?
- What does a customer "missing location" mean?
- What is annual value?
Payments
- How do I accept tips?
- How do I edit payment options and methods?
- How do I export payment data?
- How do I migrate from GoCardless to getSoapy?
- How do I use bank reconciliation?
- How do I view and manage payments?
- How do payment statuses work?
- How do payouts work?
- How much do payments cost?
- Payments in getSoapy
- When will customer payments reach my bank account?
- Why has a customer's Direct Debit payment been refunded?
- Why is a customer's payment showing as disputed?
Integrations
- How do I add a custom domain to my getSoapy website?
- How do I configure API keys in getsoapy?
- How do I configure calendar feeds in getsoapy?
- How do I configure the getSoapy Javascript plugin?
- How do I configure the getSoapy Wordpress plugin?
- How do I configure webhooks in getsoapy?
- How do I set up a Jotform quote webhook in getSoapy?
- How do I set up a Typeform quote webhook in getSoapy?
- How do I set up Making Tax Digital (MTD) in getSoapy?
- How do I set up my free website?
- Integrations in getSoapy
- What is the getSoapy customer portal?
My Business
- How do I add and manage my services?
- How do I add my business documents?
- How do I add or edit my socials?
- How do I customise my SMS name?
- How do I edit my business details?
- How do I manage my plan and payment method?
- How do I use cost breakdown categories?
- How do I view reports?
- How does billing work?
- Kickstarter Program
- What happens if my account balance is negative?