To set rating and rating incentives, please navigate to Settings > Payroll > Rating Incentives. Here, you will find that you can set an amount or percentage of the booking amount according to the rating (no. of stars) that they’ve for completing the booking. In case you just want to collect ratings for the crews […]
Scheduling
Explore Daily, weekly, monthly view, and map view. Customized colors.
Creating an invoice manually for your customer
To create an invoice manually for a customer, please head over to Bills > Invoice > Action > Create Invoice. Once you click on Create Invoice, you can select the client that you want to create an invoice for. You can select the date of the invoice, type in the amount and description. Hit Save […]
Allowing crews to edit property details
To allow crews to edit the property details, please head over to Settings > Integration > Crew App. Scroll down to the bottom and you will find the option to switch between whether or not to allow crews to edit the property details. This will allow the crews to edit property details like bedroom, bathroom, […]
Sending the links of crew app to crew members
To send the links of the crew app, please navigate to Settings > Integration > Crew App. Here, you can scroll down and find where it says App Store (iOS) and Play Store (Android). These links can be copied and sent to the crews based on the OS they use. The crews will be able […]
Set an outstanding threshold for clients
Outstanding threshold is the maximum amount that your client can owe you. To set the outstanding threshold amount, please navigate to Settings > General > Schedule. Next, find where it says Outstanding threshold and type in the amount in the text box right below it. Here we’ve taken the Outstanding threshold to be USD 10000. […]
Change crew list order on daily view
To change the crew list order on the daily view, please navigate to Settings > General > Schedule. Scroll down to the part where it says Crew list order with a dropdown. Click on the dropdown and select your preferred choice. Hit Save now the Crew list order will be shown as per how you’ve […]
Change distance measurement (Miles or Kms)
To change the distance measurement, please navigate to Settings > General > Schedule. Here you will need to scroll down and find the part where it says Calculate distance in with a dropdown. Click on the dropdown and select between Miles and Kilometres. Hit Save and now the setting will be applied.
Hide customer number from crews
To hide customer number from crews, please head over to under Settings > Integration > Crew App. Next, you will need to turn off the button for Show customer number. Hit Save and now the crews will not be able to see the customer number on their crew app.
Enabling or disabling a specific service
To enable or disable a service, please navigate to Settings > Services. You will see your services listed out. To disable a service, click on the red box next to the service and it’ll disable it. Here, the Upholstery Cleaning service will be disabled once we click on the box right next to it. It […]
Downloading the statement of a customer
To download a statement of a customer, you will need to navigate to the customer and click on them. Click on the Statistics tab. Use the green Actions button, you can find the option to Export Statement in PDF.