For cleaning businesses, mobile technicians and service crews
Agree on what needs doing on site, give the team a clear assignment and review the result before settling with the client.
AI, telephony and payment providers have separate terms. There is no dedicated crew plan.
Start with Professional services. Counterparties and Documents are included; check staff permissions separately.
Available today through Professional services. Dedicated job orders, crew maps and route planning are not available yet.
Choose a typical cleaning job or visit. List included work, exclusions and the approval process for extras.
Confirm address, access time and contact. Keep only necessary work information with appropriate access.
Choose who checks availability and accepts the report. Test task access on the employee’s device.
Prepare company details and payment terms. Grant document and money permissions separately.
Choose Professional services. Add the client and agree on the address, access, work and price; enter reviewed terms in a proposal.
Manually create a task with an assignee, deadline, address, contact and checklist. The dispatcher checks the agreement and crew availability.
Review checklist items and the report. Prepare the customer document separately, record actual payment and reconcile it with the right invoice.
Product steps, not testimonials or promised results.
Steps for your own test. There is no dedicated dispatch screen or automatic conversion from an inquiry to a job order.
Clarify the request and add the client and scope to a proposal. A person confirms the address and time.
Clients and proposals →Create and assign a task manually, add a deadline and checklist. Check availability before confirming the visit.
Tasks and checklists →Complete checklist items and attach relevant materials. The dispatcher reviews the result; the task does not issue an invoice.
Task completion →Review the document and record received payment separately. Compare the invoice remainder with the agreement.
Your first service job →Agree on rooms and included work. Approve extras with the client first, then manually update the assignment and documents.
Clarify the problem and access before travelling. Tasks hold assignments and reports; dedicated diagnostics, parts selection and warranty workflows are not included.
Use your own checklists and assign staff. Travel planning and overlap checks remain the dispatcher’s responsibility.
Example situations. Measure time and costs with your own operations.
Organise one job first
An account subscription with limits for locations, devices, items, orders and languages. Equipment, acquiring and paid AI operations may cost extra.
Companies and invoices and Documents are included without a separate extension fee. Start with a client card and scope of work; account limits and staff access need a separate check.
Prepare your first site visitStart with Professional services. Counterparties and Documents are included; check staff permissions separately.
Test your workflow and required connections before migrating data.
Choose Professional services for now. This page applies common tools to field work; a dedicated field service profile is not yet available in the app.
No. You can assign a task, but the dispatcher checks travel, crew composition and availability. A dedicated scheduling module requires development.
Regular tasks support photos and comments. Check employee access and site connectivity; a photo does not replace the agreed customer acceptance process.
No. Common inventory operations are separate. An automatic link to a field-service job order is not available.
One inquiry, proposal, manually assigned task, report and invoice. Check that staff see the intended information and payment is linked to the correct document.
Details for every screen are in the help centre. Where to start →
Inquiry, counterparty, proposal and invoice: an owner keeps agreed terms and outstanding payment together.
Assignee, deadline and completion evidence remain on the board after the conversation moves on.
Sales, purchases and manual expenses — a simplified P&L with source reconciliation.
Agree on scope, hand over a checklist and compare the result with the documents. Use that test to decide whether common tools fit your operation.
Start with Professional services. Counterparties and Documents are included; check staff permissions separately.