Before you can add a new job and expect to have the scheduling and messaging system operate as designed you will need to complete following steps.
- Complete your User Profile
- Complete your Organization Profile
- Enable Scheduling with at least one Service
- Enable Invoicing
- Set up Sales Tax (if required in your area)
- Define names and roles job people
- Enable each Messaging message
- Enable Agreements
User Profile
- First and Last Name
- Timezone
- Profile Image
Organization Profile
Contact Information
- Business Name (What if my logo also has my name?)
- Website
- Phone Number
- Address
Systems of Measures
- Preferred Units: US (feet, miles), Metric (meters, km)
Team Logo
- Logo image
Organization Signature
- HTML text of signature to add to each outgoing message.
Scheduling
- Enable Scheduling: Off
- Default Appointment Duration: 3 hours
- Default Start Time (planned)
Services
- At least one Service added with price calculator
Invoicing
- Enable Invoicing: Off
- Enable Sales Taxes: Off
- Invoice Number Prefix
- Next Invoice Number
- Currency: United States Dollar (USD), Canadian Dollar (CAD), ...
- Default Invoice Note
- Require Payment to Access Reports: Off
Discounts
- Add Discount
Discount
- Title
- Description
- Method: Percentage, Amount
- Value of Discount
Tax Rates
- Add Tax Rate
Tax Rate
- Title
- Description
- Tax Rate
- Set as a default tax rate: On
Roles
Persons and Permission
- Client: Signs agreements, pays invoices, receives reports
- Selling Agent: Receives reports
- Listing Agent: No access to reports
Messaging
Scheduling
- Job Confirmed
- Job Rescheduled
- Job Cancelled
Invoicing
- Payment Required
Agreements
- Signature Required
Agreements
- Enable Agreements: Off
Agreement
- Title
- Description
- Body
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