๐Ÿšจ Assignments & customer notifications

Send ETA text message

Learn how to send an ETA text message to customers

Written by Mony
Updated 1 month ago

How to send job assignment emails to techs/teams from jobs

Learn how to send job assignments to tech/teams from jobs

Written by Mony
Updated 3 weeks ago

How to send email reminders to customers from Jobs

Learn how to send email reminders to your customers from jobs

Written by Mony
Updated 3 weeks ago
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๐Ÿงพ Charging & payments

How to manually charge customers

Learn how to collect money by manually charging customer through jobs

Written by Mony
Updated 1 month ago

How to automate job charging

You can set Maidily to automatically charge and close out jobs for you

Written by Mony
Updated 1 month ago

Add Venmo/Cash App/PayPal

Learn how to link your Venmo/Cash App/PayPal profiles for collecting payment

Written by Mony
Updated 3 months ago
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๐Ÿ“„ Invoice

How to create and send an invoice

Learn how to create custom invoice line items and send invoices from Jobs

Written by Mony
Updated 1 month ago

How to download invoice PDF

You can download your invoice in a PDF format from Jobs

Written by Mony
Updated 3 months ago

Toggling invoice field visibility

Toggle which fields your customers will see on the invoice before you send it out

Written by Mony
Updated 3 months ago
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Additional articles

How 2-way calling works from jobs

Place and receive (free) calls to and from customers through the job

Written by Mony
Updated 1 week ago

How to create a cleaning checklist for each job

You can create a checklist for a job or use the defaulted checklist from Settings - learn how it works

Written by Mony
Updated 3 months ago

How GPS pin tracking works

Learn how GPS pin tracking works on jobs

Written by Mony
Updated 1 month ago

Create custom priced jobs

Create completely custom jobs using custom line items

Written by Mony
Updated 3 months ago

Downloading job checklists

Download your checklist as a PDF for any job

Written by Mony
Updated 2 months ago

How to add tips

Let your customers add a tip or manually add one

Written by Mony
Updated 4 weeks ago

How to adjust tech/team working hours

Learn how to adjust the total hours worked on a job for a technician/team

Written by Mony
Updated 2 months ago

How to adjust Start/Stop time (job duration)

Learn how to adjust the job duration for a job by editing the Start/Stop times

Written by Mony
Updated 2 months ago

How to create/add a team

Learn how to create/add a team of employees to a job

Written by Mony
Updated 1 month ago

Deleting jobs

How to delete a job

Written by Mony
Updated 2 months ago

How to cancel individual jobs

Learn how to cancel individual jobs

Written by Mony
Updated 1 year ago

Opening a closed (job status is set to 'Paid') job

You can open a job that has been set to 'Paid' by changing the status - be mindful of the risks

Written by Mony
Updated 8 months ago

How to adjust pay per job

You can adjust pay for individual techs per job

Written by Mony
Updated 11 months ago

Adding internal job notes to jobs

Add internal job notes on jobs to keep track of job specific details/notes not visible to customers

Written by Mony
Updated 6 months ago

Saving custom line items

Save newly created custom line items for future use

Written by Mony
Updated 3 months ago

Cancelation fee refund

Did you charge a cancelation fee? You can refund it!

Written by Mony
Updated 3 months ago

Duplicating/copying a job

Learn how you can quickly copy a job

Written by Mony
Updated 2 months ago

Recalculating tax in edit/create job

Recalculating tax when creating or editing a job will cause the total to change based on the tax % set for Tax and the job total

Written by Mony
Updated 8 months ago

Quickly cycle through jobs

Click on 'Previous/Next' buttons to quickly cycle through jobs

Written by Mony
Updated 10 months ago

How to create a job

Create a booking through the Customer, Scheduling, or the Jobs module

Written by Mony
Updated 8 months ago

How to enter the job duration

Learn how to enter and change the job duration for a job as an Admin or Manager

Written by Mony
Updated 11 months ago

How to add recurring cleanings to jobs

Learn how to add recurring jobs to customers by enabling recurring subscriptions

Written by Mony
Updated 3 months ago