💵 Jobs
Charge customers, invoicing, cancelation fees, create recurring jobs, delete/duplicate jobs + more🚨 Assignments & customer notifications
Send ETA text message
Learn how to send an ETA text message to customers
How to send job assignment emails to techs/teams from jobs
Learn how to send job assignments to tech/teams from jobs
How to send email reminders to customers from Jobs
Learn how to send email reminders to your customers from jobs
🧾 Charging & payments
How to manually charge customers
Learn how to collect money by manually charging customer through jobs
How to automate job charging
You can set Maidily to automatically charge and close out jobs for you
Add Venmo/Cash App/PayPal
Learn how to link your Venmo/Cash App/PayPal profiles for collecting payment
📄 Invoice
Paid invoice notifications
Learn about the email and push notifications you will receive from a paid invoice
How to create and send an invoice
Learn how to create custom invoice line items and send invoices from Jobs
How customers can pay their invoice online
Customers can pay their invoice online once its been sent
Additional articles
How 2-way calling works from jobs
Place and receive (free) calls to and from customers through the job
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
How to add tips
Let your customers add a tip or manually add one
Create custom priced jobs
Create completely custom jobs using custom line items
How to activate and add recurring frequencies to jobs
Learn how to create recurring jobs
How GPS pin tracking works
Learn how GPS pin tracking works on jobs
How to adjust Start/Stop time (job duration)
Learn how to adjust the job duration for a job by editing the Start/Stop times
Deleting jobs
How to delete a job
Downloading job checklists
Download your checklist as a PDF for any job
How to adjust tech/team working hours
Learn how to adjust the total hours worked on a job for a technician/team
How to create/add a team
Learn how to create/add a team of employees to a job
How to cancel individual jobs
Learn how to cancel individual jobs
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
How to adjust pay per job
You can adjust pay for individual techs per job
Adding internal job notes to jobs
Add internal job notes on jobs to keep track of job specific details/notes not visible to customers
Saving custom line items
Save newly created custom line items for future use
Cancelation fee refund
Did you charge a cancelation fee? You can refund it!
Duplicating/copying a job
Learn how you can quickly copy a job
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
Quickly cycle through jobs
Click on 'Previous/Next' buttons to quickly cycle through jobs
How to create a job
Create a booking through the Customer, Scheduling, or the Jobs module
How to enter the job duration
Learn how to enter and change the job duration for a job as an Admin or Manager