๐Ÿšจ Assignments & customer notifications

Send ETA text message

Learn how to send an ETA text message to customers

Written by Mony
Updated 1 year 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 1 year 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 1 year 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 year ago

How to automate job charging

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

Written by Mony
Updated 1 year ago

Add Venmo/Cash App/PayPal

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

Written by Mony
Updated 8 months ago
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๐Ÿ“„ Invoice

Paid invoice notifications

Learn about the email and push notifications you will receive from a paid invoice

Written by Mony
Updated 1 year ago

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 year ago

How customers can pay their invoice online

Customers can pay their invoice online once its been sent

Written by Mony
Updated 1 year 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 year 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 1 year ago

How to add tips

Let your customers add a tip or manually add one

Written by Mony
Updated 1 year ago

Create custom priced jobs

Create completely custom jobs using custom line items

Written by Mony
Updated 1 year ago
Written by Mony
Updated 7 months ago

How GPS pin tracking works

Learn how GPS pin tracking works on jobs

Written by Mony
Updated 1 year 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 1 year ago

Deleting jobs

How to delete a job

Written by Mony
Updated 1 year ago

Downloading job checklists

Download your checklist as a PDF for any job

Written by Mony
Updated 1 year 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 1 year ago

How to create/add a team

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

Written by Mony
Updated 1 year ago

How to cancel individual jobs

Learn how to cancel individual jobs

Written by Mony
Updated 2 years 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 2 years ago

How to adjust pay per job

You can adjust pay for individual techs per job

Written by Mony
Updated 2 years 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 1 year ago

Saving custom line items

Save newly created custom line items for future use

Written by Mony
Updated 1 year ago

Cancelation fee refund

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

Written by Mony
Updated 1 year ago

Duplicating/copying a job

Learn how you can quickly copy a job

Written by Mony
Updated 1 year 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 2 years ago

Quickly cycle through jobs

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

Written by Mony
Updated 2 years ago

How to create a job

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

Written by Mony
Updated 2 years 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 2 years ago