Automating customer reminders (text & email) & job charging

Set up automated customer reminders and learn how to set up jobs to automatically charge

Written by Mony
Updated 11 months ago

How to set up and edit your arrival time options

Learn how to set up and change your arrival time options for jobs

Written by Mony
Updated 11 months ago

Manage your Maidily subscription

Learn how to manage your Maidily monthly/annual subscription

Written by Mony
Updated 11 months ago

Job estimation on booking form

Learn how to set up job estimation for your booking form

Written by Mony
Updated 8 months ago

Text message communication templates

Take a look at our text message templates used for customer communications

Written by Mony
Updated 8 months ago

Payment preauthorization

Learn how to place a hold on payment (preauthorize)

Written by Mony
Updated 7 months ago

Preview and edit email templates

Learn about our customer email notification system including customer reminders, booking confirmation emails + more

Written by Mony
Updated 10 months ago

Set the maximum number of appointments (bookings) you can handle in 1 day

You can set a limit to how many jobs you can take on in 1 day

Written by Mony
Updated 1 year ago

How to create a default checklist

You can create a default checklist from Settings that will automatically load for every job

Written by Mony
Updated 1 year ago

Set up multiple text and/or email customer reminders

Set up multiple text and email customer reminders to be automatically sent

Written by Mony
Updated 1 year ago

Importing and exporting customers

Learn how to import and/or export your customers

Written by Mony
Updated 2 years ago

Use geofencing to define your service area

Set your coverage area to prevent outside bookings & preview the changes to the online booking form

Written by Mony
Updated 11 months ago

Attaching a job checklist to confirmation & reminder emails

You can attach a job checklist PDF file to booking confirmation & customer reminder emails

Written by Mony
Updated 1 year ago

Requiring a credit/debit card for online bookings

Requiring a credit/debit card for customers booking online will turn off all other options

Written by Mony
Updated 1 year ago

Logs

Check the email and transaction logs to see which email notifications and transactions were successful

Written by Mony
Updated 1 year ago

Add/delete/deactivate users

Learn how to manage users and check permissions

Written by Mony
Updated 11 months ago

Hiding or showing job financials (job totals)

Learn how to hide or show customer job totals/financials from your technicians

Written by Mony
Updated 1 year ago

Block calendar days

Learn how to block out days on your calendar like holidays or days/times your business is closed

Written by Mony
Updated 2 years ago

Setting operating days and hours

Learn how to set your company's operating days and hours

Written by Mony
Updated 11 months ago

Translate your account into a different language

Learn how to translate your Maidily account into a different language

Written by Mony
Updated 9 months ago