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 1 month 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 2 months ago

Manage your Maidily subscription

Learn how to manage your Maidily monthly/annual subscription

Written by Mony
Updated 4 weeks 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 3 weeks 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 2 weeks ago

Payment preauthorization

Learn how to place a hold on payment (preauthorize)

Written by Mony
Updated 4 weeks ago

Preview and edit email templates

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

Written by Mony
Updated 1 week ago

Text message communication templates

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

Written by Mony
Updated 7 months ago

Job estimation on booking form

Learn how to set up job estimation for your booking form

Written by Mony
Updated 9 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 8 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 2 months 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 3 months 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 7 months ago

Logs

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

Written by Mony
Updated 3 months ago

Add/delete/deactivate users

Learn how to manage users and check permissions

Written by Mony
Updated 4 weeks 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 2 months 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 1 year ago

Importing and exporting customers

Learn how to import and/or export your customers

Written by Mony
Updated 1 year ago

Setting operating days and hours

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

Written by Mony
Updated 4 weeks ago

Translating customer communications to a different language

Learn how to translate customer communications (emails and booking pages) to a different language

Written by Mony
Updated 8 months ago