• Adding an Hourly Rate Category

    To add a new category for your hourly rates, click the “Time Tracking” tab.   Next click the “categories” tab.   Click the green “+ New Category” button   Enter the name for the new category and choose the color then click the blue “Create” button to save.

  • Set Hourly Rates for Employees

    To set the hourly rates for you various tasks for your employees, click the “Time Tracking” tab.   Next, click the “Hourly Rates” tab     On this page you can select your employee from the drop down menu and then set the hourly rates for various categories. To learn…

  • Require Employee to Clock-in to View Calendar

    If an employee is required to clock in: Needs to clock in before accessing the calendar By default time will be tracked for ‘general work’ until clocking out If an employee is NOT required to clock in: Can access the calendar (no need to clock in first) Can decide when to start or stop tracking time (no time tracked by…

  • Default Items & Services for a Property

    If you use the same items and services every visit for a property, you can speed things up by assigning default items and services. To do this, you can add them when setting up the property or you can go back in and edit the property to add them. To…

  • Add a Note to a Property

    To add a note to a property, click the “Customers” tab then click “Properties”   Find the property you would like to add the note to and click the pencil button beside that property.   Scroll down and you will see the box for internal notes. You can click the box…

  • Add a Note to a Customer Profile

    To add a note to a customer, click the customer tab>customers.   Find the customer you’d like to add the note for and click the pencil icon for that customer.     Scroll down and you will see the box to add Customer notes that only you will be able…

  • Track an Employee’s Time

    To manually enter time for your employee, click the “Time Tracking” tab.     Click the green  “+ Add Time” button       Fill in the information for the time you are tracking     Then click the blue “Add Time” button.      

  • Add a New Tag

    To add a new tag, click the Resources tab and then click Tags       Once on the Tag page click the green “+ New Tag” button   A box will pop up for you to enter the new tag. Then click the blue “Save Tag” button.    …

  • Create a Group for Text Messaging

    To create a group for text messaging, click the “SMS text” tab. Click the “Send Text Messages” tab   Once on this page you see the box to add a new group. Add the name for the new group and click the green “Add Group” button The new group will…

  • Edit a Group for Text Messages

    To create or edit a group for text messaging, go to the “SMS text” tab.   Next click the “Send Text Message” tab.   Find the customer box and click “Groups” To edit the Group Name: click the pencil button To edit the Group Members: click the little person icon…