Help & Learn Hub

Complete your business profile

Add your business name, address, and logo

Add your first technician

Invite a technician or add them as SMS-only

Set up your Price Book

Add at least 5 services or products with prices

Configure commission rules

Set technician commission percentages

Add your first customer

Create a customer profile to test the system

Create your first job

Schedule a job for a technician

Explore the Schedule

Drag-and-drop your first job in the Timeline view

Send your first "On My Way" SMS

Let a customer know their technician is en route

Create your first invoice

Bill a customer for completed work

Review your first report

See how your business is performing