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Running your day

Put jobs on the schedule with real times, and work them from one screen in the field.

Schedule jobs with a date, an arrival window, or an exact start time and duration — whatever fits how you work.

Schedule: your day and your week

Open Schedule and switch between Day and Week. Day lays your jobs out on an hour-by-hour timeline with a line showing right now, and an “Anytime” strip for jobs that only have a window. Week spreads the work out by person once you have a crew. Tap any job to move it or hand it to somebody else.

The job screen

On site, everything is on one screen: gate codes and access notes at the very top under “Before you go”, then Call, Text and Go for directions, your photos, a checklist, and the costs card. Clock in and out from the ⋯ menu. When you’re done, “Finish job” takes you straight into the invoice with the photos and costs attached.

Access notes come from two places, so put them in once and forget them: “Internal notes” on the job for one-off details, and “Property notes” on the customer for the gate code and the dog that lives there.

Keep customers in the loop

Heading to a job? Open it and tap “On my way” — Foreman writes the text and hands it to your own phone to send. A small touch that cuts no-shows and earns reviews.

That hand-off to your own phone is deliberate while outgoing texting waits on carrier approval: it means the reminder actually goes out today, from your number, at no cost. The same trick sits behind “Text reminder” on a late invoice in Money.

Working alone is the normal case here, not an edge case. Everything on this page works with a crew of one.

Still stuck? Email us — we’re fast.