1. Setup
Add business details, logo, templates, and security settings.
A clean end-to-end workflow from first customer record to route run and payment collection.
Add business details, logo, templates, and security settings.
Add or import customers, assign schedules and communication preferences.
View assigned jobs, reorder routes, complete work, and trigger follow-up actions.
Use in-app email and SMS templates for reminders, updates, and responses.
Send invoices, reminders, and include Direct Debit links where enabled.
Review finance data, reconciliation queues, and optimize operations over time.
Open jobsheet, confirm routes, and start from assigned list and map pins.
Update jobs as done, trigger messages, and keep notes on the customer profile.
Issue invoices, check unread comms, and review notifications for tomorrow's run.
New account setup can be completed straight after signup, or resumed later from Settings with guided steps.