The schedule on your phone

The week

Each row carries the time, the customer, the address, the length and the money, plus two badges: the visit's status and whether it has been billed. You can filter to one person's week, or to work nobody has been assigned yet.

Where the server has had to truncate a very long week, the app says so rather than quietly showing you part of it.

A visit

Opening a visit gives you three panels — the visit itself, the money, and the work checklist — and every action the web app has:

• Confirm
• Reschedule, against the crew's free/busy week
• Complete, recording the actual minutes
• No-show
• Cancel. A late fee works the same way as on the web: charge the card on file, waive the fee, or leave it waiting. The app does not charge on its own. See Handling cancellations.
• Reassign the crew — order matters, the first is the lead
• Copy the customer's confirmation link

A visit where the customer asked for a different time shows their message right there, so you are answering a person rather than a status.

Getting there

Tap the address on a visit and the phone opens it in its own map app — Apple Maps on an iPhone, Google Maps on Android — with the directions already running. Nothing to select, copy or paste, and nothing to set up: the app each phone already has is the one it uses.

The same is true of the address on a quote, on a customer, and on a lead in the inbox. Where a row has no address on file it stays plain text rather than offering a tap that would open the map on nothing.

The work checklist

The rooms, the exact tasks the customer accepted, and the property's access notes — the lockbox code, the parking, the dog. See Work checklists and visit photos.

Photos

The camera is on the phone, so before-and-after photos start here: take one, or pick several at once from the library, and they attach to the visit the office already sees. If the signal drops, a limited number remain saved after you leave the screen or reopen the app, and retry automatically when a connection returns. A retry does not attach the same photo twice. The saved copy is removed after the upload is confirmed; if the visit cannot accept it, the app keeps it listed so you can Retry or Remove it.

Recurring work

Series can be booked, paused, resumed, ended and edited from the phone, with slot suggestions and an availability grid drawn in the location's time zone rather than the device's.

See Recurring schedules.

Getting paid at the door

The money panel on the visit takes the payment: Tap to Pay on iPhone, contactless payments on supported NFC Android devices, the hosted card page, or cash and checks with nothing connected at all. See Taking payment in person.

Calendar feeds

Feeds for the whole company or for one person can be minted, listed and revoked from Settings on the phone, exactly as on the web — and the URL shows once. See Calendars and feeds.