Would you like a Test Drive?

Step 1

Sign Up for a Test Drive

  • If you are in Franchisee Training, please check-in with your instructor
  • If you not in Franchisee Training, please click the Sign up button below

Step 2

Add a Client

Go to the Clients section and add a new client by entering their essential details.

You can also:

  • Add multiple properties under one client
  • View client history and past interactions

Step 3

Schedule a Visit

  • Use the Jobs section to schedule a one-time or recurring visit.
  • The app will automatically send reminders to both users and customers about upcoming appointments.

Step 4

View Today’s Jobs

  • See all scheduled jobs for the day.
  • Tap the first job to get directions to the customer’s address.
  • You can also send an “On the Way” message directly from the app.

Step 5

Mark Job as Done

  • After completing a job, swipe right to mark it as done.
  • The app will automatically convert the completed job into a draft invoice for your review.

Step 6

Send the Invoice

  • Review the auto-generated invoice.
  • Make any necessary changes (e.g., for additional work), then send it to the customer.
  • The app will follow up with the customer automatically until the invoice is paid.

Step 7

Customer Payment

  • Customers can pay online directly through the app.
  • Receipts are issued automatically once payment is received.

Step 8

Leave ratings and reviews

After each job, both users and customers can rate each other on a 1 to 5-star scale.