Not a window cleaner? Where this guide says round, you'll see route. It works the same way. You can change the word in Settings, then Scheduling.
What you'll need
- The customer and their property
- The service, set up in Settings, Services and prices
A service plan says what you do at a property, how often and the price. The schedule books visits from it for the weeks ahead. A property can have more than one plan.
When you add a new customer, the form asks for their service plan straight after Save customer. You can fill it in there, or choose Skip for now and add it later like this.
- Open the customer, then the property's address.
- Under Service plans, choose Add plan.
- Choose the Service. If the service is priced per unit, enter how many, such as How many windows, and the price is worked out for you.
- Check the Price per visit (£). If the first visit costs more, add a First clean price (£, optional).
- Choose the Frequency, from Every week to Every 12 months, or One-off.
- Choose the Round, or No round, and the date of the First visit. With a team, choose Who does this job?
- Choose Save service plan.
What happens next
Before you save, the form shows the day of the first visit. Later visits follow the round's days. With no round, they follow the frequency, on days you work.
To stop a plan's visits for a while without losing it, open the plan and turn on Pause this plan. Paused plans keep their details but have no visits booked.
If something goes wrong
- “That date has passed. Choose today or a later date.”: pick today or a later day.
- “The business is closed that day. Choose another.”: the date is one of your closed days.
- “Enter a price in pounds, like 18 or 18.50.”: type the price as a number.
- “Is £… right?” or “This plan is free. Is that right?”: we check a price over £1,000 a visit, or £0. Choose Yes, save it (or Yes, it's free) if it's right, or Change the price.
- “Not assigned yet, so it won’t show in anyone’s app.”: choose Choose who on the plan and pick who does it.
- You haven’t added any services yet: choose Add services and prices, then come back to the property.
Who can do this
The owner and managers who can see and change customers add plans. Only the owner and managers with Money set or change the price. Other managers' plans use the service's price.
Still stuck? Send us a message.