Scheduling visits and tracking the work

Booking, repeating visits, reminders, and the job page.

Booking

• Approved quotes wait on the Schedule under To schedule. Click one, pick a day and time, and assign your team.
• Make a visit repeat every week, 2 weeks, 4 weeks or month. Edit or delete one visit or the rest of the series.
• Drag a visit to move it. Gettled warns you if someone is already booked then.
• Clients get an email reminder the day before (switch it off in Settings → Business).

The job page

Open any job (from Schedule → Jobs, or a visit) to track the work on site:

• A checklist, so nothing's missed.
• Photos from your phone, private to your team.
• A time clock: each person clocks in and out. Missed time can be added afterwards.
• Materials used. They're added to the invoice when you create it from the job.
• The client's signature when the work is finished, which can also mark the job done.