1
Set up your tenant
- Provision your tenant and invite your team members.
- Connect accounting (Xero or MYOB) and Stripe for billing.
- Add your logo and contact details so client messages look on-brand.
Guide
Start-to-finish setup
Use this guide as a starting point. We’ll add deeper walkthroughs and videos here over time.
2
Import clients and properties
- Bulk import using your spreadsheet or export from your current system.
- Add tags for regions or run groups to make routing easier.
- Set preferred notification settings for each client.
3
Build schedules and runs
- Create recurring visits and one-off jobs, then assign them to crews.
- Use rain delay tools to roll a day or week forward without losing visibility.
- Optimise runs to reduce travel time before you dispatch.
4
Communicate and bill
- Send SMS notifications and reminders at the cadence you prefer.
- Generate invoices from completed work and sync to Xero or MYOB.
- Track payment status through Stripe and follow up from one place.
Want a tailored onboarding?Tell us about your crews, schedules, and regions. We’ll draft a rollout plan for dev and production.Back to Support →