Set up your business
Each step saves as you go; come back any time. Auto-book stays off while you watch a week of picks (the shadow week).
Inbox
Plan runs
Booked
| Day | Arrive | Tech | Client | Job | Booked by |
|---|
Installed units by service due date
Links go out automatically when a unit is due. Send one by hand here.
| Job | Client | Unit | Due | Status |
|---|
Add or update units and technicians
1. Download the Excel template. It has a Units sheet (one row per installed system) and a Technicians sheet.
2. Fill it in, or paste an export from your job system into it.
3. Upload it here. We check every row first and show you any problems before anything changes.
Uploading again updates the same job numbers and technician names. Nothing is ever deleted by an upload.
Other ways in
ServiceM8: add your API key in Settings and we sync every 6 hours. Any other system: use the open API (Settings > API keys, API guide).
Technicians
Where each tech starts from, what they work on and their days. The planner routes from this.
| Name | Starts from | Works on | Days | Hours |
|---|
Emails and texts
| When | Job | To | Message | Status |
|---|
Company
Auto-book
Clean = the client has no hold or money owing, it adds an hour or less of driving, and it's no more than 1h45 from the tech's home. Waits minutes first so the office can step in.
Booking link days
Job lengths (hours)
Your accounts
Keys are encrypted and never shown again; we show the last 4 characters. Leave a box blank to keep the saved key.
Stripe webhook address: (event: checkout.session.completed)
Microsoft 365 mailbox
Client emails arrive in the Inbox tab with a reply drafted, and replies go out from your own address in the same thread.
ServiceM8
Staff become technicians, clients' assets become units, and every booking is scheduled back onto the tech's ServiceM8 calendar.
Your brand
Website booking box
Easiest: a "Book online" button on their website linking to . Or paste this to show the box inside a page:
Connect another system (open API)
For your IT person or Zapier/Make. Read the API guide.
| Key | Name | Created | Last used |
|---|
Webhooks