Quick guide — before you start using it for real

1. Create your account and organization

Create your account and, in the welcome wizard, enter your company name and pick a plan: I work alone (Solo) or I have a team (Team). When you finish, you become the active administrator of the new organization and land straight on the Calendar, with a 30-day trial and no credit card required.

The plan you pick doesn't technically lock anything afterward — the People, Calendar, and Invoices screens work the same way on both plans. It's just a signal for yourself, and it doesn't stop a Solo account from inviting help later, for example.

2. Basic organization settings

Time zone: already set in step 1 (default Eastern — America/New_York). If your business isn't in that time zone, change it now under Settings → Business profile — every calendar time, clock entry, and invoice is calculated against it.

Payment methods: cash, check, Venmo, Zelle, e-Transfer, Square, PayPal, QuickBooks, and GoDaddy Payments already work with zero setup — none of them need to be configured before you record your first payment.

⚠️ Only businesses that want to charge a credit/debit card need to complete the Stripe Connect onboarding first, under Settings → Payments. Without it, card charges are unavailable — but everything else in the app (calendar, clients, manual payment) works normally.

3. Invite your team (Team plan)

On the Solo plan, skip straight to step 4. On the Team plan, there are two screens that look alike but do different things:

• People (People tab, at the bottom): the profile record of whoever cleans — name, phone, color, hourly rate. It grants no login access at all, and it's the only thing you need to schedule someone on a job.
• Members (Settings → Members): a real login invite, by email, for someone to access the app themselves (see their own schedule, clock their own time).

You can create and schedule a job even with nobody registered yet — the app accepts a job with no one assigned, on both Solo and Team, and you assign someone later.

If you invite by email: the invite always generates an access link (copy it and send it over WhatsApp if the email fails). While the person hasn't logged in for the first time, the invite stays pending and they can't clock in on their own — but that doesn't stop you from already scheduling their profile (People record) on a job.

4. Add clients

Only the name is required. Email, phone, contact address, tags, and notes are all optional — fill in what you have on hand now and complete the rest later.

5. Add client addresses

⚠️ A registered address is required to schedule any job — without one, the Calendar won't let you create a job for that client.

⚠️ Set up billing (charge_by) and the rate here, on the address record, and avoid having to fix the price by hand later. If you skip this part, the job is still created normally — it's just that the price stays pending, with no error at the time, and someone will have to come back here (or type the manual price on the job) later. That's exactly the kind of thing this guide exists to prevent.

Available billing modes: fixed agreed amount, pre-set hours rate, actual hours worked (with or without a per-team-member breakdown), and a fixed monthly rate. The entry code (key, gate code) is a separate, optional field, visible only to the administrator.

6. Service types, Crews, and pay rates by role (optional)

Service types (Settings → Service types) just give the calendar block a color. Without registering any, the app works 100% fine — the job just has no category, and that's it.

Crews (Crews tab, next to People) are just a named, colored grouping to organize your team visually. It also doesn't affect anything required to create a job.

⚠️ Pay rates by role (Settings → Pay rates by role) is different from the two above: without a rate configured, you can't assign someone to a job without manually entering the amount at the time — the app rejects the assignment and asks you to configure the role's rate (regular, driver, or supervisor) or type in the amount. Setting this up once avoids having to type the payout every time you put together a crew.

7. Schedule your first job

On the Calendar, tap “+ New job”. Required: client, client address, and start/end date and time. Everything else — title, service type, notes, manual price, recurrence, and the assigned crew — is optional when creating it.

If the address already has billing set up (step 5) with a fixed amount or pre-set hours mode, the price is calculated automatically from the start. Modes based on actual hours worked only calculate the price once the job is completed — and at that point they do require a closed time clock (see step 8).

8. Day-to-day flow

Time clock (⏱️): whoever clocks in is always whoever performs the job (Cleaner role) — an administrator never clocks in under their own role. If you work alone, complete the job directly as admin: that works smoothly for fixed or agreed pricing.

⚠️ If the address bills by actual hours worked (with or without a per-person breakdown), the app requires a closed time clock (check-in and check-out) and an assigned crew before accepting job completion — without that, completion is rejected.

Complete → generate an invoice from the job → send the invoice to the client (a draft or voided invoice doesn't accept payment, it needs to be sent first) → record the payment (any manual method is always available, or card if Stripe Connect is active) → the receipt comes out automatically, right away, along with the payment.

9. Extra features

Contracts with client signature, a public review link, and external chat by link (no login required for the client) already work today, and are all optional — use them whenever they fit your process.

⚠️ Automations (Settings → Automation rules): you can create and enable rules normally, but they don't trigger on their own yet — no real product event (completing a job, sending an invoice, receiving a payment) fires the rule today. It's a piece that's built but not wired up yet: don't count on it running by itself for now — ask for the review and send the reminder manually.