📋 Daily Workflow
Manage your daily route, reorder jobs, reschedule visits, navigate to clients, and mark jobs complete.
Your daily route
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1
Open Home — today's schedule loads automatically.
2
Today's clients appear under "Up Next" in the order you'll visit them.
3
Work through them top to bottom. Tap each client card to charge and complete the job.
4
Each completed job moves to "Done Today" so you can track your progress throughout the day.
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Reorder your daily route
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1
Tap "Reorder" in the Up Next header on the Home screen.
2
Drag clients into your preferred order using the handle on each row.
3
Tap "Done" to save the new order.
Your route order is saved and carries over to future days with the same clients.
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Reschedule jobs
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1
Tap "Reschedule" in the Up Next header on the Home screen.
2
Pick a new date from the calendar picker.
3
All remaining jobs move to the new date.
4
Optionally text affected clients automatically to let them know about the reschedule.
Great for rain days — reschedule in seconds and notify everyone at once.
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Navigate to a client
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1
Open a client's detail page by tapping their name or card.
3
Apple Maps opens with turn-by-turn directions to the client's property.
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Mark a job complete
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1
Tap the client card under "Up Next" on the Home screen.
2
Choose the charge method — "Charge Card" for saved cards or "Cash" for in-person payments.
3
Confirm the amount and the job is recorded with a timestamp.
Both card and cash jobs count toward your earnings and appear in visit history.
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