Clients

🔍
Name ↕ Address Tags Status Last Activity ↕

Jobs

Job Client Schedule Total Status

Cleaning History

Payments

Calendar

Quotes

Settings
Business Management
Team Organization
Client Communication

Products & services

Add and update your products & services to stay organized when creating quotes, jobs, and invoices.

🔍
Name ↕ Description Type ↕ Price
Costs
Product & Services costs
Add costs to your products and services on quotes and jobs
Import products & services

Bulk import your products & services by uploading a .csv exported from programs like Microsoft Excel, Google Sheets, or Numbers. Download our sample file for tips on how to format your CSV file.

Learn more about Importing Products and Services in our Help Center.

Export products & services

Export all products & services from this account.

Check out Exporting Products & Services in the Help Center for more information.

Company settings

Company details
Business hours

Business hours set your default availability for online booking, team members, and request forms.

Show business hours
Display your business hours on client hub.
Help clients find my business
Allow your public business information to be used by automated systems that help clients find and compare local service providers.
Tax settings
Tax ID name (ex: GST)
Tax ID number

Tax ID name and number will appear on invoices

Default
?
%
No tax rates yet. Click + Create Tax Rate to add one.
Regional settings

Business Profile

Coming soon.

Custom Fields

Coming soon.

Manage Team

Coming soon.

Work Settings

Coming soon.

Schedule

Coming soon.

Emails & Text Messages

Coming soon.