Start with the services you actually sell
Set service descriptions, pricing options, and durations before sharing your booking link. Add business hours and service-area controls so customers can request work you can take.
Resources
Useful habits for a clearer working day.
Start with the business routines that make the software useful: clear services, connected records, a visible schedule, and a finished financial handoff.
Keep a useful job record
Save the customer, service location, scope, notes, priced work, and photos in the same place. That context makes a technician handoff and a returning-customer visit easier.
Make regular work visible
Set up repeating visits for your maintenance customers so the next three months are represented on the calendar. Review technician assignments and appointment reminders alongside those commitments.
Finish the financial handoff
Use the closeout board to find completed work that still needs an invoice. Record material and labor costs and business expenses so a busy month can be reviewed in terms of results.