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Sell a service plan and run the route

4 steps, in the order you do them.

Follow it on screen.

  1. 1

    Create the plan

    Name the visit, the price, and how often it bills - lawn care, spraying, pool service.

    Where to find it: Create the plan - the arrow points at the control
    The real screen - the arrow marks the control. Tap to see it full size.
  2. 2

    Offer it to a customer

    Send the link; they start it with their own card and the money lands in your Stripe account.

    Where to find it: Offer it to a customer - the arrow points at the control
    The real screen - the arrow marks the control. Tap to see it full size.
  3. 3

    Give the stop a day

    Every paying customer becomes a stop; pick the service day and add notes for the truck.

  4. 4

    Log the week's visit

    The office record for the week - it never changes what the customer is billed.