Settings > Take Credit Cards
Click the connect to Stripe button.
You will be taken to the Stripe website to complete your setup and link you Stripe account to Pay-Mow.
You will need the following:
If you don’t have a website or Facebook page, you can use your Pay-Mow website.
This requires techs to use the mobile tech tool for routes, appointments or clocking in and out with the mobile time clock.
Once an estimate has been approved, you can schedule the job on the calendar.
Simply drag the job to the day that you want to perform the work.
Assign a crew member to the job.
The job will appear on the Mobile Tech Tool schedule.
Add line items to the estimate
Add Options to the estimate
After you send the estimate, the customer can pay if you have credit cards setup.
You can also see if the estimate has been viewed.
You can manually approve an estimate if you receive a check for the job. This is done so that you can schedule the job.
Invoices will automatically be created.
Send a text message to the Pay-Mow number.
Create a new estimate for John Smith’s driveway project. Remove existing concrete and replace it with Premier Pavers Oasis in a running bond pattern. Total cost: $6,500. Add an option for a 4×8 trash pad for $800.
Go to Settings > Quickbooks
Login with your Quickbooks online account.
You are now connected to QuickBooks
You can import your customers and decide what information you want to sync with Quickbooks.
You can see all employee hours by date range on the employee console.
You can also edit and override hours by employee.
You can also see the location where the clock-in occurred.
They will need the mobile tech tool. On the Employees screen, send the employee the link to their very one tech tool.
They must have a phone number associated with their user and it can not be shared.
They will receive this text message.
When they click on the link, they will see the following.
They can now clock in and out of work.
You can setup service day, assigned tech, and frequency, by service address on the Customer Detail screen. Scroll down to service addresses.
Configure your route settings
Pick a service tech and drag the customer to the day you want to service them on.
Let Pay-Mow Define you route.
User the AutoRoute feature.
