MooTidy User Manual

Contents

1. Welcome to MooTidy
2. Getting started
   • Signing in
   • Creating an account and setting up your business
   • Finding your way around
   • Time zones
3. Dashboard
   • The summary cards
   • Revenue, Outstanding and Overdue
   • Needs attention
   • Today and the week ahead
4. Leads
   • Adding a lead
   • Working with leads
   • Converting a lead into a customer
5. Customers
   • The customer list
   • Adding a customer
   • The customer page
6. Properties
   • Adding or editing a property
   • Sensitive access details
7. Services
   • Adding a service
   • Add-ons
   • Cleaning checklists
8. Recurring service plans
   • Creating a plan
   • Plan add-ons and status
   • From plan to cleans
   • Who cleans the generated cleans
9. Calendar and scheduling
   • The Calendar
   • Booking a one-off clean
   • Working with a clean (Job Detail)
10. My Jobs (for cleaners)
    • Today and Upcoming
    • Doing a clean
    • What you can see on a clean
    • Reporting an issue
    • When you cannot get in
    • What cleaners do not see
11. My Cleaner Profile
12. My Availability
    • Your usual week
    • Time off and one-off changes
13. Customer Requests
14. Invoices
    • Creating an invoice
    • How a clean is priced on the invoice
    • Invoice numbers
    • Checking and editing a draft
    • Issuing
    • Statuses
    • Voiding
15. Recording payments
16. Finance at a glance
17. Notifications
    • The emails MooTidy can send
    • Settings
    • Activity
18. Customer Portal
    • Turning it on
    • Inviting a customer
    • What customers see
    • Upcoming Cleans and Cleaning History
    • Requests from the portal
19. Business Settings
    • Invoice and payment details (owner only)
20. Roles and access
21. Common situations
22. What v0.1 does not include
23. Quick reference
    • Owner or manager: a typical day
    • Cleaner: a typical day
    • Key definitions

For the release record: Appendix: traceability.