So, you’re about to use Check to simplify your lawn care business? Great decision. This “how-to” is going to take you step by step through the simple process of getting set up so that your Check app can start working for YOU!
Create an account using your name, email address, and password.
Fill out your account information by tapping on your initials in the top-left corner of the screen. This is your account profile (we’ll call it the “Account screen”) where you can edit your personal information, change your settings and access additional business tools such as exporting your data. Click through each option in the “Settings” section to set your default preferences and add your services. Then, fill in the other fields in the “Profile Information” section. For more information on the functionality of the Account screen, visit the “The Power of the Account Screen” article.
You can add up to 5 clients without having to provide billing information. When you're ready to add more clients, you can upgrade to a paid tier. To upgrade, simply go to hellocheck.co and tap login in the menu. This will take you to your secure account portal where you can manage your tier and billing information..
Now you’re ready to add your first clients! You have two options here:
Use the batch import feature
Or manually add each client
We recommend using the import feature since it will get the job done significantly faster. To maximize the usefulness of the import feature, take a look at the “How To Prepare Your Clients for Importing” article before importing your clients. If you want to manually enter all of your clients information in yourself, simply tap the plus sign at the bottom right hand corner of the “Clients” tab and follow the steps. You’ll need the client’s name, email address (to send automated invoices), property address (for automatic route generation), the services you provide and the price you charge.
If the services you’re looking for are not an option, go back to the Account Screen by tapping the back arrow in the top-left corner of the screen, then tap your initials in the top-left corner of the screen. From here, tap the “Services” settings and add your services. You can add an outstanding balance to a client’s account after you import them in the event they owed you money when you started using Check. To learn how to do this, check out the “How to Add an Outstanding Balance to a Client” article.
For your recurring clients, you’ll need to set their frequency of service. To do this, go into their account and tap “Edit” on the “Scheduling” box and adjust the settings accordingly. You will have the option to opt them into your default recurring frequency that you already set in the Account screen under the “Scheduling” option. This allows you to change the frequency once across all clients when you need to move from once every two weeks to once every 10 days, rather than changing each client’s frequency.
You’re almost done! Now, go to the “Jobs” tab and spread out your jobs accordingly. To reschedule a job, simply tap on it, then tap “Reschedule” at the top of the screen where you will be prompted to select a new date of service. You can also long-press on a job to bring up the Quick Menu for even faster rescheduling. Do this until your jobs are spread out to your liking. Pro Tip: to maximize efficiency and route density, schedule jobs that are closest to each other on the same day.
Congratulations! You’re all set up! Now, you’ll be able to generate daily routes with a tap, automatically send invoices, and leave scheduling to the app (among many, many other things). Take a look at our other how-to articles and please let us know if there’s anything you’d like for us to cover in the future!