You’re on the Account screen and you don’t know what to do with all this new power… well, you’ve come to the right spot. We’ll cover it all here! If there are any additional questions, don’t hesitate to reach out to our support team. We’re always happy to help.
This shows how many clients you have and how many more spots you have left until you’ll need to upgrade to the next tier. You can also tap on “Manage My Plan” to be taken to your billing information. This allows you to update your payment information and manage your plan.
This is where you can set your default payment method for when you go to add payments to invoices and set when you want invoices to go out. You’ll notice that within the payment options, you have the ability to apply a “discount” to an invoice for your favorite customers or your neighbor that you want to help out. For invoices, you can choose to have them go out at the end of each month for the total outstanding amount, on a per job basis, or to not send them at all. If you take electronic payments, we recommend you send them out automatically after every job. If your clients pay by check or cash, it may be better to send them once a month.
Set your default frequency for recurring clients by moving the number wheel and the days/weeks/months wheel. We recommend setting this to your most used service frequency. For most of you, this will be how frequently you mow their grass. For others, it may be fertilization or flower bed maintenance. Whichever service it is, you will have the ability to choose this default frequency for each of your clients if it applies to them. Still, you can set the frequency on a client-by-client basis.
Let’s say you provide mowing service to the majority of your clients. Set the default frequency 10 days for each client’s job to be automatically rescheduled for 10 days in the future upon the completion of a job. To take it a step further, you can set the seasonal range when that default frequency is valid. For example, during the summers you have to mow once a week to keep a jungle from overtaking the yard. You can set the seasonal range for once a week to run from June 1 through the end of August. Then you get to enjoy not having to mess with your schedule except for weather adjustments. Even then, the frequency picks back up once you complete a job. Simple.
Do you want to start offering a new service or did a client ask you to add a service to an existing job? It’s as easy as typing it in here. Think of this as your service offerings menu. Once a service is added here, you can include it in a client’s profile. That way, you can have “Lawn Maintenance” assigned to certain clients and “Flower Bed Maintenance” assigned to others. If someone only wants you to mow their property and others want full service, you can create two categories called “Mowing” and “Full Service” to differentiate those customers. We put the power in your hands. How you set up your services is up to you.
This is the box that allows you to keep your name, business name, address, email address, and phone number up to date. It also allows you to update your password in the event that you want to change it.
COMING SOON: We thought that it would be nice to have easy access to your data including your payment history, job history, and your entire book of business. So, we built in export features for all of them. For the payment and job history exports, simply enter the timeframe and tap the “export” button. To export your entire book of business including your clients’ contact information and outstanding balance, tap the “export” button. All information will be downloaded in a .csv file that can be opened with Microsoft Excel, Google Sheets, or Apple Numbers.
Though we fully believe that Check will help you simplify your business more than ever, and we obviously never want you to have to use this button, we understand that Check isn’t for everyone. The last thing we want you to do is to have to go on a wild goose chase to figure out how to delete your account.