Jobs & your day
Booking, the day’s signings, on your way, closing out.
Guides
- Accept or decline a requestWhen a client asks for a time from your page, you decide — with what it actually pays for your time and whether it fits your day in front of you — and the client is told.
- Book a signing from an order you were sentPaste a signing company's order, or choose its PDF or a screenshot, and the booking fills itself in — the date, the address, the signers, the fee and the file number — for you to check.
- Book a signingEnter a signing once — who, when, where and the acts — and the fee works itself out from your fees and the drive. Then the journal lines, the invoice and the mileage follow from it.
- Change, move or cancel a signingChange anything about a booked signing, move it to a new day and time in one step, or cancel it — and who is told each time.
- Close out a signing and get paidWhen the last page is signed — your journal lines, the fees you actually charged, then the invoice, a card, or a payment marked received, and the receipt.
- Keep your clients in one placeClients holds everyone you work for, people and companies: their payment terms, standing instructions, the people at a company, their record with you, and a monthly statement.
- Message a client about a signingA few words with the person who asked for a signing — a gate code, what to bring, a question about the time — in one thread on the job, which they see on their own request's page.
- Tell the signer you're on your way, and mark each stepOn my way, I'm here, Signing started and Signing done on the phone — the text to the signer, Undo, the lock screen, proof photos, no signal — and the first two on the web.
- Plan your day on TodayThe day's signings in order with when to leave for each, what needs you in one place, tomorrow's signers to confirm, and warnings when a drive won't work. The calendar shows the weeks ahead.
- Send the price, and hold the time while they decidePrice a signing on the spot, send it from your own phone or by email, and hold the time for 48 hours — off your page — until they say yes.
Questions
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