How to use your dashboard

Tap "Client login" at the top of any page and enter the email and password we set up with you. Your dashboard opens straight away.

Tick it on your own phone and you'll stay logged in for 30 days, even after closing the browser. Leave it unticked on a shared device and you'll be logged out when the browser closes.

Tap "Forgot password?" on the login page and enter your email. We'll email you a link to set a new one. Open the link on the same phone or computer you asked from.

Every booking from your form lands at the top of your jobs table with its own job number and the status "New Quotes". You also get an alert on your phone.

Tap any box in the table and type. It saves as soon as you tap away. Only the job number and the date it came in can't be changed.

Yes. Drag a column heading onto another heading to move it (press and hold on a phone), and drag the edge of a heading to make it wider or narrower. Your layout is remembered on that device. Double-click a column edge to put everything back.

Use "Filter By" above the table to narrow the list by job number, status, booked or the date it came in.

Jobs that came in more than 30 days ago move to the Archive, so the main list stays short. Tap "Archive" to see them. Cancelled jobs only show in the table, not on the status board.

Tap the switch from "Table" to "Status board" to see your jobs as cards in three columns: New Quotes, Have been Quoted and Completed Quotes.

Drag the card to another column, or pick a new status from the drop-down on the card. You can also tick Booked, set a booking time and add the address right on the card.

On a phone the board shows one status at a time, so there's room to drag jobs onto the calendar below. Use the three buttons above the board to switch between them.

Drag a job card onto a day on the calendar. It's booked for 9am that day; tap it to change the time. Setting a booking time in the table puts it on the calendar too.

Yes. Tap a day and choose to add an event, such as a day off or a parts pickup. Events can be all day or at a set time.

Drag it to another day to move it. To remove an event, drag it off the calendar. If you do that by mistake, tap "Undo" in the message that pops up.

On a phone it shows one week at a time, a day per row, so names are easy to read. Use the arrows to move between weeks and "Today" to jump back.

The boxes at the top of your dashboard show your next booked jobs, soonest first. On a phone, swipe sideways to see more.

Tap "Help or changes" at the top of your dashboard (just "Help" on small phones), say what you need and how urgent it is, and add a screenshot if it helps. I reply within two business days, or within one if something has stopped working.

Send those through "Help or changes" and I'll update them for you, so your booking form always matches your dashboard.

It's shown under your business name at the top of your dashboard. Share it on your Facebook page, in your missed-call text, on your business cards or as a QR code.

Press and hold a job card, calendar entry or column heading for a moment, then move your finger. The page scrolls by itself when you get near the top or bottom.

Swipe the table sideways. The job number and name stay in view while the rest scrolls. Turning your phone sideways shows more at once.

Yes. Tap "Call" under a phone number to ring them, or "Map" under an address to open it in your maps app.