ScapeLogic

Getting started

How the parts of ScapeLogic actually work, written from the product rather than from a plan for it. Every screen and every button named below is one that exists today.

  1. Bring your customer list acrossPaste a CSV from Jobber, LMN, Service Autopilot or a spreadsheet. Each row is added when you press Import; the result lists what went in and what did not.
  2. Set up your first crewA crew is a truck and the people on it. Until one exists, the week board has nowhere to put a job.
  3. Who can do whatThe five staff roles from owner down to field crew: where each one lands when they sign in, what the office menu hides from them, and who adds staff.
  4. How the week board worksRows are crews, columns are days. You assign the work, and the board tells you what it thinks is wrong with it.
  5. Set up recurring serviceHow a plan on a property becomes visits on the week board, what each field means, and what happens when you pause or retire it.
  6. Send a quote and get it signedWhere a quote starts, what the client actually sees, and what is recorded the moment they accept it.
  7. How your clients sign in to the portalA client opens the portal, types the phone number or email you have for them, and is sent a one-time link. There is no password and no invite to send.
  8. Invoicing and getting paidConnecting Stripe, what “connected” really means, and where the money actually goes.
  9. What your crew sees on their phoneOne screen, today’s stops in order, and everything needed before getting out of the truck.
  10. The crew’s phone shows no workFour reasons a phone comes up blank, in the order they are worth checking.
  11. Your trial, your plan and your billWhat the trial includes, what the plans are priced on, and what happens at the end of it.
  12. When the internet goes downWhat keeps working when the office loses its connection, a crew loses signal, or ScapeLogic itself is down — and what to turn on before it happens.

Not covered here?

This is a short shelf on purpose — only what we can describe accurately today. If your question is not on it, ask a person; one answers. We answer within one business day.

hello@scapelogic.com