ScapeLogic

First week: recurring work to payment

Set recurring service, review the week and day sheet, then invoice and record payment.

Set recurring service

Add a plan to the property and review frequency and next date.

Screenshot: Set recurring service.
ScapeLogic screen for: Set recurring service.
  1. Add recurring service to the property.
  2. Save the plan and review its next visit.

Review and prepare the day

Check planned visits and crew assignments, then prepare the day sheet.

Screenshot: Review and prepare the day.
ScapeLogic screen for: Review and prepare the day.
  1. Review visits on the week board.
  2. Open the day sheet and check stops before sharing it.

Invoice and record payment

Invoice completed work; recording payment updates the record and does not move money.

Screenshot: Invoice and record payment.
ScapeLogic screen for: Invoice and record payment.
  1. Create an invoice and review its amount.
  2. Record payment when it arrives.

Read next

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.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.Prepare a day sheetPrint the day’s scheduled work grouped by crew, including unassigned visits.Invoicing and getting paidConnecting Stripe, what “connected” really means, and where the money actually goes.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.

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