One action. One clip.

52 features

• 

  Restaurant · Schedule

  Cover a call-out

  Harbor Grill

  1. 1. Text who is out.
  2. 2. Open the shift it finds.
  3. 3. Book the person who can cover.
• 

  Restaurant · Schedule

  See who's on tonight

  Harbor Grill

  1. 1. Open Who's on.
  2. 2. Read the shift list.
  3. 3. Tap a name for hours.
• 

  Trades · Schedule

  Draft next week's schedule

  Northline Plumbing

  1. 1. Text the ask.
  2. 2. Review the drafted week.
  3. 3. Leave the open shifts for later.
• 

  Trades · Schedule

  See shifts still open

  Northline Plumbing

  1. 1. Open the week.
  2. 2. Find the open slots.
  3. 3. Assign someone before you publish.
• 

  Trades · Schedule

  Publish the week

  Northline Plumbing

  1. 1. Review the draft.
  2. 2. Confirm the open shifts.
  3. 3. Publish when you say yes.
• 

  Clinic · Payroll

  See this payroll

  Bright Dental

  1. 1. Open Pay.
  2. 2. Read gross, taxes, and take-home.
  3. 3. Check the cash you'll need.
• 

  Clinic · Payroll

  Estimated taxes on a paycheck

  Bright Dental

  1. 1. Open this period.
  2. 2. Read the tax lines. These are estimates.
  3. 3. They are not a filed return.
• 

  Clinic · Payroll

  Cash needed for payday

  Bright Dental

  1. 1. Open Pay.
  2. 2. Read take-home.
  3. 3. That's the cash to have ready.
• 

  Auto · Hiring

  Hire someone

  Main Street Auto

  1. 1. Text the hire.
  2. 2. Review the offer.
  3. 3. Send it or hand them the phone.
• 

  Auto · Hiring

  Send hiring paperwork

  Main Street Auto

  1. 1. Open the hire.
  2. 2. The forms for your state are attached.
  3. 3. Email the link or show the code.
• 

  Auto · Hiring

  Let them sign on their phone

  Main Street Auto

  1. 1. Open the hire.
  2. 2. Show the code.
  3. 3. They scan and sign.
• 

  Plumbing · Calendar

  See what's due today

  Northline Plumbing

  1. 1. Open the calendar.
  2. 2. Read payroll, bills, and licenses.
  3. 3. Tap one to open it.
• 

  Plumbing · Calendar

  Find a license renewal

  Northline Plumbing

  1. 1. Open the calendar.
  2. 2. Find licenses.
  3. 3. Open the renewal date.
• 

  Plumbing · Bills

  See bills coming due

  Northline Plumbing

  1. 1. Open the calendar.
  2. 2. Filter to bills.
  3. 3. Open one to pay or schedule it.
• 

  Restaurant · Stock

  See what to order

  Harbor Grill

  1. 1. Open Stock.
  2. 2. Read what's low, by supplier.
  3. 3. Note each supplier's cutoff.
• 

  Restaurant · Stock

  Catch a supplier cutoff

  Harbor Grill

  1. 1. Open Stock.
  2. 2. Group by supplier.
  3. 3. Order before that supplier's cutoff.
• 

  Rental · Books

  See last month's profit

  Cedar Doors

  1. 1. Open Books.
  2. 2. Read the month.
  3. 3. See profit after people, materials, rent, and bills.
• 

  Rental · Books

  See where the money went

  Cedar Doors

  1. 1. Open Books.
  2. 2. Read the categories.
  3. 3. People, materials, rent, and bills are split out.
• 

  Home services · Connections

  Connect software you already use

  Harbor Home

  1. 1. Name the software.
  2. 2. Open the connection it finds.
  3. 3. Put the key in the Vault.
• 

  Home services · Vault

  Store a key the assistant can't see

  Harbor Home

  1. 1. Open the connection.
  2. 2. Add the key in the Vault.
  3. 3. The assistant never sees that key.

• Not filmed yet

  Retail · Setup

  Add a shop

  Elm Street Market

  1. 1. Create the account.
  2. 2. Add the shop and its type.
  3. 3. The home tiles rename to that work.

• Not filmed yet

  Retail · Assistant

  Text it like a manager

  Elm Street Market

  1. 1. Open the ask box.
  2. 2. Text it the way you'd text a manager.
  3. 3. It opens the page.

• Not filmed yet

  Retail · Time

  Clock in

  Elm Street Market

  1. 1. Open the person's shift.
  2. 2. Clock in.
  3. 3. Hours flow into payroll.

• Not filmed yet

  Clinic · Schedule

  Approve time off

  Bright Dental

  1. 1. Open the request.
  2. 2. Check the day still has coverage.
  3. 3. Approve it.

• Not filmed yet

  Restaurant · Schedule

  Swap a shift

  Harbor Grill

  1. 1. Open the two shifts.
  2. 2. Swap them.
  3. 3. Both see the new times.

• Not filmed yet

  Auto · Team

  See the team

  Main Street Auto

  1. 1. Open Team.
  2. 2. Read roles and pay.
  3. 3. Tap a person for their file.

• Not filmed yet

  Clinic · Team

  Check licenses and certs

  Bright Dental

  1. 1. Open Licenses & certs.
  2. 2. Sort by date.
  3. 3. Open the one that's close.

• Not filmed yet

  Clinic · Schedule

  See who's in today

  Bright Dental

  1. 1. Open Who's in today.
  2. 2. Read the chairs.
  3. 3. Tap a name for the day.

• Not filmed yet

  Plumbing · Jobs

  See open jobs

  Northline Plumbing

  1. 1. Open Jobs.
  2. 2. Read the open list.
  3. 3. Tap one for the address and crew.

• Not filmed yet

  Plumbing · Jobs

  Put a job on the calendar

  Northline Plumbing

  1. 1. Open the job.
  2. 2. Pick Thursday morning.
  3. 3. Assign the crew.

• Not filmed yet

  Auto · Customers

  Find a customer

  Main Street Auto

  1. 1. Open Customers.
  2. 2. Search the name.
  3. 3. Open the file.

• Not filmed yet

  Auto · Invoices

  Send an invoice

  Main Street Auto

  1. 1. Open the job.
  2. 2. Create the invoice.
  3. 3. Send it.

• Not filmed yet

  Restaurant · Vendors

  See suppliers

  Harbor Grill

  1. 1. Open Vendors.
  2. 2. Find the supplier.
  3. 3. Open their cutoff and last order.

• Not filmed yet

  Restaurant · Deliveries

  See today's deliveries

  Harbor Grill

  1. 1. Open Deliveries.
  2. 2. Read today's list.
  3. 3. Check one in when it arrives.

• Not filmed yet

  Rental · Maintenance

  Log a repair

  Cedar Doors

  1. 1. Open Maintenance.
  2. 2. Add the unit and the problem.
  3. 3. Assign it.

• Not filmed yet

  Rental · Properties

  See the doors

  Cedar Doors

  1. 1. Open Doors.
  2. 2. Read occupied and vacant.
  3. 3. Open a unit.

• Not filmed yet

  Rental · Properties

  Start a turnover

  Cedar Doors

  1. 1. Open the unit.
  2. 2. Start the turnover.
  3. 3. The clean and the repairs land on the calendar.

• Not filmed yet

  Home services · Inbox

  Read a message

  Harbor Home

  1. 1. Open Inbox.
  2. 2. Open the thread.
  3. 3. Reply or turn it into a job.

• Not filmed yet

  Clinic · Documents

  Find a document

  Bright Dental

  1. 1. Open Documents.
  2. 2. Search license.
  3. 3. Open the file.

• Not filmed yet

  Retail · Taxes

  See an estimated tax number

  Elm Street Market

  1. 1. Open Taxes.
  2. 2. Read the estimate.
  3. 3. This is an estimate, not a filed return.

• Not filmed yet

  Retail · Schedule

  Set shop hours

  Elm Street Market

  1. 1. Open Hours.
  2. 2. Set the week.
  3. 3. The schedule uses those hours.

• Not filmed yet

  Retail · Stock

  See what's low on the shelf

  Elm Street Market

  1. 1. Open Inventory.
  2. 2. Sort by low.
  3. 3. Add it to an order.

• Not filmed yet

  Salon · Schedule

  See the chairs today

  Linden Salon

  1. 1. Open Chairs.
  2. 2. Read the afternoon.
  3. 3. Book the open one.

• Not filmed yet

  Gym · Schedule

  See today's classes

  North Gym

  1. 1. Open Classes.
  2. 2. Read the times.
  3. 3. See who's teaching.

• Not filmed yet

  Childcare · Schedule

  Check room ratios

  Little Harbor

  1. 1. Open Ratios.
  2. 2. Read each room.
  3. 3. The short room is marked.

• Not filmed yet

  Clinic · Stock

  Reorder clinic supplies

  Bright Dental

  1. 1. Open Supplies.
  2. 2. Read what's low.
  3. 3. Order from the rep.

• Not filmed yet

  Home services · Phone

  See a missed call

  Harbor Home

  1. 1. Open Phone.
  2. 2. Read the missed calls.
  3. 3. Call back or make it a job.

• Not filmed yet

  Retail · Calendar

  See tax deposit dates

  Elm Street Market

  1. 1. Open Deadlines.
  2. 2. Find the deposit.
  3. 3. The date is an estimate until you file.

• Not filmed yet

  Retail · Account

  Open the business account

  Elm Street Market

  1. 1. Open Account.
  2. 2. The shop stays on its organization.
  3. 3. Usage, payroll, and taxes stay linked.

• Not filmed yet

  Household · Taxes

  See a personal tax estimate

  Your household

  1. 1. Open personal taxes.
  2. 2. Read the estimate.
  3. 3. It is not a filed return.

• Not filmed yet

  Plumbing · Jobs

  Send a quote

  Northline Plumbing

  1. 1. Open the job.
  2. 2. Write the quote.
  3. 3. Send the link.

• Not filmed yet

  Restaurant · Hiring

  Share an application link

  Harbor Grill

  1. 1. Open Hiring.
  2. 2. Copy the apply link.
  3. 3. Send it.