Help & Guides
Learn EverittOS.
Simple answers to help you get the job done.
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Create your first job
Add the work, the customer and the date. Everything else (photos, invoices, payments) builds on the job.
Read the guidePopular questions
- Get set upThe Get set up list on your Dashboard walks you through the first few things to do.
- Create a jobA job is the work you do for a customer. Photos, invoices and payments all attach to it.
- Find and manage your jobsFind a job you already have, then start it, finish it or change its details. Looking for new customers instead? See Leads.
- Share a job report with your customerA clean report of the job with your before and after photos. Send it as a link or save it as a PDF.
- Add a customerSave a customer once and pick them for every job, quote and invoice.
- Track new leadsLeads are people who asked about work but have not booked yet. Keep them here until they become jobs.
- Create and send a quoteWrite a price for the customer, send it and turn it into a job when they accept.
- Send an invoiceBill a customer for finished work and keep track of what they owe.
- Use your customer portalSee your visits, photos, quotes and payments in one place.
- Do your jobs in the worker portalSee the jobs assigned to you, start and finish them, and add photos.
Guides by topic
Getting started
Jobs and scheduling
Quotes, invoices and payments
Customer and worker access
Leads and growth
Account and subscription
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