The setup, in order
The first time you log in, Get started with Sweeply takes you through the first three points.- Company. Check the name, CVR number, and address. Routes start from the company address by default.
- Availability. Enter your normal working hours. See Working hours and time off.
- Team. Turn on Plan work for me if you take visits yourself, and add your colleagues. See Invite team members and manage access.
- Services. Create the work you sell. See Services.
- Team members. Give each team member the services they can perform and a start address. Without those they get no visits. See Get a team member ready for visits.
- Notifications. Choose which messages customers should get before real visits are in the plan. See Automatic messages to the customer.
- Accounting. Connect Dinero, e-conomic, or Billy before you complete orders that should be invoiced. See How invoicing works.
- Customers. Create them yourself or import them. See Move your customers and subscriptions to Sweeply.
Run one test visit
Use a test customer with your own email and phone number, so you receive the messages yourself.1
Create the test customer
Select Customers > Create Customer, and use a real address.
2
Create an order
Select Orders > Create Order. Add a service with a price and a time, and choose this week as the Target week.
3
Plan the week
Open Planning and select Plan week. Check that the visit has a team member, a day, and a time.
4
Carry out the visit
Open Daily Program on the day of the visit. Select Start task and then Complete task.
5
Check the result
Open the order and check under Invoice and payment that the invoice was created. Check that you received the messages you expected.