Read the Today page

Today shows who is where. Work the Alerts card from the top (red first), check the status chip on each stop under Crews today, then use the board below to move jobs.

Before you start

You are signed in as the owner or a dispatcher and open Today in the sidebar. The page refreshes by itself, and Alerts reloads every minute.

Steps

1. Read Alerts. It says "No alerts" when nothing needs you. Each row with a customer name opens that job.
   • Card charge failed (red): open the job, then select Retry charge, or Mark paid if the customer pays another way.
   • Refund outcome unknown - check Stripe (red): check Stripe before you refund again. Until you do, the refund counts as made.
   • Job no longer fits (red): the row names the reason and lists fixes, such as "Move it to another window". See Place a job on a crew's day.
   • Finish setting up card payments (amber): card payments are not on yet. Select Open Settings; the owner finishes Stripe.
   • Referral held (amber): select Approve, or Reject and then Reject referral. See Turn on customer referrals.
   • From the crews: problems and add-on requests. See Handle crew problems and add-on requests.
   • Customer actions (last 48 hours): what customers changed themselves, such as "Customer canceled" or "Customer rescheduled". Select a row to see the job.
   • Account deletion requests: open the customer, handle the request, then select Done on the row.
2. Review Fees to review, the card under Alerts. Each row is a late-cancel or no-show fee. Nothing is charged until you select Confirm and charge. Select Waive, write a Reason, and confirm to skip the fee. A failed one shows Retry charge.
3. Look at Crews today. Each crew lists its stops in order, such as "1. 9:00 AM" and the customer name, with a chip: Scheduled, On the way, On site, Done, Problem (it shows the kind, such as "Customer not home"), No-show or Canceled. Select a stop to open the job.
4. Use the board under Crews today to place or move jobs, or select New Job at the top. See Place a job on a crew's day and Create a job for a customer.

What happens next

Rows leave Alerts once the cause is fixed, for example when a retried charge goes through. Chips change as the crew taps buttons in the crew app.

If something goes wrong

• "Could not load alerts." or "Could not load the schedule." Refresh the page. If it keeps failing, email support@steadystatetechnologies.com.
• A chip says Problem but the crew is working. The chip clears when the crew taps Arrived.

Related

Place a job on a crew's day · Handle crew problems and add-on requests · Turn on customer referrals