New leads
Pipeline
/
Reviews clicked
Google reviews
+
average
Is this your listing?
Needs you
Nothing waiting on you right now.
Recently paid
No jobs yet. Add one from the home screen.
Nothing booked in for today.
Coming up
Not booked in ()
Your Google Calendar stays the real diary — this is the subset that came through Sales Machine. (Calendar sync isn't connected yet, so nothing here is on your Google Calendar.)
Work through these once and you're set. Nothing here needs doing twice.
Needed
Signed in as
Google review link
Where paying customers get sent to leave a review.
Details shown on your invoices
Legally required on a UK invoice.
Your enquiry form
Form key for your website. Not secret — it can only create leads for you.
Getting paid
Card payments are on
Customers can pay invoices by card, and payment marks the job paid automatically.
Stripe setup not finished
You started but didn't complete it. Stripe usually needs your bank details and ID.
Connect Stripe so customers can pay their invoice by card. It's also what triggers the review request automatically.
Google Calendar
Connected
Jobs you book in appear on your calendar, and the app checks it before offering a slot.
Connect your calendar and the jobs you book will appear on it automatically. The app also checks whether you're free before offering a customer a slot, so it can't double-book you.
It only ever sees whether you're busy, never what your appointments are.
Checking with Stripe…
If you've just finished, this can take a moment to confirm. Pull down to refresh, or come back shortly.
Quote total
Balance due · already taken
Taken a deposit or part-payment?
The job stays open until the balance reaches zero.
When they pay, the job marks itself paid and the review request goes out automatically.
Connect Stripe in Settings to let them pay this by card.
Or mark as paid yourself
Paid
Review request
Reuse a saved item