To do

To do lists payments to collect and jobs, grouped by Overdue, Next 3 days, Next 7 days and Next 30 days. Jobs further off or with no date are under Later. The counts at the top are filters: tap one to see just those.

What shows up

Most of it is added for you:

• rent, deposits, extensions, charges and extras on the day they're due
• receipts customers send from their booking page
• customer requests, like keeping the vehicle longer or a problem with it
• booking jobs: a vehicle not handed over, a refund to decide, a deposit to settle
• jobs you add on a vehicle's page

Tap the customer or vehicle on a job to open the booking or vehicle.

Add a job

1. Open the vehicle and go to its To do tab.
2. Tap Add a job.
3. Fill in What needs doing, a Due date and the Kind of job.
4. Tap Add a job.

Record a payment

1. Tap Record payment.
2. Enter the Amount that arrived, Date received and Method.
3. If they paid for more than one thing, tick it under What is it for?. What will be recorded shows what's left or extra.
4. Leave Tell the customer the payment was received ticked if you want them told.
5. Tap Record (the button shows the amount).

Check a customer's receipt

RoveHQ reads the slip and tells you if the amount matches. Tap View receipt, then Confirm received. If it's different, tap Something's different and enter what arrived, or Nothing arrived.

Jobs with their own button

Some jobs take you to the next step and close when it's done: Hand over, Answer, Record refund or No refund, Settle deposit, Give them free or Keep the charge, Open form.

Refunds and free days are for the owner or a manager. Staff see "The owner or a manager decides this one."

Mark it done

Tap Mark done. To add a note, tap the three dots, Add note, then Save & mark done. Finished jobs are under Done.