My Service Planner

Adding a round and a service is done in the same way so the instructions for both are the same. 1. Go to Lists 2. Click on Rounds or Services 3. Click...

Adding any list type information can be done by following the instructions for Adding a Round or Service.

Adding a job and customer can be done on the same screen. 1. Go to Jobs 2. Click on Add Job 3. By default you will be adding a new customer and new jo...

Creating a worksheet is straight forward. Please make sure you have some jobs added to your app. 1. Go to the Planner 2. Tick on the tick box beside th...

Filling in and submitting a worksheet will mark all the jobs as done and post the transactions to the accounts. Any changes done on the worksheet are only t...

All this can be done in the Debts screen. 1. Go to Debts. 2. This will list all the jobs that currently have a balance outstanding. Find a specific...

By default there are no invoice templates setup within MSP. This is done so you don't accidentally send an unbranded template to your customer. With...

Setting up GoCardless is simple and straight forward. Please follow the steps below: 1. Log into your MSP account 2. Go to System | Settings | GoCardle...

MSP will allow you to take card payments as long as you are on the Pro account. This will require some setup initially. 1. Create an account at Stripe: ...