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BuddyPro

Need more help?Q: Which applications are included in BuddyPro?Q: Where do I go for help?Q: Is there a binding period?

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Task Management

How to Create a Task Q: How can I see if an assignment is profitable?Q: What is the difference between assignment management and schedule management?Q: Can I control task instructions?Q: How are tasks with multiple employees handled?

Coverage Map

How to Create a Service Zone Q: What is the coverage map used for?

Subscription

Customers

How to Create a Customer Q: Can I get help importing my old customers?Q: What does the “Hidden from customer” function mean?

Buddies

How to Register a Buddy How to Add a New Buddy in BuddyPro Q: Can staff choose their own shifts?Q: How does matching staff to assignments work?Q: How do I add Buddies to the system?

Administrator

How to Register an Administrator

Categories

How to Create a Category Q: How should I structure my services with categories?

Services

Services Q: How does pricing per unit work?Q: What is an add-on service?

Packages

Partners

Form

Payments

Q: How does invoicing work?Q: Does the system support RUT&ROT deductions?

Discount Management

How to Create a Discount

Salary Configuration

Salary Configurations How to Create a New Salary Type Q: Can I have different salary levels for staff?

Dashboard

Q: How do I get back to the dashboard?

The Workforce App

Q: How do staff log into the app?Q: What is a work area in the app?Q: Is there support for checklists in the app?Q: Which languages are supported in the app?Q: Can I see my staff's location live?Q: How does check-in and check-out work in the Workforce app?

Q: Can I control task instructions?

A: Yes. You can create checklists (version 1 or 2) that staff must follow in the app.

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