⏱️ 5 min read

Quick Start Guide

Get up and running with Scheduling Hero in just 5 minutes. Learn the basics of adding customers, creating jobs, and managing your schedule.

Download and open the app

App Store download page showing Scheduling Hero app with Download button

Download Scheduling Hero from the App Store or Google Play. Open the app—no account is required to get started with the free tier.

Add your first customer

Add customer form with name, address, and contact fields

Tap 'More' in the bottom navigation, then tap 'Customers'. Tap the + button to start adding a customer. First, enter their address (street, town, postcode). Then add their contact details like name, phone, and email.

💡The address-first approach helps you plan efficient routes from day one.

Create a job for the customer

Add job bottom sheet with description, amount, frequency, and schedule options

With the customer open, tap 'Add Job'. Enter the job details: description, price, and frequency (one-time, weekly, fortnightly, etc.).

View your schedule

Schedule tab showing today's scheduled jobs with customer address and price

Tap the 'Schedule' tab to see your upcoming jobs. Jobs automatically appear based on the frequency you set.

💡Drag and drop jobs to reorder them if needed.

Complete a job

Job detail screen with Mark as completed button and customer actions

When you finish a job, tap it and mark it as complete. You can add notes about the work done.

Get paid

Take a Payment screen showing invoice selection and payment options

After marking a job complete, a payment screen appears. Choose how to collect payment: send a payment link, record a cash payment, or select 'Pay later' to send an invoice.

💡Invoices are automatically created and linked to the customer for easy tracking.

What's next?

Adding Your First Customer Creating Jobs and Schedules Creating and Sending Invoices

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