Dashboard
These steps save real records. Use your normal Save buttons; Continue only saves your place in this guide.
Due / overdue
Recent completions
Templates & Branding
Manage reusable services and company details for documents.
| Name | Description | Price | Type | Actions |
|---|
Document Branding
Business contact details can be changed in Account & Business Profile. These document settings are used on invoices and prefilled quote emails. The email action opens your mail app for review and sending.
Reviews
Set up review links and see request history.
This page stores your review links, preferred delay and message. Review emails and texts are not sent automatically, and saving these settings will not contact customers. Request History shows requests already recorded in this workspace.
Request History
Integrations
Connect RWM OPS to the tools your company uses.
Account & Business Profile
Manage your personal account and the selected company’s contact details.
Business profile
Owners and admins can update the selected company. Business email is used for customer documents and is separate from your login email.
Settings Center
Choose a setting below. You can always return here from the sidebar.
Appearance
Accent colour and light/dark mode for this device.
Communications
Prepare and log customer texts, emails and calls.
Calendar
Monthly job schedule. Select a day to view its work.
Click days to add or remove them from your total. You can select days across months. The total includes completed and planned work, with a breakdown of each.
Feedback & Callbacks
Track compliments, complaints and callbacks against customers and workers.
Recommended Work
Worker recommendations waiting for owner review and quoting.
| Customer | Recommendation | Notes | Recommended by | Status | Action |
|---|
Time-off requests
Approve or decline team holiday, sick and personal-day requests.
Team Members
Select a team member to view and manage their daily route.
Team
Add workers, send login invitations, update pay details, or pause team members.
Daily Teams & Route Allocation
Choose the work date, then allocate workers and route jobs.
Expenses
Log operating costs. Amount includes any tax entered; reports count it once.
Add expense
Import from Found
In Found, open Activity → Export (or ⋯ → Export activity), choose a date range, and use the CSV emailed to you. Preview and tick expenses before importing; preview saves nothing. An Expense report PDF contains category totals only, so it cannot safely create individual expense entries.
Match columns
| Import | Date | Merchant / note | Found category | RWM category | Amount | Review |
|---|
Expense ledger
$0.00| Date | Category | Vendor | Description | Amount | Action |
|---|
Member Timesheets
Record hours and a rate snapshot. Gross wages exclude payroll taxes and overtime rules.
Hourly rate
Changing a rate affects new timesheet entries. Previous gross amounts keep their original rate.
Daily time
Choose a date, then open a team member to record their shift.
Team member
Enter a start and finish time to calculate hours and gross pay.
For overnight work, a finish time earlier than the start time is treated as the next day. You can adjust calculated hours before saving.
Time worksheet
$0.00 gross| Date | Member | Hours | Rate | Gross | Action |
|---|
Reports
Choose a report to see the figures and details you need.
Both dates are included. The total includes completed jobs, scheduled jobs and projected active recurring services; this is expected gross revenue before costs, not guaranteed income. Overdue services without a scheduled job date are not carried forward automatically.
Record Worker Pay
Operational Reports
Business performance by worker and selected date range.
| Team Member | Jobs | Revenue | Tips | Hours | Worker cost | After pay | Revenue / Job | Revenue / Hour |
|---|
Worker Performance
Worker earnings & payments
Today's Work
Your assigned jobs for today
Workday Time
No lunch recorded today.
My jobs
Your allocated jobs on other days. Tap a date to open that day's route.
My Calendar
Your allocated jobs and time off. Tap a day to open that day's route.
Request time off
My Settings
YOUR JOB
Job
Service:
Status:
FOR THIS VISIT
Job Instructions
Columns
| Area / address | Frequency | Rate | Status |
|---|
Next Due
Click a row or tick its box to select it. Use View customer to open the profile. View on map shows only your selections; Allocate to team & date schedules their visits.
Changes the service due dates. Already scheduled jobs keep their scheduled dates.
| Select | Customer | Area / address | Frequency | Status | Actions |
|---|
Customer Map
Active customers in this company. Filter the map to plan your work.
Open Maps to locate your customers.
Place a customer pin
Choose a customer, click Place pin, then click their property on the map. Drag the pin to adjust it and save.
Matching customers
Build route
Add stops in driving order. Use ↑ / ↓ to tweak the sequence.
Route summary
Stops
Saved routes
| Service | Worker | Base | Additional charges | Tip | Total | Duration | Actions | Notes |
|---|
| Customer | Address | Service | Amount | Status | Created |
|---|
| Invoice | Customer | Issue Date | Due Date | Total | Status | Payment | |
|---|---|---|---|---|---|---|---|
| No invoices yet. | |||||||
Audit Trail
Recent changes and operational actions inside RWM OPS.
Basic Settings
Company theme, clock format and working days.
Company Operations
Choose working days and how times are displayed. Working-day intervals count only selected working days; weekly and bi-weekly services remain calendar-week based.
Company Theme
Choose from four preset themes. Elite can also create a custom company theme.
Plan & Usage
Free access until further notice. Your workspace preference controls current allowances; paid subscription billing is not active.
Proposed subscription prices
Free access until further notice. The figures below are proposals for review before launch, not active charges or subscriptions. USD per company per month, before applicable tax. Prices scale by active app users, including the owner.
| Package | App users | OPS monthly | With SOCIAL |
|---|---|---|---|
| Starter | 1 | $0.00 | $19.99 |
| Business Solo | 1 | $34.99 | $54.98 |
| Elite Solo | 1 | $49.99 | $69.98 |
| Business Team | Up to 10 | $99.00 | $118.99 |
| Elite Team | Up to 10 | $179.00 | $198.99 |
| Business Growth | Up to 50 | $249.00 | $268.99 |
| Elite Growth | Up to 50 | $399.00 | $418.99 |
| Business Scale | Up to 150 | $499.00 | $518.99 |
| Elite Scale | Up to 150 | $749.00 | $768.99 |
| Enterprise | 151+ | Custom | Custom + add-on |
Proposed RWM SOCIAL add-on · $19.99/month
One brand with one Facebook Page and one Instagram account. Proposed allowance: 100 published content items per month and 100 future posts queued at once. Publishing the same item to both channels counts once. Additional brands: $9.99/month each.
Completed OPS jobs and before/after photos feed the review workflow. Direct publishing, live analytics and allowance enforcement are still being completed. Photo storage, retention, AI and video terms will be confirmed before paid launch.
Current free-access allowances
These workspace allowances are available during the ongoing free-access period. Proposed Starter and Solo packages are not active paid plans.
Storage
New contractor registrations
Platform-owner-only registration record and notification delivery status.
Founding signups & waiting list
Platform-owner only. The first contractors up to the cap join automatically; after that they wait for your approval.
Waiting list
Export backup
Download all customers, completion history and saved routes as one JSON file.
Import backup
Restore a browser backup on this device. Live cloud records remain the source of truth.
Import customers from CSV
Bring existing customers into the currently selected company. CSV imports are validated and never cross company workspaces.
Clear browser cache
Clear this device's cached workspace and reload the selected company from RWM OPS cloud data. This does not delete live customers, jobs or history.