Customer records
Keep contact details, property notes and service history together.
FEATURES
Keep every stage
of the job connected.
Explore the core workflows available in the RWM OPS beta.
Jobs & scheduling
Plan one-off visits and recurring services around your working calendar.
Teams & routes
Organise workers, allocate daily jobs and review routes on the map.
Quotes & invoices
Prepare quotes and invoices with the details of the work in one place.
Completion & revenue
Record completed visits, additional charges and tips for reporting.
Your business identity
Add your business details and branding to your workspace.
RWM SOCIAL
Turn completed jobs into social content. The planned OPS-to-SOCIAL link will use the images you upload to completed jobs to construct posts and schedule them for your social media platforms.
Choose drafts ready for your approval, or opt in to automatic posting without reviewing each post.
Integration and automatic posting are in development; platform connections and publishing verification are still required.
Explore RWM SOCIAL →A PRACTICAL WORKFLOW
From customer to completion.
- Know the customer. Add contact details, property notes and service requirements.
- Prepare the work. Create a quote where needed, then plan a one-off or recurring visit.
- Organise the day. Allocate jobs to workers or daily teams and review the route.
- Record the result. Log completion, charges and tips, then prepare an invoice.
Start with what you use most.
Whether you work alone or with a crew, begin with customer records and your calendar. Add team allocation, job history and invoicing as you get familiar with the workspace.
Beta features and availability may change as the platform develops. Registration is currently by approval code.
EARLY ACCESS
See how your working day fits.
Free access until further notice. You’ll need a beta code to register: here’s how to get one.