How do I...

...Customize it to my needs?

Quickly setup My Business Assistant in the My Info tab. Details entered here will appear on the documents you share with your customers:

• My Details: enter your business contact information
• Select Logo Image: Pick a photo to use as a logo
• How to Pay Me: Tell your customers how you'd like to be paid, who to make checks to, or which PayPal account to use, for example.
• Notes and Legal Disclaimers: Customized text that appears at the bottom of documents. As an example, you can enter any legal disclaimers you need to share, by job phase,  or provide customers a timeframe to get back to you.
• Email and Message Text: You can customize email and text messages when you share your documents.
• My Work Items: If your business has standard work items you use for building your jobs, you can manage them here. Work items created while building a job will also appear here. If you need to delete work items, simply swipe left.
• Taxes and Fees: If your business has standard taxes and fees you can collect, manage them here. Like with Work Items, My Business Assistant will create a new Tax and Fee item that you will be able to select and reuse for other jobs.
• Document Templates: Select the document format that best suits your needs.
• Export Jobs to Spreadsheet: Download a list of all jobs available in My Business Assistant into an Excel format spreadsheet and share it. For example, you can send it to yourself then analyze the results on a laptop.

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...Add, edit, or remove a Customer?

You can add or edit a customer in My Business Assistant in the Jobs tab:

• Add: Click on the + button on the top right corner of the Customers screen and add the customer information on the next screen, the Customer Details screen. On the Customer Details screen you can either enter the customer information manually or, if the customer is already in your contacts, you can simply select the customer and automatically fill in all available fields.
• Edit: Click on the customer and change their information on the Customer Details screen
• Remove: There are two options for removing customers:
  
  1.  Click on the Edit button on the top left of the Customers screen, click on the red icon to the left of the customer's name then click on the delete button to the right of the customer's name. Click Done when complete.
     
  2. Remove a customer simply by swiping left on the customer's name.​

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...Add, Edit or Remove a Customer's Job?

My Business Assistant allows you to manage many customers, each with multiple jobs in different phases. To add or edit a customer's job:

1. Select the customer
2. On the Customer Details screen click on the Jobs button
3. On the Jobs screen, to Add a new Job, click on the green + button (circled in red) to navigate to the Job Details screen where you'll enter the job information and add work items and taxes and fees if applicable.
4. To Edit a Job, click on the job (circled in blue) to navigate to the Job Details screen so you can change the information about the Job.
5. To remove a job, use the Edit button on the top right of the screen or simply swipe left on the Job.