Dashboard
Revolutionize your service business with Sweep-It, the all-in-one job management tool designed for maximum efficiency.
Dashboard
- •Business Overview Cards
- •Today's jobs count with completion status
- •Total revenue (paid invoices) with VAT toggle
- •Pending payments tracking
- •Today's Schedule
- •Live view of today's appointments
- •Status indicators (scheduled, in progress, completed)
- •Quick access to customer details
- •Payment status badges
- •Upcoming Appointments
- •Next 5 appointments preview
- •Date, time, and customer information
- •Direct links to calendar view
- •Quick Action Cards
- •Navigate to customers, schedule, and route planning
Customer Management
- •Customer Database
- •Full contact details (name, email, phone, address)
- •Property information (type, chimney type)
- •Service history tracking
- •Last service date and next due date
- •Custom notes and preferences
- •Automated geocoding for UK addresses
- •Customer Actions
- •Create, edit, and archive customers
- •Book appointments directly from customer profile
- •Record payments
- •View customer service history
- •CSV import for bulk customer upload
- •Archive System
- •Soft delete (archive) customers
- •Separate archived customers view
- •Restore archived customers
- •Permanent deletion option
- •Archived customers excluded from appointments and reminders
Calendar & Scheduling
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Calendar & Scheduling
- •Archived customers excluded from appointments and reminders
- •Monthly view with appointment indicators
- •Click any date to view appointments
- •Visual appointment count badges
- •Navigate between months
- •Jump to today
- •Appointment Management
- •Create appointments with customer selection
- •7am-7pm time slots
- •Service type selection (sweep, inspection, repair, installation)
- •Duration tracking
- •Pricing and payment status
- •Custom notes per appointment
- •Status tracking (scheduled, confirmed, in progress, completed, cancelled)
- •Auto-fill customer details from database
- •Daily View
- •Side panel showing selected day's appointments
- •Quick edit access
- •Status and payment badges
Daily Schedule
- •Time-Based Schedule (7am-7pm)
- •Hour-by-hour view of appointments
- •Empty slot indicators
- •Color-coded status cards
- •Appointment details at a glance
- •Job Management
- •Start job (mark as in progress)
- •Mark complete (automatically creates invoice and updates service dates)
- •View customer location
- •Quick access to customer profile
- •Payment status display
- •Date Navigation
- •Previous/next day navigation
- •Jump to today/tomorrow
- •Date-specific schedule view
Route Planner
Plan you daily routes with ease.
Route Planner
- •Route Optimisation
- •Drag-and-drop appointment reordering
- •Automatic route calculation
- •Distance and time estimates
- •Fuel cost calculator
- •Fuel Cost Tracking
- •Customisable fuel type (petrol/diesel)
- •Adjustable price per liter
- •MPG configuration
- •Real-time cost calculation
- •Litres used calculation
- •Google Maps Integration
- •Open Full Route" button for turn-by-turn navigation
Route Planner
- •Individual location links
- •UK-specific routing
- •Address-based navigation (not coordinates)
- •Opens directly in Google Maps app on mobile
- •Route Statistics
- •Total jobs for the day
- •Total distance in miles
- •Total travel time
- •Estimated fuel cost
- •Date Selection
- •View routes for any date
- •Navigate between days
- •Direct link from Daily Schedule
Sweep Certification
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HETAS or any other Regulatory Bodies - Certificates
- •Certificate Generation
- •Unique certificate numbers
- •Auto-fill customer details
- •Service date tracking
- •Appliance type (wood stove, open fire, gas, oil, multi-fuel, pellet, AGA)
- •Flue type documentation
- •Fuel type tracking
- •Previous sweep date
- •Work Documentation
- •Cleaning method description
- •CCTV inspection checkbox
- •Smoke test checkbox
- •Inspection details
- •Issues found documentation
- •Recommendations for maintenance
HETAS or any other Regulatory Bodies - Certificates
- •Recommendations for maintenance
- •Additional notes
- •Engineer Information
- •Engineer name
- •HETAS/Reg Body - registration number
- •Professional qualifications
- •Certificate Management
- •View all certificates
- •Email certificates to customers
- •Track sent status
- •Certificate number tracking
- •Issue date and service date
- •Company Branding
- •Separate certificate logo upload
- •Company details on certificates
Reminders & Automations
Set appointment reminders via SMS & Email, Payment Reminders, Send out Google Review Requests and Service Due Dates.
Reminders & Automations
- •24-Hour Appointment Reminders
- •Automatic SMS reminders (if phone available)
- •Automatic email reminders (if email available)
- •Sent to customers with appointments tomorrow
- •Tracks reminder sent status
- •Manual trigger with one click
- •Batch sending
- •Google Review Requests
- •Automatic requests for completed jobs
- •Sent day after service completion
- •Google Place ID integration
- •Direct link to leave review
- •Tracks request sent status
Reminders & Automations
- •Payment Reminders
- •Automatic reminders for overdue invoices
- •Email notifications with payment links
- •Track reminder sent dates
- •One-click batch sending
- •Stripe payment integration
- •Service Due Reminders (Separate Page)
- •Identify customers due for service
- •Based on service frequency (6 months/12 months)
- •Email reminders with service details
- •Track last reminder sent
- •Book appointments directly from reminder
- •Recently sent reminders view (last 30 days)
Simple Billing Solution
Create and manage invoices effortlessly with Sweep-It's streamlined billing features.
- Invoice Generation
- Auto-created when job marked complete
- Unique invoice numbers
- Customer details inclusion
- Line items breakdown
- VAT calculation (20% UK standard rate)
- Subtotal and total with VAT
- Issue date and due date (30 days default)
- List all invoices
- Filter by status (draft, sent, paid, overdue, cancelled)
- View invoices
- Email invoices to customers
- Track sent date
- Payment status tracking
- Company logo on invoices
- Professional layout
- Company details (name, address, VAT number)
- Bank details for BACS payments
- Payment methods (cash, cheque, card, BACS, Stripe)
- Stripe online payment integration
- Email delivery with view link
- Send invoice reports to accountant
- Date range selection
- Email summary with all invoices
- Detailed breakdown
- Global VAT display toggle
- Show/hide VAT in all prices
- Persistent across pages
- Toggle in sidebar for easy access
- Company Profile
- Company name, address, contact details
- Website URL
- VAT number
- Currency selection (GBP, USD, EUR)
- Logo Management
- Separate invoice logo upload
- Separate certificate logo upload...See More