Quick Start Guide

Welcome to NoSavvy. This guide provides a complete walkthrough of your operating system. We will cover how to navigate the dashboard intelligence, manage your workforce and customers, and execute the core job lifecycle.

1. Navigating the Dashboard

Your Dashboard is designed to be an Action Center, not just a report. It uses specific logic to bubble up issues so nothing slips through the cracks.

[Screenshot: Full view of the Dashboard, highlighting the 'Action Required' and 'Ready to Dispatch' sections]

The Top-Level Metrics

At the very top, you get an instant health check of your business pipeline:

  • Total Jobs: Every active job currently in the system.

  • Scheduled: Jobs that have a date but are not yet completed.

  • Completed: Jobs finished by your team.

  • Issues: Jobs flagged with a "Not Good" rating or a reported problem.

⚠️ Action Required (Your "Inbox")

This is the most critical section. NoSavvy automatically moves jobs here if they require immediate attention. A job appears here if:

  • A customer submits a "Reschedule Request".

  • A customer leaves a "Not Good" (1 or 2 star) rating.

  • A technician marks a job status as "Issue" or "Problem".

Goal: Keep this section empty.

🚐 Ready to Dispatch

This list shows jobs that are Scheduled but not yet started. It helps you visualize your upcoming workload and ensures every job has a technician assigned.

📅 Today's Schedule

A real-time snapshot of the current day. You can see time slots, assigned technicians, and the live status of the work.

2. Setting Up Your Team

NoSavvy handles permissions automatically based on the role you assign.

  1. Navigate to the Team tab.

  2. Click + Add Member.

  3. Enter their Email Address.

  4. Select the Role:

    • Manager / Owner: Has full access. Can see all jobs, access global settings, edit forms, and view all customer data.

    • Tech: Has a restricted, mobile-first view. They only see jobs assigned specifically to them. They cannot see company revenue or settings.

  5. Click Send Invite. The user will receive an email to set their password.

3. Managing Customers

Before you can create a job, you need a customer. You can manage your client database efficiently in the Customers tab.

  1. Click Customers in the sidebar.

  2. Click + New Customer.

  3. Enter the essential details: Name, Address, Phone, and Email.

  4. Click Save.

Note: You can also create a new customer "on the fly" while creating a job (see the next section).

4. Creating & Scheduling a Job

This is the core action of the platform.

[Screenshot: The 'New Job' modal or screen, showing the Schedule and Assign Team fields]

  1. Click the + New Job button (Top Right of Dashboard).

  2. Select Customer: Search for an existing customer from your database, or select "Create New" to add one instantly.

  3. Service Details: Enter the scope of work.

  4. Schedule: Select the Date and Time.

  5. Assign Team: Select one or multiple Techs from the dropdown.

    • Important: If you do not assign a Tech, the job will appear as "Unassigned" in your dashboard and no one will see it on their mobile view.

  6. Set Status:

    • Draft: Saves the job details but keeps it hidden from the schedule.

    • Scheduled: Confirmed on the calendar.

    • Ready: Signals to the assigned Tech that the job is confirmed and they are clear to start.

5. The Mobile Experience (For Techs)

Your technicians do not need to visit an App Store. NoSavvy is a Progressive Web App (PWA) that runs directly in their mobile browser.

[Screenshot: The Mobile View showing the 'My Jobs' list]

When a Tech logs in:

  1. My Jobs: They land immediately on a list of jobs assigned specifically to them.

  2. Job Details: Tapping a job shows the location, customer name, and service notes.

  3. Workflows: They can access the Pre-Visit Checklist (before starting) and the Completion Checklist (when finishing).

  4. Completion: Marking the job "Completed" instantly updates your office Dashboard metrics.

6. Customizing Your Workflow

You can tailor the data your team collects in the field to match your specific industry.

  1. Navigate to Form Settings.

  2. Pre-Visit Confirmation: Customize what the customer receives before the crew arrives.

  3. Crew Job Checklist: Add or remove items your techs must check off (e.g., "Take Before Photo," "Secure Gate").

  4. Post-Job Feedback: Customize the survey sent to customers after the job is done.

Need Help?

If you run into issues or have feature requests, look for the utility icons next to your profile name in the sidebar:

  • 🔔 Updates: Click the bell to see the latest feature releases and changelogs.

  • 📣 Feedback: Click the megaphone to send a direct message to our product team.

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