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Find step-by-step guides for everything in Scheduling Hero.
Getting Started
New to Scheduling Hero? Start here.
Scheduling & Jobs
Master your daily schedule.
- 4 minCreating Jobs and Schedules
Set up recurring work for your customers
- 3 minUnderstanding Job Frequencies
How recurring jobs work
- 4 minPlanning Your Week
Use the planner view to organise your time
- 2 minSetting Up Your Starting Location
Configure where you start your day
- 2 minConfiguring Working Hours
Set your work day times and breaks
- 3 minUnderstanding ETAs
See arrival times and running late warnings
- 2 minCompleting Jobs
Mark work as done and add notes
- 2 minSkipping Jobs
Handle jobs you couldn't complete
Invoicing & Payments
Get paid faster.
- 4 minCreating and Sending Invoices
Generate professional invoices on-site
- 2 minTracking Payments
Know who's paid and who hasn't
- 3 minProcessing Refunds and Overpayments
Issue refunds and handle overpayments
- 3 minManaging Customer Credits
Handle overpayments and store credits
- 3 minSetting Up Payment Processing
Stripe Connect onboarding and platform fees
- 2 minSending Payment Links
Create payment links and QR codes
Customer Management
Manage your customer database.
Expenses & Reports
Track your business performance.
Premium Features
Get more with Premium.
- 3 minSetting Up Cloud SyncPremium
Backup your data and use multiple devices
- 2 minWorking Offline
Use the app without internet
- 2 minOptimising Your RoutePremium
Save time and fuel with smart routing
- 3 minUsing the Smart PlannerPremium
Auto-group nearby jobs together
- 4 minCustomising Invoice BrandingPremium
Add your logo and brand colours
- 3 minUnderstanding Skip InsightsPremium
Identify at-risk customers and skip patterns
- 3 minConnecting XeroPremium
Sync invoices to Xero automatically
- 3 minConnecting QuickBooksPremium
Sync invoices to QuickBooks Online
- 3 minConnecting FreeAgentPremium
Sync invoices to FreeAgent accounting
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Response time: 24-48 hours