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Getting Started

Setting your hours and scheduling rules Registering your business phone number Filling out your company details Connecting Stripe Your first login and a tour of Flyra Inviting your team and setting roles Building your price book The full setup checklist Country, currency and tax rates

Customers

Adding a customer Your website and the client portal The Customers page Tracking your equipment Importing customers The customer record

Jobs & Scheduling

Assigning technicians Checklists and checklist templates Completing a job and what happens next Creating a job Job statuses Where jobs live Quality checks The Schedule

Leads

Converting a lead into a customer Creating a lead Lead sources and attribution The Leads pipeline Connecting Meta lead ads Pipelines and stages Web forms

Platform

API keys Flyra on a phone Preferences and notifications QuickBooks Online Search and the Create menu The website builder

Map & Field

Canvassing reports A door-to-door day, start to finish Dropping pins The Map Pin types Routes and route optimization Territories

Reports

Customer, map and review reports Your dashboard Expenses Job and estimate reports The Reports section Revenue reports Team reports

Team & Ops

Access and navigation Employee scheduling Inviting employees Leaderboards and sprints Payroll Roles and permissions Tasks Timesheets

Inbox

Inbox filters The Inbox Sending messages SMS Blast

Automation

Automations Job, estimate and invoice automations Message templates QR code tracking for signs and flyers The referral program Review requests

Money & Payments

Contracts and agreements Estimate settings and layout Estimates Invoice settings and layout Invoices Payment methods The price book Service plans and subscriptions Subscription templates Taking payment

Customers

Add and manage customers, their full records, tags and notes, imports, and the client portal.

Adding a customer
Your website and the client portal
The Customers page
Tracking your equipment
Importing customers
The customer record

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