How do I get started?

There are multiple ways to utilize the FY$H App, but to get started you will need to:

1) Create or invite a contact

Contacts are used to send invoices, chat and create appointments.

2) Setup a Service 

These can be services that you are providing as a worker or requesting as a payer.  Here is where you add details such as rate, tasks and checklists.

3) Create a Location

Maybe you have many work locations?  Maybe you manage more than one location?  Save them all here to quickly reference when creating appointments.

4) Create an Appointment

Appointments are flexible.  You can be a worker on one appointment and a payer on another.  Just choose a contact, location, service and then get to work or have the work provided for you.

5) Start Working

Once you arrive at the work location you can easily check-in, notify the client and start working.  Upon completion, simply check-out and start an invoice.

6) Invoicing

Once you complete an appointment an invoice is created to send to the payer.  Verify the invoice is correct or edit if needed.  You can also add additional line items if necessary before sending your invoice. 

* If this is your first invoice as a worker, you will need to connect to Stripe, the payment processor for FY$H.  This only needs to be done once. *

Need to send an invoice without an appointment?  

7) Connect to Stripe

If you don't have an account with Stripe already, you will need to provide some documentation such as: Name, Business information, and Bank Account information, Etc.

To access Stripe later visit: https://dashboard.stripe.com.