You have an account, so it's time for your first client and your first job. It takes a few minutes.
Step 1: the client
Go to Clients → Add client and pick the client type:
- Individual, e.g. an apartment, a house, a short-term rental. A first and last name is enough.
- Business, e.g. an office, a shop, a housing community. Enter the company name and, for invoices, the tax ID (NIP).
Add a phone number and an email. Mopka sends confirmations, reminders and invoices to the email, and text messages to the phone if you turn them on.
In the Billing section, set the billing type (Per visit, Hourly or Monthly subscription), the default rate and the payment term. Mopka fills the type and rate into every new job for this client, and uses the payment term on invoices. Then click Save client.
Step 2: the address
The client pays, but you clean at a specific address. You add addresses on the client card, in the Locations section, with the Add button. One client can have several, e.g. three offices of the same company.
Enter a name you'll recognise in the schedule, the street with the building number, the city and the postal code. Add the access code, because the crew sees it in the job. Instructions such as "Keys at the security desk, intercom no. 5" go under that address in Notes for the crew: the crew sees those notes on their phone too.
Step 3: the job
Go to Jobs → New job and fill in:
- Client and Location. You can add a new client or address straight from the form.
- Service type, e.g. office cleaning or window cleaning.
- Schedule: the date plus the start and end time.
- Crew: who goes to the job. In solo mode Mopka assigns you.
- Billing: type and price. If you set them on the client, they're already filled in.
- Notes for employee: keys, alarm, dog.
There are two more note fields. The client sees Notes for the client in the client portal, and only the office sees Internal notes (management only).
Click Create job. The job appears in the calendar and the assigned employee gets a notification in the app.
Step 4: messages to the client
Mopka can send the client a visit confirmation, a reminder the day before (at 10:00), and a message when the job starts, ends or is cancelled. You turn each message on separately: text messages in Settings → SMS, emails in Settings → Email. You can send a test message from there too.
Text messages are included in the paid plans: 250 a month on Starter and 500 on Pro. The Free plan has no SMS included, but you can buy a pack in Settings → SMS.
If a client doesn't want these messages, withdraw their consent on the client card, in the Consents tab.
What's next
If visits repeat, e.g. every Monday, tick Repeat in the job form or set up a series in Calendar → Recurring. See the separate article on recurring jobs.
You can upload more clients at once from a file in Data Management → Import. The Dashboard shows today's jobs and what needs your attention, e.g. jobs without an assigned employee.