FixSlate.

Your first job, step by step

Everything happens on the job page, top to bottom. The app will not let you charge until the checklist is complete — here is the whole checklist up front.

1Right after you take the job

The customer’s name, phone and address unlock. Check the yellow Notes from dispatch — gate codes and special instructions live there. Then:
📞 Call customer  (813) 555-0123
I have arrived
Start work
  • Call at least 20 minutes before — the green button dials.
  • Tap I have arrived at the door (the app records your check-in), Start work when you open the appliance.

2Give the estimate — before any work

Diagnose, then enter the repair estimate and show it to the customer. Everything after depends on their answer:
  • Agreed → do the repair now, or order a part (step 3).
  • Declined → close as a service call: a flat fee for the visit and diagnosis, no parts, no labor.
Customer agreed to an estimated $285.00 + tax
Finish & continue to charge
Need to order a part
Service call only (no parts, no labor)

3Need a part? Take a deposit

Tap Need to order a part: enter the part name and the deposit, check the customer’s details, and take the deposit by card with the customer’s signature. The job moves to “Awaiting parts” — come back when the part arrives and finish as usual. The deposit is subtracted from the final bill automatically.

4Closeout checklist — all of it is required

After Finish the app shows the closeout. It will not let you charge until every line is done — the gray box at the bottom lists what is still missing:
Still needed before charging: customer & appliance details, work photo, signature, card photo.
  • Customer & appliance details. Name, address, and the appliance brand and model — the invoice is built from these. Model is on the sticker inside the door/frame.
  • Work photos — required. Photograph the replaced part or the finished work. This is your protection if a dispute ever comes up.
  • Magnet card photo — required. Put the company magnet card on the appliance and photograph it there.
  • Customer signature — they sign right on your phone.
  • Customer email — ask for it now; the receipt and invoice go there.

5Enter the money and charge

Two modes, pick what happened:
  • Repair: enter Labor, Part — your cost (what you paid for it) and Part — charged (what the customer pays). The app computes the markup, sales tax, subtracts any deposit, and shows your payout before you charge.
  • Service call: one flat fee, no tax.
Then take the payment: card on your phone (customer taps or enters the card) — or invoice for commercial customers on terms.
Labor$180.00
Parts$105.00
Sales tax$7.88
Customer pays$292.88
Your payout$156.75

6Done — where the money goes

The customer gets a receipt with a PDF by email; the job turns Paid. Your share appears in Payouts as “on hold” for a few days, then goes to your bank automatically.
If something goes wrong
  • Can’t make it? Ask for a reschedule on the job page — dispatch confirms with the customer.
  • Returning a job to the board is the last resort: if nobody covers it before the appointment, a $75 no-show fee is withheld from your payout.
  • Anything unclear on site — Call dispatch, the button is at the bottom of every page.