FixSlate.

Your first job, step by step

The whole visit is one page, top to bottom: finished steps collapse into green check rows, the current step is open, the next ones wait below. Almost nothing needs a Save button — fields save themselves as you move on.

Before your first job

Pick up your magnet cards (you photograph one on the appliance to close every job) and a few paper invoice forms for customers without email. Pickup: Reliable Parts Clearwater, 4900 Creekside Dr, Clearwater, FL 33760 · Mon–Fri 8 AM–4 PM.

1Arrive & start

📞 Call customer
Directions
On my way — text the customer
Call at least 30 minutes before the visit.
Start work
Can’t make this appointment…
  • Call at least 30 minutes before — Call customer is at the top of the card, next to the address; or tap On my way — the text is already written.
  • Start work at the door — one tap records your check-in, starts the visit timer and opens the Estimate. Step 1 turns green.
  • Can’t make it? First choice is Request a reschedule — the job stays yours, dispatch calls the customer. Return to the board only as a last resort ($75 no-show fee if nobody covers it).

2Estimate — the checkbox starts the repair

Quote first, work second. In order:
  • Customer & appliance details — check name, address, brand; add the model number from the sticker. Saves itself.
  • Job photos — the model & serial sticker, plus the magnet card on the appliance if you leave one. Both are required before charging later, so shoot them now.
  • The numbers — one direction only:
Total with tax (what the customer pays)
$375.00
Part — your cost
$150.00
Labor (auto)
$214.50
Labor$214.50
Parts (at cost)$150.00
Total repair cost (before tax)$364.50
Sales tax (7.00%)$10.50
Customer pays$375.00
Your payout (50% + part)$257.25
☑ Customer agreed to the estimated total of $375.00 with tax. Ticking this starts the repair — no extra button.
Customer declined the repair — charge the service call
  • Type the out-the-door total you quoted, then the part at your cost. Labor and tax are worked out for you — tax is charged on the part only. The part goes to the customer with no markup.
  • Helper on this job — tick it and enter the helper’s amount if you agreed one with dispatch. It is inside the total, paid by the company, not part of your split.
  • Your payout line shows exactly what you will get before you say a word.
  • Agreed? Tick the bold checkbox — the estimate saves and the repair starts. Declined? The red button closes the visit as a $79 service call.
  • Numbers changed mid-job? Tap the green Estimate row and fix them — until the job is charged.

3Do the work: part OR finish

Need a part? Collect deposit
OR
Finish the job
Replaced heating element, tested cycle.
  • Need a part? Collect deposit — part name, the full repair estimate, the deposit (default $150, non-refundable), the consent checkbox, the customer’s signature, then the payment — card, cash or check (a cash deposit stays with you and counts toward your payout at closeout). The job moves to Waiting for part with a day counter; the deposit comes off the final bill. Parts are only ordered with a deposit — no exceptions.
  • Part arrived? Open the job → Schedule the installation: date + window → Set visit. It appears in your Schedule with a violet Install visit chip and dispatch is notified.
  • Finish the job — type what was done and tap anywhere: the job completes and the closeout opens below. No money is taken yet.
Don’t press Finish if you are coming back

“Finish the job” means the repair is done. If you need a part, use the deposit button. Pressed Finish by mistake? At the top of the closeout: Marked complete by mistake? Reopen the job.

4Closeout & payment

The app will not let you charge until the checklist is done — the amber box tells you what is missing:
Still needed before charging: job photos (2+), signature.
  • Customer & appliance details — already checked at the estimate; fix if needed.
  • Job photos — the ones from the estimate count. Add more if the app asks.
  • Customer signature — they sign on your phone; it saves when they lift the finger.
  • Customer email — let the customer type it; the receipt and invoice go there. No email = no invoice email, so ask.
Then the money. The estimate numbers are already filled in — confirm or correct — and pick how the customer pays:
Card
Cash
Check
Charge card · $375.00
  • Card — customer taps or enters the card on your phone. Money goes through Stripe; your share goes to Payouts.
  • Cash — you keep all of it. Your share is already in your pocket; the company’s part (shown on screen before you confirm) is deducted from your future payouts.
  • Check — photograph both sides, then Record check payment. Take the check to the bank as usual.
  • Commercial customers on terms see one button instead: Invoice · Net 30. No payment on site.
The customer gets the receipt and PDF invoice by email, the job turns Paid, and the visit timer stops.

5How your pay is calculated

Your pay comes from the job’s labor. Parts are billed at your cost and come back to you in full, tax goes to the state — neither is split.
  • 50% of the first $250 of labor,
  • 55% of everything above — every extra dollar you add to the job pays you 55¢,
  • + the part, reimbursed in full.
LaborYou get (+ part back)
$79 service call$39.50
$250$125.00
$400$207.50
$600$317.50
Example: labor $300 + part $50 → 50% of $250 + 55% of $50 = $152.50, plus $50 for the part = $202.50. The estimate and the charge screen show your exact number live.

6Where the money goes

History tab: each paid job with your share and a status chip — Hold · Oct 19 for 7 days after the job, then Ready, then Payout sent to your Stripe account. Cash jobs show Cash in hand; the company’s part sits under Withheld from the next payout and clears automatically.
One hard rule

You work as a subcontractor. Never give the customer your personal contacts or your own company’s contacts, never promote your own business on a FixSlate job, and never use your own company name as your invoice name. All repeat work goes through dispatch. Breaking this means removal from the platform.

If something goes wrong
  • Can’t make it? Request a reschedule on the job page. Returning the job is the last resort — $75 no-show fee if nobody covers it.
  • Customer calls back about the same repair? Dispatch sends you a Recall (orange chip) — warranty, no charge. Something else broke? Tap New repair — with charge: a fresh paid job opens for the same customer.
  • Anything unclear on site — Call dispatch, bottom of every job page.
← How it works