Help center
Short guides to every part of DoneWell, written for the people who run the company, dispatch the work and do it on site. The ? in the top bar of any page in the app opens the guide for that page.
Getting started
Your first day in DoneWell — the dashboard, what to set up, and how work flows.
Clients & properties
Who you work for and where — client records, contacts and service addresses.
Quotes, jobs & invoices
From a request to a paid invoice: the four documents and how one becomes the next.
Schedule
The calendar, visits and who is going where.
Payments
Recording payments, taking cards online with Stripe, refunds and receipts.
Team & roles
Inviting people and deciding what each of them can see and do.
Settings
Company details, taxes, fees, document templates and the rest of the setup.
- Company settings
- Taxes and fees
- Exporting your data
- Importing your data
- Your subscription
- Catalog items and categories
- Registering your number for business texting (10DLC)
- Calls — who takes them, routing and after hours
- Social accounts — connecting Facebook pages and Instagram
- Blog articles — writing for your website
Wiki
Your company's knowledge base — pages for procedures, product sheets and how-tos.