Documentation Index
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Comfort Hub handbook home page

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The business

How Comfort Hub runs
The customer lifecycle

New customers

How a lead becomes a customer
Add a lead
Convert a lead into a customer
Set up a customer by hand
Fix a customer that did not set up

Catalog, suppliers and staff

What lives where
Add a product
Add a supplier and its branches
Add a technician
Author a checklist template
Draw a service territory

Booking

How booking works
Book a work order
Reschedule or restaff an appointment
Cancel a work order
Assign a checklist to a visit

On site

A visit in the app
Complete a work order
Answer a checklist
Record equipment
Stub
Add parts and labour
Stub
Handle a no-show
Stub
Quote extra work

Invoicing

How invoicing works
Fix an invoice
Void an invoice
Certificates

Payments

How payments work
Take a payment
Subscriptions

Parts and purchase orders

How ordering parts works
Order stock from a supplier
Raise a purchase order at the counter
Stub
Delete a purchase order
Record a return
How purchase order numbers work

Hours, time off and payroll

How timesheets work
Load the year's payroll calendar
Know when the pay calendar runs out
Approve timesheets and time off
File hours and request time off

Phone and messages

How the phone works
Set up a phone agent
Stub
Opening hours and holidays
How extensions and personal lines work
Handle voicemail and callbacks
Stub
Text a customer
Stub
How card numbers stay out of texts and transcripts
Transfer and record calls
Stub
How a Twilio error reaches the owner

The app, day to day

The app tour
Invite someone to the app
Stub
Roles and what they can do
Tasks and notes
Stub
Team messages and group chats
The assistant
Stub

Keeping it running

How sync works
How the monitor works
Act on a Sentry email
Check the monitor is running
Fix a record that did not sync
Run the sweep and the reconciler
Redrive a dead letter
Resolve a human-review flag
What replaces the audit log
Email safety

The app, day to day

Invite someone to the app

Get a new person signed in with the right role

Roles and what they can do

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