Monocraft Service OS
Help centre.
One task per article, a few minutes each. The “?” at the top of each Owner Portal page opens the matching one.
Getting set up
5 articles- 01First sign-in and the Getting started listSign in to the Owner Portal for the first time, choose your own password, and work through the Getting started list on the Overview.
- 02Set up your services and pricesChange the services customers can book: names, how long each job takes, prices, reminders and checklists, or add your own.
- 03Business hours, closures and public holidaysSet when customers can book, add the days you are closed, and choose which public holidays you close on.
- 04Add workers and get them signed inAdd your team in the Owner Portal, save each worker's mobile number, and send them the link to see their jobs on their phone.
- 05Import your existing customers from ExcelBring in the customers you already have from Excel, Google Sheets or a CSV file, with their last service, so reminders start by themselves.
Daily work
7 articles- 06Book for a customerWhen a customer calls, sends a WhatsApp message or walks in, book the job for them in the Owner Portal in about a minute.
- 07Confirm, reschedule or cancel a booking, and refund a depositConfirm new bookings and assign the team, move a booking to another day, or cancel it and choose whether the deposit goes back.
- 08Dispatch jobs on the team boardSee who works where this week on the Schedule's team board, and drag jobs onto a worker or another day.
- 09Issue invoices, record payments and give receiptsInvoice a job, send the customer the link, record each payment as it comes in, and give a numbered receipt for it.
- 10Service due: remind customers on WhatsApp in one tapSee which customers are due for their next service and send each one a ready-made WhatsApp message with a booking link.
- 11Set up your website: about us, photos and colourWrite a few lines about your business, add photos, and pick a look and colour; services, prices and hours fill in by themselves.
- 12Read your reports and download CSV filesSee a month's invoices, payments and finished jobs and what each worker did, and download CSV files for pay and your accountant.
Your team
4 articles- 13First sign-in for workers (invitation link or company code)Sign in to the worker page with the mobile number your employer saved for you and a code sent to your WhatsApp.
- 14Arriving, photos, finishing and the customer's signatureOn the worker page: tap I've arrived, take before and after photos, then finish the job with the checklist and the customer's signature.
- 15What to do when there is no signalThe worker page needs the internet and keeps nothing to send later. Here is how to work around weak signal on site.
- 16Installing the Monocraft App and turning on Face IDThe Monocraft App for owners and workers is not in the app stores yet. Here is how signing in and the Face ID lock will work.
Your customers
2 articles- 17Customers: booking online and paying a depositBook on your service provider's booking site: choose a service and a time, verify your number by WhatsApp, and pay a deposit if asked.
- 18Customers: changing or cancelling a bookingTo change the time or cancel, contact your service provider. Here is what happens to your booking and your deposit.
Your plan
2 articles- 19Plans, upgrades, invoices and refundsHow Monocraft bills you: the prepaid first term, invoices and receipts, changing plan or term, and the 30-day refund.
- 20Cancelling, taking your data and your domainCancel any time after your first term. Download what you can, ask us for the rest, and take your .com domain with you.