This is your trusty digital tour guide, minus the awkward bus ride and cheesy bus jokes (well, maybe just a couple for fun). 🚌✨ This quick start guide unravels the Peazy magic, making managing your business's service jobs Easy Peazy.
Learn how to effortlessly add more locations to support your ever-expanding empire and add jobs to get competitive offers from qualified vendors. This guide is designed to provide you with a straightforward understanding of how to navigate Peazy's platform as a business owner.
Getting Started:
Dashboard Overview: Upon logging into the PC platform, you'll find your dashboard displaying key information about your facilities, locations, and users within your account.
Navigation Bar: At the bottom, the navigation bar allows you to access different sections, such as current jobs, your account settings, and even switch to Spanish language.
Adding a Facility:
- Click "Add Facility" and map your location. Use your current location or enter an address.
- Confirm the address, name your location, and enter additional details.
- Select a facility type and confirm the location on the map.
Adding Users:
- Click "Add User" to add a new user to your account. Enter their name, email, phone number, and role (admin, finance, job management, etc.).
Adding Jobs:
- Search, view, and add jobs from your dashboard.
- Click "Add a Job" to create a new job. Choose “Recurring” or “One-time job”.
- Select the facility, services needed, and job details.
- Specify service date and type, priority or scheduled.
- Open the job for bids and wait for vendors' offers.
Next stop on your tour: reviewing bids and offers – hop on and let's roll, because we promise, our virtual tour bus has zero motion sickness! For further guidance, refer to all the user guides available in our support library on the website. If you have any questions or require assistance, our team is here to support you.