🧰
Common Tasks
The things you will do most often, step by step.
Add a new customer
- Open the Customers tab in your portal.
- Tap Add Customer.
- Enter their name, phone, and address.
- If you already know the work, add the services right there with their price and how often you visit.
Give the full address — MiFumigador puts it on the map so it can order your route by proximity.
Send a quote
- Open the Quotes tab in your portal.
- Tap New Quote and choose the customer.
- Add the services with their prices and send it.
They receive it by SMS or WhatsApp and can accept or decline with one tap.
Set your own price for a service
- Open the customer account and go to the Services tab.
- Tap + to add a service to them.
- Pick the service, set the price for THAT customer, and how often you visit.
The base price of a service is only a starting point — each customer can have their own.
Plan the day's route
- Open the Smart Route tab and pick the Route Date.
- Check the customers you plan to visit. Overdue ones show first, or use Select All Overdue.
- Tap Plan Route to order them by proximity.
- Tap Save Route to lock it in.
You plan the route on the web, but to run it in the field — with the map and turn-by-turn — use the free app.
Log a visit
- Open the Customers tab.
- In the Next Visit column, tap the calendar icon next to the date.
- Check the services you performed, or add a one-off with its price.
- Tap Complete Visit, or Save (In Progress) if you are not done yet.
Only completed visits go into the period invoice, so remember to close them out.
Record a payment
- Open the Customers tab in your portal.
- Find the customer who paid you.
- Tap the 💵+ icon next to their balance.
- Choose the method (cash, check, Zelle, Venmo), enter the amount, and save.
Their balance updates instantly and they get a receipt by SMS or WhatsApp.
Create an invoice manually
- In Customers, tap the customer name to open their account.
- Go to the Invoices tab inside that account.
- Tap New Invoice, pick the period, and review the visits included.
- Generate the invoice and send it to the customer.
The invoice builds itself from the completed visits in that period, plus any previous balance.
Turn on automatic billing
- Open the customer account and go to the Invoices tab.
- Under Billing Cycle, choose how often to bill them (weekly, every 2 weeks, monthly...).
- Turn on Send invoices automatically if you want them sent without you.
This is set per customer, so you can bill one weekly and another monthly.
Accept card payments (Stripe)
- Open the Profile tab in your portal.
- Scroll down to the Card payments section.
- Tap Set up payments and fill in Stripe's form with your details and bank account.
Stripe may take a while to verify you. Once active, your invoices carry a card payment button and the money lands straight in your bank.
