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Common Tasks

The things you will do most often, step by step.

Add a new customer

  1. Open the Customers tab in your portal.
  2. Tap Add Customer.
  3. Enter their name, phone, and address.
  4. 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.

Allow the app to read your contacts

To import customers from your contacts (in Customers, the import-contacts button) MiAyudante needs permission. If you tapped "Don't Allow", or the app says permission was denied:

iPhone

  1. Open Settings.
  2. Scroll down and tap Privacy & Security.
  3. Tap Contacts.
  4. Find MiAyudante and turn the switch on (green). If you get a choice, Full Access shows all your contacts; with Limited Access you only see the ones you pick.

Android

  1. Open Settings → Apps → MiAyudante.
  2. Tap Permissions → Contacts → Allow.
If MiAyudante isn't in the list, delete the app and install it again; when you import contacts, tap Allow when asked. Deleting the app deletes nothing: your customers live in the cloud, so sign in with your number and everything is still there.

Put a customer on the map

  1. Type their full address when you add them or in Edit: MiFumigador looks it up on the map.
  2. If there is no address, or the map can't find it, use the app at the house: in Edit tap I'm at the house: save location and the exact spot is kept.
  3. After a visit at a customer without a location, the app offers to save that spot — say yes.
A customer marked No address or Not on the map won't appear on your routes or the map until you locate them.

Send a quote

  1. Open the Quotes tab in your portal.
  2. Tap New Quote and choose the customer.
  3. 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

  1. Open the customer account and go to the Services tab.
  2. Tap + to add a service to them.
  3. 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

  1. Open the Smart Route tab and pick the Route Date.
  2. Check the customers you plan to visit. Overdue ones show first, or use Select All Overdue.
  3. Tap Plan Route to order them by proximity.
  4. 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

  1. Open the Customers tab.
  2. In the Next Visit column, tap the calendar icon next to the date.
  3. Check the services you performed, or add a one-off with its price.
  4. 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.
During the day, use your route: it takes you house by house and gives the customer a heads-up. If you don't use routes, Log my day catches you up at the end of the day.

Record payments from screenshots (Venmo, Zelle, Cash App…)

  1. In the app: Payments → From screenshots (or Home → New payment). On the web: Customers → From screenshots.
  2. Choose up to 10 payment screenshots, or paste the payment message, and tap Read.
  3. Check the list: customer, amount and method are already filled in. Pick the customer where the app isn't sure.
  4. Tap Save.
Repeated payments and ones you already recorded come unticked. Images are not kept; the payment's date and reference go in the note.

Record a payment

  1. Open the Customers tab in your portal.
  2. Find the customer who paid you.
  3. Tap the 💵+ icon next to their balance.
  4. 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

  1. In Customers, tap the customer name to open their account.
  2. Go to the Invoices tab inside that account.
  3. Tap New Invoice, pick the period, and review the visits included.
  4. Generate the invoice and send it to the customer.
The invoice builds itself from the completed visits in that period, plus any previous balance.
No need to mark it paid: when you record the payments that cover it, the invoice turns Paid by itself. If you void a payment, it goes back to Sent.

Turn on automatic billing

  1. When you add the customer, or later in their account → Invoices tab, choose under Billing how often to bill them (weekly, every 2 weeks, monthly...). Manual means you create invoices whenever you want.
  2. In Days to pay, set how many days your customer has to pay after the invoice is created (0 = on receipt).
  3. Turn on Send invoices automatically if you want each period's invoice to reach your customer by WhatsApp, text or email by itself. Left off, it's saved as a draft for you to review and send.
This is set per customer, so you can bill one weekly and another monthly. Days to pay are also used when you create an invoice by hand.

Charge by quantity (m², bags, hours)

  1. Open Profile and turn on I work with quantities; save.
  2. In Services, each service's price becomes a unit price (per m², per bag, per hour).
  3. When you assign a service, log a visit or make a quote, type the quantity: the amount is quantity × unit price. For example, 2.5 × $10 = $25.
Quantity takes up to two decimals. Ad-hoc extras stay a single amount. Turning it off leaves saved amounts as they are.

Work in thousands (pesos, guaraníes, colones)

  1. Open Profile → Currency.
  2. Pick the "thousands" version of your currency: Colombian, Argentine or Chilean peso, guaraní or colón; save.
  3. From then on, type 74 to mean 74,000. Screens show M$74, and your customers' messages say "$74 mil".
Changing the currency converts nothing: amounts stay as you typed them. Use it if you already type your prices in thousands, or from the start.

Show the tax (IVA) on your invoices

  1. Open Profile → Tax included in your prices.
  2. Enter the rate (for example 19), the name (blank = IVA, or IGV, ITBIS… for your country) and your tax ID with its label: NIT 900.123.456-7; save.
  3. If a service is exempt or at another rate, edit it in Services and pick Exempt or Another rate.
  4. New invoices show the taxable base and the tax included; so does the receipt when the payment settles an invoice.
Your prices already include the tax: nothing is added, and totals, balances and messages don't change. Earlier invoices don't change. The invoice is a statement for your customer, not an official electronic invoice (DIAN, SAT, SII, ARCA).

Accept card payments (Stripe)

  1. Open the Profile tab in your portal.
  2. Scroll down to the Card payments section.
  3. 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.

❓ Need Help?

Just starting out? The Getting Started guide takes you from creating your account to your first route.

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