"Switching over" to a new billing and scheduling system can be daunting.

Don't let it be!

Follow these 5 steps, and easily transition your cleaning business over to PocketSuite.

Let's start getting you paid faster, and make your clients' lives more convenient.


Import CUSTOMERS

1)  Download the customer import template file below.

2)  Enter any and all client contact details.

3)  Send an email to import@app.pocketsuite.io with your filled-out client CSV file attached.

your CLIENTS will appear in pocketsuite in minutes...


Add CLEANING SERVICES

1)  Download the services import template file below.

2)  Enter the core details of any service you offer, including title, price, deposit and description.

3)  Send an email to support@pocketsuite.io with your filled-out service CSV file attached.

your SERvices will appear in pocketsuite in minutes...


ANNOUNCE TRANSITION TO CLIENTS

* Send a single email to all your clients to prepare them about your new billing and scheduling software. Use the below template as a helpful guide (just copy/paste into an email). *

 

Greetings clients!

We are excited to announce our transition to a new billing and scheduling system called PocketSuite. From now on, you will be notified of upcoming cleaning appointments via text message, and can simply enter credit card information securely from your phone or computer through our new software to make service payments. 

No account setup or work on your part needed AT all! In fact, we made the switch to PocketSuite to make payments that much more convenient for our clients. More information about the security and popularity of our new software can be found below...

PocketSuite is a PCI compliant entity, and has partnered with Stripe Payments (www.stripe.com) as its global payments processor. All client credit card data is handled via Stripe's encrypted tokenization security system. More information on payment security can be found via Stripe's Security Terms, as well as PocketSuite's strict Privacy Policy and Terms of Services on its website.

PocketSuite helps more than 15,000 business owners deliver convenient and secure scheduling, invoicing and payment services to their clients. PocketSuite has been featured on TechCrunch, Forbes, MarketWatch, and other press publications over the years, as it continues to innovate mobile business management. You can read more about the company at www.pocketsuite.io.

Thanks again for being such valuable customers!


Sync ACTIVE APPOINTMENTS

1)  Download the bookings import template file below.

2)  Enter the details and frequency of your current cleaning appointments for each client.

3)  Send an email to support@pocketsuite.io with your filled-out bookings CSV file attached.

your APPOINTMENTS will BE SYNCED to YOUR CALENDAR in minutes...


Log your OPEN INVOICES

1)  Download the invoices import template file below.

2)  Enter all outstanding money owed by each client.

3)  Send an email to support@pocketsuite.io with your filled-out invoices CSV file attached.

CLIENTS WILL BE SENT IMMEDIATE INVOICES FOR PAYMENT...


All your company data (clients, bookings, payments owed) have been imported!

You're now set to start scheduling and invoicing clients directly from PocketSuite going forward.