DoneOnce › Help

Help

The official DoneOnce help: clients, CSV import, zones and routes, estimates, payments, jobs, crew and timesheet, the customer link, languages and devices, pricing.

• Your AI assistant in DoneOnce

  DoneOnce has an MCP server — the standard way an AI assistant (Claude, ChatGPT and others) plugs into an app. Once connected, you can ask your assistant things like *"add the Garcias at 12 Oak St, biweekly on Tuesdays"*.

• Clients

  The Clients screen is the book. A client is a person or a business; a client can have several properties — the house, the rental, the second address — each with its own service rhythm.

• Team and timesheet

  Team is where you invite crew members by email. Each one signs in and sees their own day only; the owner and the office see everyone's. A member's profile carries their qualifications and availability, and — for whoever holds the compensation grant — their pay rate.

• CSV import

  Export the spreadsheet you already keep (Excel, Google Sheets, another app) as a CSV and drop it in at Clients → Import CSV.

• The customer's link

  Customers never need an account. Everything they do happens on a link the business sends — by email from the app, or copied and texted.

• Estimates

  The link opens on their phone with no account and no app: the line items, the total, the deposit if any, and *Approve*. They can also decline, with a reason you will see (price, bad timing, chose another provider, no longer needed, other).

• Getting started

  A new DoneOnce workspace opens with a First steps card on the Schedule screen and at the top of Settings. It lists what the workspace still needs before it can run a week, and each row disappears by itself once the thing exists. There is nothing to "complete" — do them in any order.

• Jobs

  A job is one-time work — a pump replacement, a re-sod, a deep clean — as opposed to a recurring service. Jobs live on the Jobs screen and on the client's file.

• Languages and devices

  The whole product — not a half-translated menu — in both languages, chosen per person in their profile. The owner can work in English and the crew in Spanish, or the other way around. Emails to customers follow the business's language.

• Payments

  The Payments screen shows what is owed, in lanes: Past due, Open, Current, History — and Reports for the period. Amounts are per unpaid invoice, so a subscription shows what the current period owes, never a lifetime total.

• Pricing

  $69/month for teams of up to 3 · +$15 per person after, per business, in U.S. dollars. From the 11th person, +$10 each. A team is everyone active in the app — owner, office and techs; adding or removing a person changes the next bill, never the current one. Everything included at every team size:

• Zones and routes

  Schedule → *New zone*. A zone is a set of ZIP codes (type each one and press Enter), a weekday and the crew member who covers it. Zones are drawn on real U.S. Census ZIP boundaries, so the shape on the map is the shape the truck drives. A ZIP can belong to one zone only.