Scheduling & Operations

SchedulingVisual calendar & job scheduling

DispatchingReal-time crew dispatch

Route OptimizationEfficient route planning

GPS TrackingLive fleet tracking

Client & Job Management

Client ManagementClients, properties & contacts

Job ManagementJobs, visits & status tracking

Service RequestsRequest intake & conversion

EstimatesQuotes & online approval

Invoicing & Payments

InvoicingProfessional invoicing

PaymentsOnline card payments

Client Portal24/7 customer self-service

Communication & Team

MessagingSMS, email & unified inbox

CampaignsEmail marketing campaigns

Crew ManagementTeams, roles & crew calls

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Help Center

Setup guides, troubleshooting, and answers so you and your crew can get the most out of FreshFSM.

Getting Started

Sign up, invite your team, and get your first job on the calendar.

Import your client list from a CSV
Bring your existing clients into FreshFSM by uploading a CSV export from Jobber, HouseCall Pro, or any spreadsheet. The import walks you through matching columns and reviewing every client before anything is saved.

Lead Capture

Collect quote requests from your website and turn them into leads.

Set up your Lead Capture Form
Add a quote request form to your website or share it as a direct link, and turn every submission into a new lead in your dashboard.

Client Hub

What your clients can see and do in their portal: viewing and responding to quotes, paying invoices, and booking work.

How clients respond to a quote in the Client Hub
When you send a quote, your client can approve it, ask for changes, or decline it from their Client Hub. Here is what each option does and what you see back on your end.

Mobile App

Installing FreshFSM on your phone, granting permissions, and clocking in.

Mobile Location Permissions and Battery Settings
Set up FreshFSM on your phone so shifts, time tracking, and GPS all work reliably. Includes step-by-step instructions for iOS, stock Android, Pixel, and Samsung devices.

Payments & Invoicing

Sending invoices, taking online payments, and reconciling with your bank.

Bill multiple jobs on one invoice
Put several of a client's jobs and properties on a single itemized invoice. Each job's work is added for you and grouped by location, so the client sees a clear breakdown instead of a lump sum.

Phone & SMS

Setting up your business phone number, registering for text messaging, and call forwarding.

Register your business for US text messaging (A2P 10DLC)
US carriers require every business texting from a US number to complete A2P 10DLC registration. Here is what to prepare, how registration works in FreshFSM, and how to fix a rejection.

Troubleshooting

Common issues, error messages, and how to get unstuck quickly.

Undo a visit you started or completed by accident
Started a visit by mistake or completed it too soon? Use Cancel Start to put it back to scheduled with the timer reset, or Undo Complete to reopen it.

More coming soon

Timesheets & Payroll
Clocking in and out, tracking breaks, approving hours, and running payroll.
Dispatch & Routing
Assigning visits to your crew and optimizing daily routes.

Can't find what you're looking for?

We're building out more guides every week. In the meantime, reach out and we'll help directly.

Contact our team

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