How To Use Whirligig

Make an Account

A 2-step process: enter your email & pass (min 12 chars, reccomend letters, numbers, symbols, lower & upper, but not required)

Then choose a subscription or skip

Modify Account Info

After your acount is created, you can add your company information including logo, name, website, phone, and address

All items optional, but will show up in reports (invoices, estimates)

Change Subscription

To change your subscription, you must first cancel your current one, then subscribe to a new one

Delete Account

In the account settings, you can enter the email address assoviated with the account, then you may delete it. all files and data will be deleted permanently, so it's recommended to back up your data before doing so

Backup Data

In the account settings, click the "export data" link. your data and job files will be collected and downloaded as a zip file

Create a New Job

All jobs must have an id, you can manually enter one, or use the automatic generator

Add the contact info

• Contacts are stored separately than jobs, you can type the name and search in the saved contacts
• There is currently no way to remove contacts, that feature is in development, contact us for support

Add the job information including address, description, notes, and more

Job Address vs Contact Address

The contact address is the common address for the contact, the job address is where the job is preformed (think a landlord's place of work vs the rental property being worked on)

Job Status

The primary way of seeing what state the job is at. Estimated, scheduled, in progress, work completed, invoiced, completed is the primary flow, "-" and abandoned are secondary if a job falls through or is not relevant to the workflow

Saving

You may save the job which simply commits changes to the server, or save and generate report which will save the changes, then generate an estimate or invoice, depending on what's checked

Invoice & Estimate Reports

Invoices and estimates are generated using the generate button on the job page, they are generated as an identical pdf and a set of png's (one per pdf page) for ease of sharing via email or text.

Images can be attached by checking the box on the file list and be appended to the final pages to the report

Job List

The list of jobs on the job page contains jobs in progress and defaults to hiding completed, abanadoned, and unstatued jobs. you can select to show those jobs to search through the history using the "Show All Jobs" button

Using the search function will search for the entered text in any of the job information

Summary

Perhaps the most important page, the job summary page shows statistics/metrics of the jobs throughout the year. This aids in taxes and accounting to assess the profitability of your business