Learn Quickie in minutes
Plain-English, step-by-step guides for every feature — where to go, what to tap and what each screen does. Pick a topic below.
Start here
Getting started
Sign in with a magic link, the first-run checklist, and finding your way around.
Read guideInstall on your phone
Add Quickie to your home screen and run it like an app, even offline.
Read guideCommand palette (⌘K)
Search and jump anywhere, and quick-create contacts, tasks and documents.
Read guideSigning in & account security
Magic link, password, Google/Microsoft/Apple or a passkey — plus password reset and account settings.
Read guideClients & pipeline
Contacts
Add, edit, import and bulk-manage your clients and leads.
Read guideContact detail
Interactions, notes, the activity timeline and a client's whole history.
Read guidePipeline board
Move enquiries from lead to active client.
Read guideFollow-ups
Clear the due/overdue queue and never miss a re-book.
Read guideWin-back & blacklist
Record why clients lapse, work a Warm/Cold re-engagement list, and blacklist contacts.
Read guideScheduling & the field
Jobs
Book and complete cleans, set price and assignee.
Read guideCalendar
See the month and drag jobs to reschedule.
Read guideMy round (Today)
Your mobile daily round with one-tap complete and photos.
Read guideRounds (route days)
Group clients into rounds and book a whole round in one tap.
Read guideRound health & back on track
See next cleans at a glance and tighten a scattered round within ±2–3 days.
Read guideRoute planner
A time-aware day route — with a map, soft time windows, and working-day capacity — that works around your fixed appointments.
Read guideTasks
A to-do list as a grid or a kanban board.
Read guideLabels & job notes
Colour-coded sticky labels and per-visit notes, shown on the day's round.
Read guideRecurring schedules
Repeat any cadence, with a first-clean price and auto fill-ahead booking.
Read guideWeek planner
Drag jobs between days; paid/unpaid colour coding across the week.
Read guideMoney
Quotes & estimates
Build, send and convert quotes into booked jobs.
Read guideInvoices
Create, send and track invoices and overdue balances.
Read guidePayments & receipts
Record payments, take card online, send receipts.
Read guideOffers, referrals & loyalty
Bundles, discounts and referral rewards that auto-deduct off the next clean.
Read guidePublic documents
The no-login pages clients use to view, accept and pay.
Read guideCustomer portal & booking
A no-login customer hub and a public “request a clean” form.
Read guideAccount statements
Share a per-client ledger with a running balance.
Read guideReports & insights
Revenue reports, trends, forecast and the monthly email.
Read guideAdmin & team
Settings
Business name, revenue goal and notification preferences.
Read guideTeam & members
Invite teammates and manage roles.
Read guideNotifications
The header bell and muting alert types.
Read guideAutomation
Auto re-book, auto-invoicing, reminders and digests.
Read guideCustomer comms & reviews
Booking confirmations, reminders, “on my way”, and review requests.
Read guideAudit log
The owner-only record of every significant change.
Read guideReady to try it?
Sign in with your email — no password, no card — and follow the in-app “Get started” checklist.