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3 min read

Adding a customer and assigning them to a cycle

Ten seconds to add the customer. Another five to pick which weeks you visit. You'll never touch a spreadsheet again.

01

The three-line add

Press Add customer. Type the name. Type the address (autocompletes). Pick a cycle (weekly, fortnightly, every 4 weeks, seasonal, monthly, or your own). Press Save. That's the customer, on the round, ready to go.

02

Optional extras, in their own time

Access code, keys, pets, hazards, a photo of the front door, a preferred worker, a service note, a price. Every one of them is optional. Fill them as you go — not up-front.

03

The customer's private page

The moment you save, Keep Up creates a polite private page for the customer. Share the link by text, email or WhatsApp — or print the QR sticker and pop it on their front door.

Tip

The customer page is automatically in their language if you've picked one. If you haven't, it defaults to yours.

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