Breezy Help Center

Back Office Experience

Tutorials, best practices, and tips for using the Breezy back office app

Account Management

Archiving & Unarchiving Accounts

Creating a Job and Visit

The Jobs Board Page

Creating Linked Jobs

Converting a Job Request into a Job

The Job Request Customer Experience

Scheduling & Dispatch

Overview of the Schedule Page

Creating a Job from the Schedule

Finding Maintenance Opportunities to Schedule

Resending a Visit Booking Confirmation

Creating & Processing Invoices in the Back Office

The Invoice Listing Page

Customer Experience for Viewing & Paying Invoices (Back Office)

Invoice Statuses

Maintenance Plans

Adding a New Maintenance Plan to a Customer's Account

Importing an Existing Maintenance Plan into Breezy

Scheduling a Maintenance Plan Job

Editing & Completing Maintenance Plan Visits

Renewing a Maintenance Plan

Canceling a Maintenance Plan

Maintenance Plan Savings Banner

Estimates (Back Office)

Creating & Working with Estimates in the Back Office

The Estimate Listing Page

Customer Experience for Viewing & Accepting Estimates (Back Office)

Setting Up Notification Settings for Estimates

Estimate Statuses (Back Office)

How Estimate Expiration Works

Setting up the Pricebook

Setting up Job Pipelines

Setting up Job Types

Configuring Online Booking in Breezy

Company Settings: Tags

Company Settings: Maintenance Plans

Company Settings: Technician Performance Tracking

Company Settings: Quickbooks Online (QBO) Integration

Using Appointment Checklists in Breezy

Notification Settings Guide

Understanding Appointment and Arrival Notifications

Managing Your Own Lead Sources

Managing Your Billing Profile in Breezy

General Settings in Breezy