Help & FAQ

After you sign up, your dashboard shows a getting-started checklist tailored to your trade — set your pricebook, add your team, connect payments, add your first client, and send your first quote. You can hide or bring it back anytime from Settings → Company.

Yes — Anvil is built for cleaning, landscaping, construction, pressure-washing, carpet, pest control, and property management. Your services, pricing, quoting, and intake questions are tailored to the trade you pick.

You can change your trade in Settings → Company. Each business you own is kept separate; use the business switcher at the top of the sidebar to move between them.

Turn on the public booking page in Settings → Controls. You get a shareable link (and a branded booking site at /s/your-slug) where customers pick a service, enter their address, and request a time — it lands in your dashboard as a lead or pending job.

Build a quote from your pricebook in minutes. Amounts are computed on the server from your configured rates, so a quote is always priced consistently. Send a branded link the client can accept, e-sign, and (optionally) pay a deposit on.

By design. Cost, markup, and margin are operator-only and never appear on anything a customer sees — quotes and proposals only ever show client-facing prices.

Select them on the Clients page and choose Archive — they leave your active list but can be restored anytime. Permanent delete only works for clients with no job or billing history (archive those instead). To refuse future work from someone, use the do-not-service blacklist on their profile rather than deleting them.

Move the job from Dispatch or the Calendar. To shift an entire day (a weather day), use Bulk day reschedule from Dispatch — it warns about crew conflicts and can notify the affected clients. You can also let clients move their own visit into one of your open slots with Self-serve reschedule (Settings → Controls).

Connect Stripe (and optionally Square) under Integrations. Turn finished work into an invoice in one click; clients pay by card or ACH from a secure link. You can also save a card on file and charge it automatically with the client’s opt-in.

Open the completed job and turn it into an invoice in one click — the client gets a secure link to pay by card (or bank/ACH if you’ve enabled it). If the client has opted into a saved card, you can charge it in one click, or have autopay charge it for you when the invoice goes out (Card on file + autopay, Settings → Controls).

From Invoices (under Money), create an invoice — or generate one straight from a completed job. Sending emails the client a secure pay link. If you want gentle automatic nudges on unpaid invoices, turn on Overdue invoice reminders (Settings → Controls).

Every invoice carries a secure pay link for card, plus bank transfer (ACH) if you’ve enabled it. A client with a saved card can be charged in one click. For cash or check, use “Mark paid (cash)” on the invoice — and if you’ve set up a cash/check discount, it’s applied and disclosed automatically.

Yes. Your Anvil subscription (Settings → Plan) is completely separate from the payments you collect from your own customers through Stripe/Square.

Add team members under Team → Crew and assign roles. Crews can clock in/out, capture before/after photos, and run checklists from the field — including offline, syncing when signal returns if you enable the installable app.

Use Deactivate on the member under Team → Crew (it’s on their profile too). They immediately lose sign-in access, but their hours and job history stay for your records — and you can reactivate them anytime. Members with work history can’t be deleted outright; deactivating is the right way to offboard.

Yes — turn on PII masking in Settings → Controls to hide contact details from limited roles, and control whether crews can see gate/alarm codes per visit.

Clients sign in with a 6-digit code emailed to them — no password needed. You can also let them set an optional password for faster sign-in (Client portal passwords, Settings → Controls); the emailed code always keeps working as a backup.

Always. Tenant isolation is enforced at the database level, not by app logic — every business’s data is walled off so it can never be read or written by another. See our Security page for details.

Owners can reset client/operational data from Settings → Danger Zone. It shows exactly what will be cleared and what is kept (your team, settings, pricebook, integrations), and requires you to type your company name to confirm. It only ever affects your own business.

Manage your subscription from Settings → Plan — upgrade, switch, or open the billing portal to update your card or cancel.