Frequently asked questions
Getting started
Section titled “Getting started”What’s the difference between an estimate, a work order and an invoice? An estimate is a quote the customer approves. A work order is the job itself: you track time and add parts as you go. When the work is done you convert the work order into an invoice, the bill. See Work orders explained and Invoices explained.
How long is the free trial, and do I need a card? 90 days, no card needed. Add-ons are free during the trial too, except extra storage and AI boosts. AysOps AI has its own shorter free trial: 30 days from first use or 2,000 credits, whichever comes first. See Billing and your subscription.
Can I change my currency? Each estimate, work order and invoice is in one currency (CAD or USD), chosen when you create it, and your default currency is in Settings → Profile. The currency AysOps bills you in is locked after your first purchase, so choose it carefully. See Currencies.
Why was I signed out? After 10 minutes without activity, for security. See Automatic sign-out.
Customers and billing
Section titled “Customers and billing”Can I delete a customer? No, because their invoices and payments are part of your records. You can archive them instead, which hides them from your lists. See Archive a customer and I can’t delete a customer.
How do customers pay me? By any method you record yourself (cash, cheque, e-transfer…), or online by card with AysOps Payments. See Record a payment and Let customers pay invoices online.
Can I bill a customer every month automatically? Yes, with a recurring charge, and optionally autopay. See Recurring charges explained.
Can I charge my customer for an expense I paid? Expenses are your business costs; to charge a customer, add the item as a line on their work order. See Add an expense.
Team and access
Section titled “Team and access”How do I add an employee? The account owner turns on the AysOps Teams add-on, then you invite them. See Invite a team member.
Someone can’t see a page or button. Why? Their licence or account type doesn’t include it, or the add-on isn’t on. See A button or page is missing.
Add-ons
Section titled “Add-ons”Which add-ons cost money? Each card on the Add-ons page shows its price, per company, not per person. With AysOps Teams, each team member also takes a seat with its own monthly price. See Add-ons explained.
Can customers book me online? Yes, with Online Booking. See Set up Online Booking.
Does AysOps record my video calls? No. With the Zoom or Meet/Teams add-ons it can save a call’s text transcript, and only when you press the button for that call. Never the audio or video.
How do I get help or report a problem? Click the round blue button at the bottom right of any page. See Get help or report a problem.