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38 guides, most of them with a short walkthrough recorded in the real app. Looking for quick answers instead? Try the FAQ.
48 walkthroughs · 13:56 total
Getting started
0:45Create your Rhumbit account
Sign up, pick your trade, and set the home base every route is measured from — the one setting the app will not let you skip.
2 walkthroughs
0:12Sign in with a magic link
Get a one-tap sign-in link by email instead of typing a password — and what the app tells you (and does not tell you) about whether an account exists.
1 walkthrough
0:19Set your working hours and timezone
Working hours bound every route the optimizer builds, and your timezone decides what 9:00 means to a customer. Set both before you schedule anything.
1 walkthrough
0:18Find your way around Settings
A tour of every Settings section and what lives where, so you stop hunting for the one switch you need.
1 walkthrough
0:24Choose and upgrade your plan
What each plan includes, how technician seats are counted, and what happens when you hit a limit mid-week.
1 walkthroughYour team
0:22Invite a technician
Send an invite, set the skills that decide which jobs they can be assigned, and revoke an invite that went to the wrong address.
1 walkthrough
0:25How technicians join your company
What your technician sees after tapping the invite, and why an invite link stops working the moment it has been used once.
1 walkthroughWhat technicians can and cannot see
A side-by-side of the manager and technician views: navigation, quick actions, settings, other people's jobs, and the cost figures technicians never see.
Read the guide
0:45Run your own day as a working manager
You are a technician too. How your own stops and your team's lanes share one board, and how the app behaves when you are the only person on it.
3 walkthroughsCustomers & bookings
0:24Add a customer
Create a customer record, why the address gets geocoded as you type, and how phone numbers are matched so you never end up with two of the same person.
1 walkthrough
0:18Send a booking form
Text a customer a link that lets them pick their own slot — and why that link deliberately stops working after it is used.
1 walkthrough
0:30What your customer sees when they book
The whole customer side of a booking request, on a phone, from opening the link to the confirmation screen.
1 walkthrough
0:33Approve or reject a booking request
Turn a request into a scheduled job in one pass — service type, duration and technician — or decline it without leaving the customer hanging.
2 walkthroughsPlanning the day
0:24Assign jobs to technicians
Drag a stop onto a lane or let auto-assign match jobs to skills and location — and what the technician sees the moment you do.
2 walkthroughs
0:30Optimize a route
Re-sequence a day to cut drive time. Two things optimizing never does on its own: move a time you promised a customer, and text anybody.
2 walkthroughs
0:12Move a job to another day
Reschedule a stop, what happens to the route it leaves and the route it lands on, and why an unassigned job never appears on a technician's phone.
1 walkthroughQuick add and edit a job
Add a job in a few seconds from anywhere in the app, edit one after it is scheduled, and record work that already happened.
Read the guideOut in the field
0:13Start your day
One tap puts you en route to your first stop. Why it skips straight past 'ready', why it cannot be undone, and what blocks it.
1 walkthrough
0:15Reorder your route on the road
Move a stop up or down your own day when reality disagrees with the plan, and what your manager sees when you do.
1 walkthrough
1:36Complete a job step by step
The whole four-step job stepper on a phone — arrive, inspect, work, invoice — including how to see exactly what a step is still waiting on.
7 walkthroughs
0:07Mark a job complete
Close out a stop and move to the next one, and what completing a job sets in motion behind you.
1 walkthrough
0:19Capture readings and photos
Record the measurements and photos the job asks for, and why some fields keep showing up on every visit to the same equipment.
1 walkthrough
0:21Add equipment on site
Register a unit you find at the property so its readings, history and next service all hang off it instead of off one visit.
1 walkthroughQuotes
0:41Build and send a quote
Price a job from your catalog, add options the customer can accept separately, handle tax-exempt customers, and send it out.
2 walkthroughs
0:57Quote from the field
Turn what you are looking at into a priced quote before you leave the driveway — on a laptop or entirely on your phone.
2 walkthroughs
1:03When a customer accepts a quote
What the customer signs, how an accepted quote becomes a scheduled job, and what to do with a quote that is a maybe rather than a no.
3 walkthroughsRevise and chase a quote
Change a quote the customer has already seen without losing the original, and let Rhumbit do the following up.
Read the guideInvoices & payments
0:19Send an invoice
Review a draft, choose how it goes out, and read the delivery receipt — plus what changes about an invoice the moment it is sent.
1 walkthrough
0:21Record a payment
Put cash, a check or a bank transfer onto an invoice, including part payments, so the balance on screen matches the balance in your pocket.
1 walkthrough
0:13Invoice statuses explained
Draft, sent, partially paid, paid, overdue, void — what each one allows, and why some doors close for good once money lands.
1 walkthroughSet up card payments
Connect Stripe so customers can pay from the invoice, and what the app does in the meantime if you have not.
Read the guide
AI receptionist
0:22Set up the AI receptionist
The setup wizard reads your real hours and services rather than asking you to retype them. What it seeds, and what you should check before going live.
1 walkthrough
0:10How the AI answers callers
Where the AI's answers come from, how to change one, and how you find out about a call it took.
1 walkthrough
0:13Texting and opt-outs
How consent is recorded, what STOP does, and why a customer who opted out stays opted out everywhere in the app.
1 walkthroughTroubleshooting
Why is this link not working?
Booking links, quote links and invite links all expire on purpose. What each failure screen means and how to get the customer a working link.
Read the guideClosing your account
What deleting your organization removes, what it cannot undo, and what to export first.
Read the guideCan't find what you need?
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