Allison

Everything you need to know about how invoicing and payments work in Allison

Invoices within Allison

Troubleshooting Location Issues for Clocking In

How to Use Payroll Calculation & Export in Allison

How to Update a Customer’s Price

Customer Notes

Customer Profiles

Editing Time Sheets

Deleting a Job

SMS Reminders

Want to clean up your user list in Allison? Here is how to do it.

How to Delete a User

My Cleaner forgot to clock in or out. What do I do?

Learn how to adjust invoice amounts, add fees, or make corrections directly from your dashboard.

Editing Invoices

What does the Allison Quote email look like?

Appointment Confirmation Email

Understanding and Using Scorecards in Allison

Learn how to attach photos and notes to invoices in Allison to give customers a clearer, more professional view of completed work.

Adding Images and Notes to Invoices

Learn how to set up Allison’s Online Lead Form and how new leads flow into your account so you can qualify, quote, and schedule jobs with ease.

Using the Online Lead Form to Collect Quote Requests

Allison now makes it simple for your customers to add or update their payment method on their own. This helps you get paid faster, reduce back-and-forth, and keep cards up-to-date…

How to Share a Secure Payment Method Link With Your Customers

The Card Holds feature lets you place a temporary authorization on a customer’s card before a job takes place. This ensures the customer has available funds, reducing the risk of…

Card Holds

You can easily view and manage your Allison subscription at any time through your account settings.

Managing Your Subscription

In this article, I’ll walk you through how to export Invoices and Transactions from Allison, what each report includes.

Exporting Invoices and Transactions (Reports)

Allison provides flexible tools for managing employee availability and time off while protecting your schedule from conflicts. Availability, time off, and permissions work together through Allison’s availability engine

Managing Employee Availability and Time Off

Sales tax is now available in Allison, allowing you to apply tax to your jobs and display it across invoices, quotes, booking confirmations, reports, and exports.

Sales Tax in Allison: Complete Guide

Understanding and Managing Job Durations

By default, cleaner pay is set in their employee profile and applies to every job they're assigned. However, you can override this pay for specific jobs or occurrences when needed.

Editing Cleaner Pay for Individual Jobs

Blake Wood

Allison Core Platform

Find answers and get help from Intercom Support and Community Experts

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