Allison

How to override your global notification settings for individual customers — turn off specific emails, change reminder timing, and manage overrides.

Customer-Specific Notification Settings

How to configure customer notifications, appointment reminders, invoice delivery, scorecards, and internal business alerts in Allison.

Notifications, Reminders & Automations

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

Notes in Allison

Customer Profiles

Editing Time Sheets

Deleting a Job

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?

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

In Allison, you can securely store a customer’s payment method so you can charge them quickly after a job is completed. This guide walks through every place in the app…

Adding a Payment Method on File for a Customer

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

Service Areas let you define which zip codes your business serves — and which cleaners cover each area. Once configured, Allison will automatically flag any customer or lead outside your…

Service Areas

Your cancellation policy shows up automatically on appointment confirmation emails sent to your clients. Here's how to set it up.

Cancelation Policy

See the full history of everything that happened on a job — from scheduling to payment — all in one place.

Job Activity

Create custom pricing tiers based on square footage in Allison. This allows your pricing to adjust automatically as property size increases.

How to Set Up Tiered Pricing by Square Footage

How to reschedule a jobs start time

There are a few ways to change pricing in Allison depending on whether the job is still upcoming, or the invoice has already been created.

Updating the Price of a Job or Invoice

Allison helps you automatically turn happy customers into Google reviews—without any extra work from your team.

Collect Google Reviews from Scorecards

Set up Allison's Online Scheduling Form so customers can book a cleaning end-to-end — service, date, cleaner, and payment — without picking up the phone.

Online Scheduling Form

Automatically flag upcoming jobs where the customer does not have a saved card on file so your team can catch potential payment issues before the appointment starts.

Flag Jobs With No Card on File

How to manually clock in a cleaner, mark a job as complete with timesheet data, and edit timesheets after the fact.

Manually Clocking In, Marking Complete & Editing Timesheets

A monthly snapshot of your revenue, customers, job mix, and team performance — all in one place.

Reports in Allison

Blake Wood

Allison Core Platform

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