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

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

Blake Wood

Allison Core Platform

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.