How To

Step-by-step guides for the jobs a field-service business does every week, in the app or by asking your assistant.

25 pages · last updated 2026-11-08

• Chase overdue invoices with one reminder per client

  See who owes you, prepare one reminder per overdue client with a link to pay, check each one, and send only the ones you tick.

• Dispatch a job to a subcontractor, from assignment to their bill

  Assign a job, clear the agreement check, send the work order, let the subcontractor accept and complete it, and see their bill appear.

• Read your money brief: what you can pay yourself this week

  Open Pay day or ask your assistant how the business is going: this pay day's three transfers, what needs you, your accounts and the bills due.

• Review Biloh on the demo business: a reviewer runbook

  Connect an assistant to Biloh's public demo, sign in, then run five prompts that should work and three that should be refused.

• Amending a proposal after you have sent it

  A sent proposal is immutable. Supersede it with an amended copy that keeps the audit trail and redirects the client's original signing link to the new one.

• Change a recurring series without double-booking anyone

  What happens to booked visits when you change a series' day or cadence: pending contractor confirmation, the hold badge, and the period guard.

• Onboard a client in one sentence

  Describe a client in plain words on the onboarding page and review a complete draft — nothing is created until you confirm.

• Reconcile money in

  Match each deposit in the bank feed to the invoice it pays, handle the ones that are not invoice income, and teach Biloh the payer for next time.

• Register your bank accounts and import a statement

  Set up the everyday, tax set-aside and contractor buffer accounts once, then bring each week's bank export into Biloh so nothing is missed.

• Track assets and depreciation

  Put a laptop, a mower or a trailer on the asset register from the bank debit that bought it, choose the method, and read the year's schedule.

• Close a month and a quarter

  Prove the bank feed is complete, lock the month's cash figures, roll the quarter up, and reopen with a reason when a late payment arrives.

• Prepare the BAS and the accountant pack

  Read the quarter's BAS figures on the ATO labels, generate the one-ZIP pack for your accountant, and keep the compliance calendar lodged.

• Reconcile money out

  Settle contractor bills against bank debits, code supplier spend with its GST evidence, pair receipts from the shoebox, and split mixed lines.

• Work your invoice list without opening a single invoice

  Read the whole receivables position from one feed — who owes, how late, which drafts are stuck — then record a payment in place.

• Bill an extra service you did on the day

  Add an extra service you performed on the day with add_adhoc_service — it routes into the client's existing invoicing cadence automatically.

• Personalise a staged send

  Write a one-off note into an invoice, proposal or statement email, and read the byte-for-byte preview before the send is approved.

• Record a cash payment taken on site

  You printed the invoice, handed it over and were paid in cash. How to get that into the books correctly, dated when the money actually moved.

• Schedule a monthly visit on a weekday, not a date

  Set day_of_week, week_of_month and an anchor date so a recurring visit lands on the second Tuesday, the last Friday, or any nth weekday.

• Schedule recurring work before a proposal is signed

  Turn off the activation gate to schedule and dispatch recurring work on a verbal agreement, keeping the proposal ready but unsent.

• Triage a draft invoice queue after a billing cutover

  Stop a migration from looking like double-billing: sort the draft queue by evidence, then send each invoice with the note it actually needs.

• Verify an email actually reached your client

  Check per-recipient delivery evidence for any send — and tell a mail-app display problem from a genuinely empty or missing email.

• Triage an inbound client request

  Pick up a request a client sent from their portal, decide whether to quote or decline it, and turn it into a priced proposal.

• Migrating a client book from another system

  Move live clients off an old CRM client by client — verify the entity, stand up the service, backfill completed work, and bill it without losing history.

• How to send a proposal

  Build a proposal in biloh, preview the investment summary, and send it to your client for a legally-binding portal acceptance — by chat or in the app.

• Dispatching and triaging jobs

  Dispatch a job to a contractor, act on it from the Job Command Sheet, and clear what needs attention — overdue, missed, and unassigned work.