Help Center
How can we help?
Step-by-step answers for everything in MakeHay, from your first quote to getting paid online.
Getting started
Set up your account, find your way around, and use MakeHay from your phone.
- Sign up and set up your account
- Finish setting up from your Dashboard
- Find your way around MakeHay
- Find a customer, quote or invoice fast with search
- Use MakeHay on your phone
- Update your company name, logo, address and hours
- Sign in, sign out and reset your password
- Change your name or sign-in email
- Join your company's MakeHay account from an invitation
- Get help or send feedback
Customers and requests
Add and import customers, keep their properties straight, and take requests from your website.
- Add a customer
- Import customers from a spreadsheet
- Change a customer's details and contacts
- Add a job site to a customer
- Archive or delete a customer
- Take requests with a request form
- Turn a request into a customer and a quote
- Message a customer
- Request documents and signatures from a customer
- See what your customer sees in their client portal
- Share a file or photo with a customer
- See a customer's history and what they owe
- See what happens when a customer signs or declines
- Check that your request form is working
Quotes and measuring
Measure from satellite, build quotes from your price list, and get them approved.
- Create and send a quote
- Measure a property from satellite
- Set up your services and prices
- Get a quote approved and signed
- Offer good, better and best packages
- Ask for a deposit when a quote is approved
- Add a discount or sales tax
- Revise a quote when the customer asks for changes
- Choose what your customer sees on a quote
- Void, copy or delete a quote
- Track your quotes and what each status means
- Extend a quote that has expired
- Save the documents you ask customers for as templates
Jobs and scheduling
Turn approved work into jobs, schedule visits and crews, and plan around the weather.
Invoices and payments
Bill for the work, take card and bank payments online, and set up autopay.
- Create and send an invoice
- Add a change order or price a line from your cost
- Bill a big job in stages
- Text or print an invoice link instead of emailing it
- Connect Stripe to take card and bank payments
- Have your customer pay the online payment fees
- See how your customer pays an invoice online
- Record a cash or check payment
- Fix a payment you recorded by mistake
- Refund a customer's payment
- Set up autopay for a repeating service
- Remind a customer about an overdue invoice
- Change, take back or void an invoice
- Track unpaid and overdue invoices
- How quote and invoice numbers work
Automations, emails and notifications
Follow-ups that send themselves, the wording of your emails, and what you get told about.
- Turn automatic follow-up emails on or off
- Follow up on quotes automatically
- Remind customers about overdue invoices
- Ask customers for a review automatically
- Change the wording of your customer emails
- Choose which emails you get about your business
- Make sure customer replies reach you
- Check whether your customer got your email
Team and permissions
Invite your crew and office, and choose what each person can see and do.
Dashboard and reports
What needs your attention today, and how the business is doing.
Your website
The Website add-on: the questionnaire, editing and publishing, your domain and Google reviews.
- Get a website for your business
- Fill in the website questionnaire
- Edit your website
- Publish changes to your website
- Change your website's colors, fonts and logo
- Add photos to your website
- Add services and towns to your website
- Show your Google reviews on your website
- Connect your own domain or get a new one
- Help your website show up in Google
- Choose the request form on your website
- What happens to your website if the add-on ends
Add-ons, referrals and your account
What each add-on does, inviting other businesses, and managing your account.
- What MakeHay costs
- What add-ons are and what they cost
- Add an add-on
- Change your card, switch billing or cancel an add-on
- Remove MakeHay branding from what your customers see
- Refer another business and earn free months
- See how your referrals are doing
- Earn cash with the partner program
- Close your account
- Download a copy of your data
Can't find it? In MakeHay, open the help assistant at the bottom right and tap Help & feedback at its top, and a person at MakeHay will answer, or contact us.