Fall jobs.
Good friends.
One organized crew.

01 / Start together

One company account. A place for every friend.

If you are organizing the work, create a company account and choose a plan for the number of additional workers you need. Your owner account includes worker access at no extra charge, so you can run the business and work alongside your friends without taking one of those worker seats.

1. Create your company profile. Add your business name and contact details, then complete plan selection and Stripe Checkout.
2. Invite your friends from Team. Use a worker’s email address or Shookio ID. Each friend uses their own worker account and accepts the invitation.
3. Add your first real job. Enter the customer, address, work description, appointment time, and the people responsible.
4. Walk through it together. Have your friend open My Jobs, find the assignment, and locate their Time Card before the day begins.

02 / After you log in

Know where to look before the day gets busy.

Your company dashboard helps you see today’s schedule, items needing attention, and recent activity. Use it as a morning check: what is booked, which jobs still need someone assigned, and what needs a follow-up?

The sections in your account give each part of the work a home:

A friend’s worker account focuses on their work: My Jobs, schedule, Time Card, and the details available to them. Joining your crew does not give them the owner’s billing controls.

03 / Get the details once

Give neighbors a clear way to ask for help.

Open Bookings, set up your public booking page, enable it, and copy the link. Put it in your business’s social profile or share it when someone asks about leaf cleanup. A customer can send their contact details, address, work description, and a requested appointment time while you are out working.

Review the request before promising a visit. When it works for your crew, select Approve & Create Job. A booking request is only confirmed after approval; it does not automatically fill a spot in your schedule.

For a job that needs a quote first, use Estimates. Describe what the price covers: the front and back yard, curbside piles or haul-away, and any follow-up visit. Send the estimate for approval and convert the approved work into a job. Clear scope gives you and your friend the same understanding of what “finished” means.

04 / Give the day a shape

Put the plan somewhere everyone can find it.

Use the schedule to place jobs around your actual availability. Agree on the order of stops, allow time for travel and unloading, and leave room for a wet lawn or a bigger pile than expected. If a customer changes plans, update the job and schedule so the next person opening it sees the new details.

For customers who need more than one leaf pickup, use Recurring Jobs to plan repeat service. Confirm the visits with the customer and adjust the individual jobs when weather or leaf fall changes the plan.

05 / The worker’s side

Your friends can check the job without chasing you.

Once they accept your team invitation, friends can open their assigned work in My Jobs. Keep the address, appointment, description, and useful notes on the job so they can check what is expected from their phone.

Workers can update job progress, using statuses such as On My Way, Working, Pending, and Finished. A short note is especially useful if work pauses or part of the request changes. For jobs with a lead and helpers, the lead or company handles the main job status and customer sign-off; helpers use their own helper updates.

Use Time Card to clock in, record breaks, and clock out. You can review those hours from the company side when it is time to work out pay.

06 / Finish the paperwork

Make the end of the job feel finished, too.

Before you leave, check the work against the agreed scope. Record completion and collect customer sign-off where your job uses it. That gives your crew a record to refer back to if a question comes up later.

Use Invoices to send a clear bill with the work and amount listed. Then give the customer a payment option that works for your business. You can use your own business Cash App account or Venmo business profile. If you do not use either, set up Stripe to accept card payments once your account is connected and ready.

Keep the payment and the job together.

1. Open Payments and select Collect payment. Choose the enabled method, enter the customer, description, and amount, and link the request to the job or invoice when appropriate.
2. For Cash App or Venmo, show the QR code or share the payment link. Ask the customer to check the business profile and enter the agreed amount.
3. Check your own payment app for the incoming money. Only then select Confirm received in Shookio. Opening a link or showing a QR code does not confirm a payment.

Cash App and Venmo transfers go to your own business account; Shookio records your confirmation rather than automatically verifying the transfer. Successful Stripe card payments are confirmed automatically. Each provider has its own account requirements and fees, and the free Shookio subscription trial does not waive payment-processing fees.

Cash App, Venmo, and Stripe names and logos are trademarks of their respective owners. Their use identifies payment options and does not imply sponsorship or endorsement of Shookio.

07 / Room for your crew

Choose by how many friends are joining you.

Shookio’s service plans include the core tools described here. The main difference is the number of additional workers included. Your owner access is separate, and workers do not each need a paid subscription.

You and one friend: Solo is $29/month after your trial. You and three friends: Starter is $49/month. Pick the capacity you need now; check Manage Billing when your crew size changes.

08 / A routine you will actually use

A few small habits make the whole setup easier.

• Put Shookio on your phone’s home screen. Open it in your phone’s browser and use the home-screen shortcut so checking a job takes fewer steps. Follow the setup guide.
• Keep the sidebar focused. Use Edit Layout to hide modules you are not using. Start with Jobs, Schedule, Bookings, Time Card or Timesheet, Estimates, and Invoices.
• Write notes that answer the next question. “Bag leaves at the curb; do not remove the garden pile” is more useful than “yard cleanup.” Confirm the scope with the customer first.
• Check the day together. Before the first stop, confirm assignments, tools, and hours. Before heading home, check for unfinished jobs, open time cards, and invoices still to send.
• Try the routine before inviting the whole group. Run one real job with one friend, then use what you learn to make the next job clearer.

The useful part is having the same answer when someone asks, “Where are we going next?” or “Did that customer pay?” Shookio gives those answers a place to live.