Help centre
Clear, practical guides for running your work in Easy Days Work.
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Getting started
Set up your business and prepare for the first visit.
Schedule and visits
Plan the diary, book work, complete visits and reuse templates.
Customers and invoices
Manage sites, quotes, sales and invoices from one workflow.
Customers and sites
Keep customer contacts, service addresses and visit history organised.
Create quotes and turn them into visits
Prepare a quote, share it with a prospect and schedule accepted work.
Capture extras as a sale
Log extra or walk-up work without forcing a customer record, then generate a quote, invoice or fulfilment visit.
Create and share invoices
Invoice completed work, export customer PDFs and prepare accounting CSVs.
Integrations
Connect Xero, QuickBooks and Charlie HR without losing your workflow.
Connect Xero
Enable accounting sync, connect your Xero organisation, push invoices, and keep payment status up to date.
Connect Charlie HR
Generate Charlie API keys, connect Easy Days Work, map people, choose Holiday and Sickness calendar types, and keep approved leave on the schedule.
Connect QuickBooks
Enable accounting sync, connect QuickBooks Online, push invoices, and keep payment status up to date.
Settings and billing
Configure business details, people, working patterns and billing.
Pest control
Record findings, products and inspection report details on site.