Features

Christmas Light Installer Software Features

Everything in Merry Manage is aimed at the holiday-lighting season: install and takedown scheduling, crew dispatch, route optimization, a crew app, a client portal and billing.

Install & takedown scheduling

Create a job for every home with its install date, assigned crew, client, location, line items and notes. Add the takedown as its own visit so January doesn't sneak up on you.

• One-time and repeating jobs
• Install and takedown visits
• Line items and notes per job
• Unlimited jobs on every plan

Crew dispatch and scheduling

See every crew's day and the installs coming up in one calendar. When the forecast changes, move homes between days and crews without rebuilding the week by hand.

• Team schedule calendar
• Upcoming installs by date range
• Reassign homes between crews
• Automated notifications

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Route optimization

Pick a crew and a day to see their route, then optimize the order of homes to cut drive time. Missing or duplicate addresses get flagged before anyone leaves the shop. (Growth plan.)

• Route manager by crew and day
• Optimized stop order
• Missing and duplicate address warnings
• Directions for each home

Crew app

Crews see the day's homes on their phone. They can open a stop for the address, notes, team and line items, get directions, check in and out, and complete it from the driveway.

• Phone-friendly daily schedule
• Check-in / check-out time tracking
• Job completion
• Works on any phone, nothing to install

Client portal and visit history

Every home keeps its full visit history. Give homeowners a login to see their install date, past service and invoices, so they stop calling to ask.

• Install and service history
• Invoice access
• Online payments
• 24/7 self-service

Invoicing and online payments

Build itemized invoices for roofline, trees, wreaths and garland, set due dates, and take card payments through Stripe or Square. (Online payments are on the Growth plan.)

• Itemized invoices with due dates
• Stripe and Square payments
• Paid / finalized tracking
• Payment reminders

Find any job fast

Search every job by crew, client or date range, so a billing question or a missed-home complaint takes seconds to check.

• Search by crew or client
• Search by date range
• Search events inside jobs
• Filter by status

What's included on each plan