Run the working day

Use Today or Day View to work through scheduled visits, keep useful notes, and leave each job in the right state.

Reviewed 26 July 2026For Web, iPhone & iPad, Android
Surehand for Window CleanersStep 6 of 11
In this guide

Use the focused daily view to work through what needs attention now.

Instructions for your platform

Choose where you’re using Surehand. We’ll remember your selection for the next guide.

Work from Day View

Open Day View and select the working date. Review the scheduled jobs, their order, addresses, assignments and any forms before setting off.

Select Complete on a job when the visit is finished. The Complete job panel lets you:

  • Confirm the Price for this visit.
  • Set the Completed on date.
  • Turn on Continue schedule from this date for a recurring job, so future visits are worked out from the completion date. Leave it off to keep their existing dates.
  • Add a Visit note for the office.
  • Turn on Email invoice to send the invoice to the customer's email address. This appears when the customer has an email address.
  • Turn on Take payment to record a payment with the invoice, then choose the Method, Payment date and Amount received.

Select Complete job, or Complete & take payment if you turned on Take payment.

Example data: Web Day View with the Complete job panel open for a fictional window-cleaning visit, showing Price, Completed on, Continue schedule from this date, Visit note, Email invoice and Take payment
Example data: Web Day View with the Complete job panel open for a fictional window-cleaning visit, showing Price, Completed on, Continue schedule from this date, Visit note, Email invoice and Take payment

Open the more menu (⋮) on a job for other actions:

  • Fill Form to complete a service form for the visit.
  • Skip this visit when a recurring visit will not happen but the schedule should continue.
  • Reschedule when the work will happen on another date.
Example data: Web Day View with the more menu (⋮) open on a scheduled recurring job, showing Mark Complete, Fill Form, Skip this visit and Reschedule
Example data: Web Day View with the more menu (⋮) open on a scheduled recurring job, showing Mark Complete, Fill Form, Skip this visit and Reschedule
Example data: three fictional window-cleaning visits in the current Surehand Day View
Example data: three fictional window-cleaning visits in the current Surehand Day View

Keep the route useful

Arrange jobs in the order that makes sense for the route. Use the map and address information as a guide, but account for access times and customer arrangements as well.

Changing the order does not change the recurring schedule itself.

At the property

Open the job to review:

  • Customer and service address.
  • Service and price for this visit.
  • Job notes.
  • Any form or evidence required.

Use the visit note for information specific to this occurrence, such as access problems or partially completed work.

Leave the job in the right state

Choose the outcome that reflects what happened:

  • Complete the job when the work is finished.
  • Use the payment option in the completion flow when money was received.
  • Reschedule when the work will happen on another date.
  • Skip This Visit when this occurrence will not happen but the recurring schedule should continue.

Do not mark an uncompleted visit complete simply to remove it from the list. Completion can create an invoice and affect financial records.

End-of-day check

Before finishing:

  1. Check that completed work is marked complete.
  2. Review any jobs still showing as scheduled.
  3. Check invoices created from completed jobs.
  4. Record payments taken outside Surehand.
  5. Add useful notes while the details are fresh.

Complete a job and send an invoice