runlyKeep the contract and the building connected
One customer may have several buildings with different scopes, visit patterns and billing terms. RUNLY separates the customer account from its sites and connects work and agreements to the relevant records. That gives the office a clearer starting point than a calendar full of building names.
Work frequency and billing frequency are different
An office may need weekly service while its contract bills monthly. Keep those two obligations explicit. Review due operational work and due recurring billing independently, so an invoice is not mistaken for evidence that a visit happened.
Make changes visible across the team
Plan service visits, assign eligible staff and review dispatch conflicts. Retain reasons for cancellation, reassignment and rescheduling. Field notes and permitted site history give the next person context without relying on a private conversation.
Review the money with supporting records
Owner reports show invoiced sales, recorded collections and receivables, with company and Holding views where access permits. Use job cost records to investigate margin. These are operational records; an accounting export is a manual snapshot, not a promise of automatic accounting synchronization.
A multi-site evaluation scenario
Use a sample customer with two offices, different visit cadences and a monthly bill. Schedule the next visits, move one appointment, complete the work and review billing. Then inspect the records as an office user and a field user. This is a worked evaluation scenario, not a claimed customer result.
Where to check fit carefully
Confirm inspection requirements, overnight scheduling, customer notifications, payroll rules and migration scope. RUNLY supports payroll preparation and recorded compensation workflows; it does not imply payroll filing, bank payouts or regulatory certification.
See whether RUNLY fits your business
We’ll walk through the work that matters to you and discuss the scope of onboarding.
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