Frequently Asked Questions

No. You pay for your first month at signup and you're a customer from day one, backed by the guarantee: any billed month that doesn't earn its keep gets refunded in full on request (email support@manuall.app from an admin account). Every month, not just the first. Want to look before paying? Ask for demo access to a stocked evaluation workspace.

Email support@manuall.app from an admin account and name the month. The full month goes back to your card, no justification needed. The guarantee covers your Manuall subscription fee; card-processing fees on payments you collect from your own customers aren't part of it.

Cancel anytime in Settings -> Billing; you keep access through the period you've paid for. If a subscription lapses (you cancel and the period ends, or a charge fails), the workspace is held at the billing page until you resubscribe; your data isn't deleted. Export before you cancel, while you still have full access.

Yes, in Settings -> General -> Company code, but treat it as a rare change. The Company Code is your team's login code and the address of your public /book and /s links. Changing it signs everyone out (they sign back in with the new code) and breaks any link you've shared or pointed a domain at, until you repoint them. Pick well so you rarely need to.

Features outside the new tier go inert (they stay in the nav as "Upgrade to access" tiles). Your data stays. Re-upgrade anytime and everything reappears.

Included seats by tier: Starter 3, Professional 10, Business 25. If you creep a little over your included count we won't cut you off mid-hire; Settings -> Billing is where you move up a tier. Deactivated users don't count.

Yes. Have your second admin invite your email, and a business-switcher pill appears in your topbar. Each business is fully isolated (separate data, separate billing).

Admin manages billing, users, roles, integrations, and shop-wide settings. Manager runs day-to-day operations but can't touch those admin-only surfaces. See For Admins.

Not by default. My Jobs is scoped to their own assignments. A custom role can widen it; see Custom roles.

Login -> Forgot password sends a reset email (good for one hour). If you've also lost the email account, contact Manuall support; we verify identity through your billing email.

You almost always want to deactivate instead, which preserves their history on jobs, time entries, and the audit trail. A genuine hard delete lives in Settings -> Trash -> Permanently delete, for real mistakes like a typo'd invite email.

Each customer record has a unique, unguessable token. Every email Manuall sends them carries a portal link with that token, and clicking it is the authentication. If their email is compromised, rotate the token (Customer detail -> Portal -> Rotate).

Yes. Customer detail -> Sites -> + Site. Each site has its own auto-geocoded address and an optional nickname. Pick the site when you create a job.

Common after an import or after a customer came in through Public Booking. Use Merge: Customer detail -> Actions -> Merge into -> pick the one to keep. Jobs, invoices, equipment, and notes all move over.

The response lists why each tech was excluded: missing skill, outside radius, no free hours, blocked. Common fixes: add the missing skill to a tech's profile, widen their radius, set their weekly schedule, or loosen the job's required skills.

Yes, multi-tech assignment is first-class. Job detail -> Assignment popover -> + Add tech. Each sees it in My Jobs, and time is tracked per tech.

Open the Calendar (day or week view) and drag them to the new day, or tick the rows on the Jobs list and reassign in bulk.

Settings -> Payments -> Set up payouts with Stripe. Stripe's hosted onboarding takes a few minutes (business info, identity, bank, review). Back in Manuall the tab reads "Connected" and the portal Pay button goes live. Already have Stripe? Use the "Use an existing Stripe account" link. See Integrations.

About 3.4% per transaction, all-in. Stripe deposits the net to your bank on your account's own schedule. The rate you see is the rate you pay.

Yes. Stripe Checkout auto-enables every method your connected account supports (Apple Pay, Google Pay, Link, ACH, Klarna where eligible). Nothing to toggle.

Refund the original charge on the Stripe side, then record a Credit Memo against the invoice for your books. For a cash or check payment, hand back the money and record the credit memo.

Yes, via auto-pay. Set it up per customer (Customer detail -> auto-pay) to charge a saved card off-session. A customer on auto-pay has their recurring invoices charged automatically; without it, the invoice generates and they self-pay from the portal.

No. Manuall is a PWA: install it from the browser, run it full-screen, works offline, auto-updates. iOS: Safari -> Share -> Add to Home Screen. Android: Chrome -> menu -> Install app. See Install the mobile app.

Yes. Check-in, time, parts, signatures, and photos queue securely on the device. The topbar shows the queue count and it drains automatically when the signal returns. Duplicates can't happen even if you keep tapping.

Yes. Every list view has an Export CSV button, and Settings -> Data -> Full Export bundles your core records as CSV in a zip. See Your Data & Portability.

Run a Full Export first, while you still have access. Then Settings -> Billing -> Cancel subscription. Billing stops and the workspace is held at the billing page until you resubscribe. To have the data permanently removed, contact support; nothing is auto-purged on a timer.

Use the Full Export: your core records as CSV in a zip, the format every spreadsheet and business tool reads. No lock-in. We'd rather you stay because you like it, not because leaving is hard.

Pick the closest, or skip the Trade selector entirely; every feature works without a pack. Or ask your account rep about commissioning a new one.

Yes. Settings -> Vertical Packs -> apply each. Re-applying never duplicates; it only adds what's missing.