Topic inConfiguration & Settings
Business Units
17 articles
A business unit is one kind of service you run, such as Laundry, Bag Repair or Home Cleaning, with its own prices, checkout questions, order steps and receipts. These guides take you through setting one up, tab by tab, from creating it to choosing what staff do when an order goes back to the customer.
Topics in Configuration & Settings
Introduction to Business Units
One Business Unit for each type of service you run. This is how EasyBiz keeps your laundry and bag repair orders completely separate.
Read articleCreating, Editing and Archiving a Business Unit
Create a business unit for each kind of service you run, with an optional business type that sets it up for you, give it a name, code and icon, and archive it when you stop offering the service.
Read articleChoosing What You Sell and Your Prices
Tired of staff charging S$12 for a basket that should cost at least S$30? Set your prices and minimum orders once, and the POS tops up every small order for you.
Read articleTracking Every Order from Drop-Off to Collection
Tired of customers messaging "Is my laundry ready yet?" The order pipeline tracks where every order is, moves many orders forward on its own, and shows customers their progress online.
Read articleQuoting and Collecting Orders Before Work Starts
Want to collect a sofa cover from a customer's home, check it, and agree on a price before you start cleaning? Pre-Production holds each order at pickup and quote, so no work starts until the customer says yes.
Read articleTracking Work and Trips to Your Factory
Want to know which bags went to the factory today and which came back? Add 2 factory steps to your pipeline, and your staff can send out or receive a whole batch of orders from the POS in under a minute.
Read articleGetting Finished Orders Back to Customers
Tired of customers calling to ask whether their order is ready, or drivers turning up for orders that were meant to be collected? Switch on the handover methods you offer, and every order knows how it gets back to the customer from the moment it's taken.
Read articleChoosing Your Receipts, Invoices and Labels
Want your bag repair receipts to show repair terms while your laundry receipts show collection terms? Pick a separate receipt, invoice and label design for each business unit, and every order prints the right one on its own.
Read articleSetting Up Cancel and Reschedule
Tired of "can I change my pickup?" messages, but worried about customers cancelling orders you've already started? Set one simple limit for each business unit, and customers handle their own changes only while it's still safe to.
Read articleRunning a Home Cleaning Business on EasyBiz
Still booking cleaners over WhatsApp and chasing weekly customers by hand? Customers book a time window online, weekly visits book themselves, and late cancellations pay their fee.
Read articleChoosing Which Business Units Staff Can Sell
Choose which business units staff can pick on each POS and on the Console's New Order page, and in what order, with the Business units shown in POS list on each Checkout page.
Read articleRunning an Aircon Service Business on EasyBiz
Run aircon servicing on EasyBiz: the starter units, services and prices by number of units, online booking, pricing repairs after the visit, servicing contracts and completing visits.
Read articleSetting Up Packing Flows and Work Orders
Items leaving your shop without a photo, or repairs slipping between staff? Give every item a packing checklist and its own job card, so your team always knows what is left to do.
Read articleChoosing What Staff and Drivers Do at Handover
Set the steps staff and drivers complete when an order changes hands, such as a photo at the door or the customer's signature, for home pickup, store pickup, home delivery and on-site service.
Read articleChoosing What Customers Fill In When Booking Online
Still chasing customers on WhatsApp for their unit number and a pickup time? Customer checkout asks for everything during the booking, so each order arrives ready to schedule.
Read articleAsking for Details on Each Item
Tired of laundry bags priced at the wrong weight, or handbags taken in with no photo of the scratches? Line item steps make staff record the right details for every item, right at the counter.
Read articleAdding Extra Steps When Staff Take an Order
Want staff to take a photo, confirm a price or book a pickup before saving? Add checkout steps once, and every order arrives with the details you need.
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