# NoSavvy Docs

## Guides

- [What is NoSavvy?](https://docs.nosavvy.com/getting-started/welcome.md): Discover how NoSavvy helps commercial cleaning companies manage jobs, teams, schedules, clients, and field workflows — all in one role-aware platform.
- [User Roles and Permissions](https://docs.nosavvy.com/getting-started/roles-permissions.md): Understand what Owners, Managers, and Techs can see and do in NoSavvy, and learn how role assignment works across your company.
- [Setting Up Your Company Profile](https://docs.nosavvy.com/getting-started/company-setup.md): Configure your company name, address, contact details, and client-facing forms in NoSavvy with this step-by-step setup guide.
- [Adding Your First Team Member](https://docs.nosavvy.com/getting-started/add-team-member.md): Invite team members to your NoSavvy company, assign roles, and learn what happens after you send an invitation.
- [Adding Your First Client](https://docs.nosavvy.com/getting-started/add-client.md): Create client records in NoSavvy with contact details, service locations, and facility notes to streamline job creation and scheduling.
- [Creating and Scheduling Your First Job](https://docs.nosavvy.com/getting-started/first-job.md): Create your first job in NoSavvy — assign team members, set the schedule, configure recurring work, and learn how to use the schedule board.
- [How to Create a Job](https://docs.nosavvy.com/jobs/create-job.md): Create jobs with all the details your team needs — client, schedule, team assignments, and financials.
- [Understanding Job Statuses](https://docs.nosavvy.com/jobs/job-statuses.md): Track every job through its lifecycle from Scheduled to Archived, and learn how issue flagging works.
- [How to Edit or Update a Job](https://docs.nosavvy.com/jobs/edit-job.md): Update job details, manage recurring job series, and use quick actions to keep jobs moving.
- [Viewing Job Details](https://docs.nosavvy.com/jobs/job-details.md): Find everything about a job in one place — description, schedule, team, financials, client info, and activity history.
- [Navigating the All Jobs List](https://docs.nosavvy.com/jobs/all-jobs-list.md): Search, filter, and find any job in your company using the All Jobs list.
- [Using My Assigned Jobs](https://docs.nosavvy.com/jobs/my-assigned-jobs.md): See and manage only the jobs assigned to you — view details, update status, and add notes.
- [Using the Schedule Board](https://docs.nosavvy.com/jobs/schedule-board.md): See your team's schedule at a glance — job blocks sized by duration, organized by staff member.
- [Drag-and-Drop Scheduling](https://docs.nosavvy.com/jobs/drag-drop-scheduling.md): Reassign jobs between team members or unassign them with a simple drag on the schedule board.
- [How to Add a Client](https://docs.nosavvy.com/clients/add-client.md): Create client profiles with business details, contact info, and service location — from the Clients page or inline from a job.
- [Editing Client Information](https://docs.nosavvy.com/clients/edit-client.md): Update client details when contact info or service locations change.
- [Viewing Client History](https://docs.nosavvy.com/clients/client-history.md): See a client's full profile and every job you've done for them in one view.
- [Adding and Managing Team Members](https://docs.nosavvy.com/team/manage-team.md): Invite, edit, and manage your team — roles, profiles, and what each member can do.
- [Assigning Jobs to Staff](https://docs.nosavvy.com/team/assign-jobs.md): Assign team members to jobs during creation, editing, or directly from the schedule board.
- [Pre-Visit Confirmation Forms](https://docs.nosavvy.com/forms/pre-visit-confirmation.md): Send clients a form before arrival to confirm appointments, share access details, and gather special requests.
- [Post-Job Feedback Forms](https://docs.nosavvy.com/forms/post-job-feedback.md): Collect client feedback after job completion and let negative responses automatically flag issues for follow-up.
- [Sharing Forms with Clients](https://docs.nosavvy.com/forms/sharing-forms.md): Send form links to clients from the job detail page — pre-visit, crew checklist, and post-job feedback.
- [Understanding the Reports Dashboard](https://docs.nosavvy.com/reports/dashboard.md): See how your business is performing — jobs completed, revenue, issues, and team productivity at a glance.
- [Reading Your Performance Metrics](https://docs.nosavvy.com/reports/metrics.md): Understand what each metric means and how to use it to make better business decisions.
- [Company Settings](https://docs.nosavvy.com/settings/company-settings.md): Manage your company profile, client-facing forms, and personal account settings from one hub.
- [Managing User Accounts](https://docs.nosavvy.com/settings/user-accounts.md): Edit your own profile and understand how Owners manage team member accounts.
- [Setting Up Recurring Jobs](https://docs.nosavvy.com/settings/recurring-jobs.md): Automate daily, weekly, bi-weekly, or monthly jobs and keep recurring series in sync.
- [Configuring Email Notifications](https://docs.nosavvy.com/settings/email-notifications.md): Know what emails NoSavvy sends to your team and clients, when they are triggered, and how company branding appears in each message.

## Changelog

- [Changelog](https://docs.nosavvy.com/changelog.md): Track what's new in NoSavvy — features, improvements, and fixes with every release.

## Roadmap

- [Roadmap](https://docs.nosavvy.com/roadmap.md): See what's coming next to NoSavvy — planned features and improvements on the horizon.

## Help Center

- [Help Center](https://docs.nosavvy.com/help/contact-us.md): Get product support, explore self-serve resources, and reach the NoSavvy team.