Help center

Customers & follow-ups

Equipment records and service reminders

Turn one-time jobs into repeat business.

Available on: Company plan

Logging equipment

  1. Open a customer and add equipment: type, brand, model, serial and install date.
  2. Set the next service date and how often it repeats.
  3. 30 days before it's due, MonkeyLio texts and emails you and the customer.
  4. After the visit, tap Mark serviced to roll the date forward.