Lesson 1 of 8 · 2 min

Your day on the Overview

The To do list Trazr keeps for you, what's on today, and the month at a glance.

Before
Before Trazr
Receipts lost in WhatsApp
A notebook of who's paid
Saturday-morning panic
Trazr
After
Now
One To do list
Who's paid, who owes, who's coming
A calm Saturday
Before Trazr: screenshots in WhatsApp, a notebook of who's paid, and a sinking feeling on Saturday morning.
Overview → To do
app.trazr.vereon.tech
Your dayOverviewBookingsCalendarInboxCustomersSet upServices
To do
Check Amy R.'s payment
Ben T. hasn't paid yet
Refund Chloe M. £35.00
Collect payment from 2 people today
Reply to 1 message in your Inbox
Now the Overview has a To do list. Trazr adds each job itself, most urgent first, and clears it once it's done.
A payment to check
When
Amy sends a receipt
£17.50
Then
On your To do
Check Amy R.'s payment
You
You check your bank
Result
It's arrived
Confirmed, receipt sent
Each job has its buttons right there. When a payment receipt comes in, find the money in your bank, then press It's arrived and say how much came in, or It hasn't and give a reason they'll read.
The last 30 days
Money in
£2,840.00
Paid to you, refunds taken off
Bookings
41
Made in the last 30 days
Still to come in
£315.00
Deposits and balances customers still owe
Below that: Today, Next up, and the last 30 days of money and bookings. If the list says you're all caught up, go and have a tea.

Try it

Opens Trazr. You'll be asked to sign in first; new businesses get a free week, no card needed.

Open your To do list

Quick check

One quick question. Pick an answer and Track will tell you how you did.

1. Who adds the jobs on the To do list?

You, by handTrazr, from your bookings

Try it in Trazr, free for a week

Every lesson's Try it opens the real page, with Track pointing the way.

Start your free week Sign in

Free for the first week · no card needed · £5 a monthRs 1,500 a month$6 a month after