FAQ and help

Common questions

Do my customers need an account or an app?

No. They get an email with a link. They read the estimate and accept it on that page, on a phone or a computer.

Does the customer have to draw a signature?

No. Their typed name and the ticked agreement box are what is required. A drawn signature is optional.

The customer cannot find the email. What do I do?

Ask them to check their spam folder. Then send it again: on Projects, open the job’s row menu and choose Send for signature. See Follow up and expiry.

Can I change an estimate after I send it?

Yes. Open it from Projects, make your changes, press Save changes, and send it again. See Change an estimate.

An estimate expired. Is it gone?

No. It is under Graveyard — Dead estimates at the bottom of Projects. Open its row menu and choose Resurrect estimate to send the customer a new link.

A customer signed, but nothing shows in my Action Queue.

A signed job waits under Booking on Projects. Schedule it from there. See Scheduling and crew.

Why can I not find Assign crew in the menu?

It appears once the job is Ready to Schedule, Scheduled or later. Use Advance state first. See Assign crew to a job.

Why can I not change my settings?

Settings need the company admin, signed in with a password. A sign-in by emailed code or Google opens the portal only. See Open your settings.

We do tree care and cleaning. Can one account do both?

Yes. Turn on both kinds of work and you get both sets of screens and a catalog for each. Each estimate is for one kind of work.

Why does a service show as $0 on my estimate?

It has no price in your catalog yet. Set it under Service Catalog, Pricing & Labor, then build the estimate again.

Does PropertyWorks take payments from my customers?

Not yet. You record that a deposit or final payment came in, and you collect the money the way you do today.

Why do I see the name Structra?

PropertyWorks is made by Structra Technologies. The Structra name appears on the account sign-in page, in the portal header, and on some emails. Until you send from your own domain, customer email goes out as “Your Company via Structra”.

How do I add someone from my office?

Email support@structra.tech with their name and email address and we will help you add them.

What is not here yet

Said plainly, so you do not promise a customer something PropertyWorks cannot do today.

• Customers paying an invoice online. Not available. Collect payment the way you do now and record it on the job.
• Texts to customers, such as “your crew is on the way”. Not available. You can record a customer’s consent now so it is on file.
• Reminder texts to crew. Rolling out. We will tell you when they are on for your company.
• Customers building and booking their own service on your website, with live prices. Not available. A website request form that sends leads to PropertyWorks is. See Leads and requests.

If one of these is holding you back, tell us. It helps us decide what to build next.

How to get help

Email support@structra.tech. To help us answer the first time, include:

• Your company name.
• What you were trying to do.
• What happened instead, with a screenshot if you can.
• The job number, if it is about one job.

In the portal, Help at the top of the screen opens this guide.