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Support, How To Guides, and Tutorial Videos

Ezbz.app is simple to use. But, if you need help, we’re here for you! Here are some how to tutorial guides and videos. If you still need help, you can complete the Support form below or email us at support@ezbz.app.

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You can sign up for a free 30-day ezbz.app trial here:

After you create your ezbz.app account, visit our Welcome page to get started, or you can click on the image below to open a printable PDF.

Or, you can watch a tutorial video on the basics of ezbz.app here: 

(~11 mins)

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Click on the image below to open a printable PDF

Image of How to log in to ezbz.app

Or, you can watch a short video here:

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There are two kinds of users: Admin & Regular

Admin Users can:

  • Create, Edit, Change Routes
  • Add and Edit Customers
  • Add and Edit Users
  • Add Job Tasks and Route Notes
  • Pull Reports
  • Copy and Move Jobs
  • Copy Routes
  • and more…

Regular Users are typically your crew members.
Regular Users can:

  • See Active Routes
  • Check In & Out of Jobs
  • Add Job Comments
  • Add Job Photos 
Graphic comparison of two screenshots in ezbz.app for Admin Users and Regular Users

Click on the image below to open a printable PDF

After you create the user accounts, click on the image below to access a printable user info card and share with your team:

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Click on the image below to open a printable PDF

You will need this CSV spreadsheet to upload multiple customers at once:
IMPORT CUSTOMER CSV TEMPLATE

Or, you can watch a short video here:

What is a Bulk Customer List upload? All Admin Users can easily add and edit Customers right in the ezbz.app just as you would add a contact on your phone. Silver and Gold plan Admin Users also have the option to bulk upload a list of customers in a .csv spreadsheet format.

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Your customer list must be in .CSV format. There are a few options to pull your customer list together:

    1. Manually enter all of the data yourself onto the IMPORT CUSTOMER CSV TEMPLATE
    2. Download from another source and transfer data onto the IMPORT CUSTOMER CSV TEMPLATE

firstName
lastName
displayName
mobile
address1
address2
city
state
zip
email

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Click on the image below to open a printable PDF

Or, you can watch a short video here:

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Click on the image below to open a printable PDF

 

Or, you can watch a short video here:

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Click on the image below to open a printable PDF

Or, you can watch a short video here:

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You can find a printable PDF guide here:

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Click on the image below to open a printable PDF:

Or, you can watch a short video here:

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You can find a printable PDF guide here:

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Click on the image below to open a printable PDF

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Click on the image below to open a printable PDF

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Service Items are optional, pre-populated tasks available to Gold Plan users. Crew members can check off which Service Items they completed thereby providing a simple way for you to pull a report at the end of the month for billing. 

Click on the image below to open a printable PDF

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Click on the image below to open a printable PDF

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Click on the image below to open a printable PDF

Or, you can watch a short video here (~1:13):

Contact Support

Still Have questions? We’re here to help if you need it. Just fill out the form below and we’ll get back to you soon.

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