Setup
Kudos and Employee of the Month
Kudos is a free add-on. It works with the CRM, Training or Preflight Leadership. An owner or admin turns it on in Settings → Kudos & Employee of the Month.
Giving kudos
Anyone can Give Kudos: on the office web page under Training ▾ → Kudos, or in the app on the Leadership tab (or the Training tab without Leadership).
- Pick who, what it was for (helped a teammate, above and beyond for a customer, covered a shift, trained someone, kept the van and gear right, safety), and write one sentence about what they did.
- Everyone gets 5 a month, and they don't carry over. You can take one back the same month.
- The whole team sees the kudos.
How Employee of the Month is worked out
The winner is worked out, never picked, so it's never about who the boss has seen.
- Peer kudos (50 points): counted by how many different coworkers gave them, not how many kudos.
- Help across teams counts 1.5×.
- Two people trading kudos count half.
- Kudos from anyone above you show in the feed but don't count.
- Scaled to how many people you work with, so a small night crew isn't behind.
- With Preflight Leadership:
- Customer voice (25): your NPS that month (with 3 or more surveys) and times customers named you in reviews.
- Your own scorecard (25): the share of your own role's lines that are green, so a CSR and a tech compete fairly.
- A red reservice month means you're not eligible that month.
- Without Leadership: it's peer kudos only.
- Harder the higher you go: team leads' points are cut 25%, managers' 40%, the operations manager's 50%. Helping is part of a leader's job, so their kudos still show and still count, but the award won't always go to management.
- The owner doesn't compete.
- Other rules:
- A winner needs kudos from at least one coworker.
- No back-to-back wins.
- Ties go to whoever heard from the most people.
- Best Encourager: whoever gave kudos to the most different people.
One winner or one per department
One company-wide winner is the default, even for a big company. You can choose one per department instead:
- Production
- Office & Call Center
- Commercial & Logistics
A department with fewer than 3 people joins Everyone Else.
Announcing
Kudos → Employee of the Month: everyone sees the winners and the kudos behind them.
- Owners, admins and the Office Manager also see everyone's points, with the standings so far during the month.
- After the month ends, they tap Announce Winners.
- They can disqualify someone only for conduct, with a written reason that's logged. Nobody can pick a winner.
Settings
Kudos → Kudos settings (owners and admins): kudos per month, one winner or one per department, the cut for team leads, managers and the operations manager, or turn Kudos off. The kudos and winners so far are kept.
More in Setup
Start here: setup checklistCreate your company accountApp Lock and Face IDCompany profile and logoYour account: name, password, email, deleteManaging your team on the office web pageServices offeredThe office web pageRate sets: standard and contract ratesPrice one surface the same as anotherSquare-foot pricing: bands or tiersService minimumStairs pricingUpholstery pricingAdd-ons and extra chargesPayment terms and card feesSales tax by stateTravel and mileageBranches, franchises and state licensesCurrency, metric and temperatureProposal wordingLead sourcesPromo codes and employee perk codesService reminders ("time for your next cleaning")Bluetooth laser measuresRoutes — the route owns the jobsW-9 and insurance certificate for commercial customersPrice sheets to print or exportConnect QuickBooks OnlineEmails when a customer answersWebhooks — send data to Zapier, Make or your CRMInvite your team and choose rolesPrice changes on site — as needed, within a limit, or lockedPermission to scan and photographPhotos & video notice (marketing and training)Required before sending ("stupid proofing")Screenshots, the security log, and people who leaveTraining coursesCondition charges — wool, woven, soil, petsWalls, countertops and bathroom fixturesPlan & BillingBooking accepted proposals in ZRWare (Zerorez)Export customers to a spreadsheetAutomatic follow-ups on proposalsOnline booking, deposits and cancellationsArrival windows and how long jobs takeTeam chat — one on one, groups, photos and videosBring your customers in from QuickBooksZones (your service area by zip code)Bring customers in from a spreadsheetCapacities, time off and blocked timeFranchise systems — stores, zips and system totalsPayments — use your own processorSplitting revenue — secondary techs, multi-route jobs, and revenue after costsWhat you do — setting up your servicesDepartmentsLate fees on overdue invoicesRefunds — card payments and QuickBooksReports and sharingSwitching companiesMonthly goalsPreflight Leadership — one-on-ones, scorecards and personal goals