Preflight Cleaning Pro · Help
Setup

Photos & video notice (marketing and training)

Turn it on in Company Profile → Photos & Video Notice (Settings → Company Profile & Proposals on the office web page). It's off until you turn it on.

What the customer sees

A Photos & Video section on the proposal (the PDF and the accept page):

On the accept page there's a box: Opt out: Please don't use photos or video from my property for marketing or training. Customers who sign a printed proposal can check the box printed under the notice.

You can write your own wording. Use [company] where your name goes. Have a lawyer look it over.

Where the answer goes

The next proposal for that customer starts with the box already checked. If they uncheck it when they accept, that's their new answer.

Recording it yourself

If a customer tells you in person or on the phone, turn on Opted out of marketing photos on their customer screen. It's saved with your name.

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 photographRequired 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 goalsKudos and Employee of the Month