Setup
Training courses
Settings → Training in the app, or Training at the top of the office web page.
Built-in courses
- The Commercial Walkthrough: before you go, questions to ask, reading the floor, access/keys/hoses/power, measuring, wrapping up.
- Building the Estimate: services, extra charges and minimums, discounts and plans, the proposal, following up.
- Things to Think About: dry time, property managers and accounts, expectations, protecting the company.
Each lesson has a checklist. Mark it done when you finish. Pass the quiz with 80% or better, and retake it as often as you like (the best score is kept).
Your own courses (owners and admins)
On the office web page: Training → Our Own Courses → New Course. Add lessons (a title and the text), an optional checklist and quiz questions. You can limit a course to certain roles. It shows up for the team in the app and on the web.
Team progress
Training → Team Progress shows each person's lessons and quiz scores.
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 leaveCondition 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