Setup
Walls, countertops and bathroom fixtures
Rates
On a rate set, Walls, Counters & Fixtures. Each rate is:
- for walls, countertops, bathroom fixtures or other items;
- charged per sq ft, per linear ft or each;
- optionally only for some wall surfaces (e.g. ceramic tile), counter materials (e.g. granite) or fixture types (e.g. toilet, urinal).
The most specific rate is used. Start with Suggested Rates gives you a starting list: tile walls, walls, counters, toilets, urinals, sinks, showers and stall partitions. Set your own prices.
Measuring in a room
Add Measurement in a room:
- Wall: length × height (the room's ceiling height unless you type one). Subtract doors and windows (+ door adds 21 sq ft, + window adds 15 sq ft), and pick the surface.
- Counter: length × depth (24 in unless changed). Pick the material.
- Bathroom Fixture: pick the type (toilet, urinal, sink, shower…) and the count.
On the estimate
Walls, Counters & Fixtures → Add from Measured Rooms adds a line for each wall, counter and fixture in the estimate's rooms, using the matching rate. You can also add a line by hand.
Each line is quantity × rate. It shows on the proposal and on the crew's job sheet.
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, petsPlan & 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