Setup
What you do — setting up your services
Office web page → Settings → What You Do. New companies see it right after they're made. Owners and admins can change it any time.
What it sets up
- Services: work you don't check is hidden from rate sets and estimates. The rates are kept, so checking it again brings them back. (Fine-tune in Settings → Services.)
- Upholstery on or off.
- Air ducts: the suggested air duct rates go on your Standard home rate set — and on the business one too if you check We do commercial duct work too.
- Departments: if you do more than one kind of work, it suggests departments for your numbers (see Departments).
Janitorial and maid (including move-in/out) add starting Cleaning Rates to your Standard rate sets — see Janitorial and house cleaning. Construction cleanup, dusting, windows and pressure washing are saved now; their pricing is coming, so until then put them on estimates as custom lines.
All prices are starting points. Set your own in Settings → Rate Sets.
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 costsDepartmentsLate 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