Setup
Your account: name, password, email, delete
Everyone can change their own account, whatever their role.
In the app
Settings → tap your name (Account):
- Change Name: the name your team sees and that shows on phone quotes.
- Change Password: type your current password, then the new one twice (at least 8 characters).
- Change Email: type the new address and your current password. A confirmation link goes to the new address, and your sign-in changes when you tap it.
On the office web page
Click your name at the top right of preflightcleaningpro.com/office. The same changes are there, and Delete My Account too.
One account works everywhere: change your password in one place and use the new one in the app and on the web page.
Forgot your password? On the sign-in screen (app or web), type your email and tap Forgot password.
Delete your account
Settings → Account → Delete My Account (or the same button on the office web page). Type your password, and the account is deleted for good: you're signed out on every phone and browser, and the sign-in stops working.
Team members (not the owner): your access ends. Customers, scans, photos and time punches you added stay with the company, because they're the company's records.
The owner picks what happens to the company first:
- Hand it to an Admin. The Admin you choose becomes the owner and everything keeps going: customers, estimates, scans and the company's plan. Only Admins can take over, so if nobody is an Admin yet, make someone one in Team first.
- Close the company. Type the company name to confirm. The company's plan stops that day (no more charges), everyone on the team is signed out, and every customer, estimate, scan, photo and file is deleted. This can't be undone. Want a copy of your customers first? On the office web page, Customers → Export.
Signed up but never joined or created a company? Delete My Account is on the welcome screen too.
More in Setup
Start here: setup checklistCreate your company accountApp Lock and Face IDCompany profile and logoManaging 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 goalsKudos and Employee of the Month