Preflight Cleaning Pro · Help
Setup

Plan & Billing

Office web page → Settings → Plan & Billing. Only the company's owner can buy or cancel a plan.

Plans

Techs are always free on every plan.

Field Seats (add-on): a Field Tech is a tech who also builds, saves and sends residential estimates in the phone app. Each Field Seat is added to your plan (prorated) under Plan & Billing → Field Seats. The trial includes 2.

Add-ons

Online Booking, Crew & Supervisor, Fleet & Equipment, Rug Plant and Time Clock. Each is priced on Plan & Billing.

Paying

Choose a plan, monthly or yearly, and you go to Stripe's secure checkout page. Preflight never sees your card. When you come back, your plan is active. Stripe emails your receipts, and the charge shows as PREFLIGHT on your statement.

Manage Billing

Manage Billing opens Stripe's billing page, where the owner can update the card, see and download invoices and receipts, switch between Solo and Flight Crew or monthly and yearly (prorated), or cancel.

If a payment fails

Stripe tries the card again over the next few days and emails you. Update the card in Manage Billing. Everything keeps working for a week after the last paid period while you sort it out.

Canceling

Cancel plan keeps it working to the end of the period you've paid for. Your data stays yours.

When a trial or plan ends

Nothing is deleted. Proposals just can't be sent, from the app or the web, until the owner picks a plan. The app shows a banner a week before a trial ends.

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 licensesProposal wordingLead sourcesPromo codes and employee perk codesBluetooth laser measuresW-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 fixturesBooking accepted proposals in ZRWare (Zerorez)Export customers to a spreadsheetAutomatic follow-ups on proposalsOnline booking, deposits and cancellationsTeam chat — one on one, groups, photos and videosBring your customers in from QuickBooksBring customers in from a spreadsheetPayments — use your own processorWhat you do — setting up your servicesDepartmentsLate fees on overdue invoicesRefunds — card payments and QuickBooksReports and sharingSwitching companiesMonthly goals