Setup
Condition charges — wool, woven, soil, pets
On a rate set, Condition Charges adds to a line's price because of what the floor is or how dirty it is.
- % of the line, e.g. wool +25%, heavy soil +25%.
- $ per sq ft, e.g. pet odor treatment +$0.15/sq ft.
Tap Start with the Standard List for wool, wool blend, woven, moderate soil, heavy soil, heavy traffic and pet treatment. Then set your own rates.
Switching them on
- By hand: in the estimate line editor (app) or the line card (office page), tick the conditions.
- On their own: a condition with "On by itself when…" turns on for lines added from a scanned room whose description matches. For example, the room's fiber is wool, or its soil is heavy.
The price shows on the line. The customer sees one price per area.
Telling the crew
Each condition can carry equipment and a crew note. Wool and woven add wool-safe chemicals and air movers, plus notes like "low moisture, dry fast". These go on the job sheet's BRING list automatically.
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 coursesWalls, countertops and bathroom fixturesPlan & BillingBooking 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