Preflight Cleaning Pro · Help
Setup

Create your company account

Each company has its own private customers, scans, photos, rates and estimates. Only people you invite can see them.

Create your account

  1. Open the app and tap Get Started.
  2. Enter your name, email and a password (at least 6 characters).
  3. Check your email for the verification link and tap it.

Create the company

  1. On the Welcome screen, tap Create Company and enter your company's name.
  2. You're now the owner. Go to Settings to finish setup — start with the Start here: setup checklist.

Or start on the office web page

  1. Go to the office web page and click Create your account. Use your work email.
  2. Confirm your email with the link we send, then come back.
  3. Type your company's name and click Start Company.

You land in Settings as the owner. Your Standard Commercial and Standard Residential rate sets are already made, with every service, add-on and extra charge listed at $0. Put your prices in, then invite your team. The same sign-in works in the app.

Data sharing

Data sharing is off unless you turn it on. If you'd like to help improve Preflight, owners and admins can turn on Settings → Team → Data Sharing. Preflight may then use your company's room scans, floor plans and photos to improve the app, with customer names and contact information removed. Turn it off any time.

The owner role

More in Setup

Start here: setup checklistApp 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 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