Setup
Departments
Office web page → Settings → Departments. Owners and admins.
How a line finds its department
Each department takes some kinds of work (carpet, tile and hard floors, upholstery, air ducts, janitorial, maid, everything else) for some customers (homes, businesses, or both). Each estimate line goes to the first department that takes its work for that customer, so put the narrow ones (Air Ducts) at the top.
Example (Zerorez style): Air Ducts takes air duct work; Residential takes everything else for homes; Commercial takes everything else for businesses; Janitorial / Maid takes janitorial and maid work.
You can pick a different department on any line of an estimate (Department, under the line). An estimate with work for two departments counts in both, with each one's share.
What you get
- Results → By department: proposals, accepted, close rate, revenue and average job for each.
- QuickBooks: pick a QuickBooks class for each department. If QuickBooks tracks classes on each line, every invoice line gets its department's class; if it's one class per invoice, the invoice gets the class of the department with most of the price. Turn class tracking on in QuickBooks first (Settings → Account and settings → Advanced → Categories → Track classes) and make the classes (Settings → All lists → Classes).
Travel, minimums and discounts are shared out in proportion. Sales tax isn't counted as revenue.
Departments don't change who sees what: your techs still see every job.
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 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 servicesLate fees on overdue invoicesRefunds — card payments and QuickBooksReports and sharingSwitching companiesMonthly goals