Setup
The office web page
preflightcleaningpro.com/office works on any computer, Mac or PC. It signs in with the same email and password as the app and shows the same data. Anything changed there shows up in the app right away, and the other way around.
Who sees what
| Owner / Admin | Estimator / Office | Tech | |
|---|---|---|---|
| Customers, contacts, photos, rooms & plans | ✓ | ✓ | — |
| Phone quotes | ✓ | ✓ | — |
| Settings (rates, company profile…) | ✓ | — | — |
| Your account | ✓ | ✓ | — |
Customers
- Search by name, address, phone or email. + New Customer warns you if they're already in.
- Edit Customer: name, type, address, parking, entry notes, billing name and address, contract rates, lead source, archived. Door and lock-box codes are edited in the app, where they stay hidden.
- Contacts: add or edit, and mark the decision maker, billing and on-site contacts.
- Rooms & Floor Plans: every measured room with its size, repeats and notes, and the floor plans drawn from the scans. Hide square footage with Sq ft on plan. A plan appears on the web after someone opens Floor Plans & Maps for that customer in the app (the app shares a copy each time).
- Photos & Video: view them all, and + Add Photos or Video from the computer (choose the category first). Big photos are shrunk automatically.
Settings (owners and admins)
Settings at the top:
- Rates: every rate set, with each service's square-foot tiers, tier style, stairs, residential per-room and area rates, add-ons, extra charges, upholstery pieces and options, and the visit minimum. A live Price check shows what jobs of each size cost as you type, and warns if a bigger job would cost less. Copy as Contract Rates starts a contract rate set; contract rate sets can be deleted.
- Company Profile & Proposals: business name, contact lines, logo, color, proposal wording, payment terms, card fees, phone-quote range, proposal expiry, answer emails.
- Services Offered, Travel, Lead Sources.
Team invites, QuickBooks, the Maintenance Guide and laser measures stay in the app.
Help at the top opens these articles.
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 offeredRate 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