Setup
Rate sets: standard and contract rates
A rate set is a full price list: every surface, stairs, upholstery, add-ons, extra charges, and your service minimum.
Residential and commercial
Every customer is Residential or Commercial, and each type has its own Standard rate set, created automatically. Switch between them at the top of Settings.
- Commercial rates are per square foot, in bands or tiers.
- Residential rates can be per room or per square foot for each surface, with hall, closet, landing and oversized-room rates.
Contract rates
For a customer with special pricing (a contract, a church, a property manager), tap Add Commercial Contract Rates (or Residential), name it, and enter its prices. Then open the customer, tap Edit, and pick that rate set.
An estimate uses, in order:
- The customer's contract rates, if they match the estimate's type.
- Otherwise, the Standard rates for that type.
What's in each surface
Open a surface (for example Hot Water Extraction) to see:
- Proposal description — what you do, printed in the proposal's scope of work.
- Sq ft tiers — bands or whole-job tiers for this surface. See Square-foot pricing: bands or tiers.
- The rate table, with a Price Check.
- Stairs — per step, scaled by width. See Stairs pricing.
Repeat Cleanings (each rate set): no break, rate from the yearly total, or a discount by frequency for service-plan visits. See Multiple locations and repeat cleanings.
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 pagePrice 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