Setup
Screenshots, the security log, and people who leave
Screenshots and screen recording
With Hide the app from screenshots & recordings on (it's on unless you turn it off), screenshots and screen recordings of the app come out blank, and anything on screen is covered while the phone is recording or mirroring.
Every screenshot or recording is still written to the Security Log: who, when, which screen, and what kind of device. The owner gets an email, at most once an hour per person. The picture itself is never saved.
Find the setting and the log in Settings → Company Profile → Security (app) or Settings → Company (office web page). Changing the setting takes effect the next time the app opens.
When someone leaves
Remove them in Settings → Team. Right away:
- the security rules stop them reading anything;
- they're signed out of the app and the office page on every device;
- their calendar link stops working;
- the app erases its offline copy of your data on their phone (it finishes the next time the app opens);
- the removal is written to the Security Log.
Do this the same day someone leaves. Also change any door, alarm or lock-box codes they knew.
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")Training 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