Setup
Training courses
Settings → Training in the app, or Training at the top of the office web page.
Built-in courses
- The Commercial Walkthrough: before you go, questions to ask, reading the floor, access/keys/hoses/power, measuring, wrapping up.
- Building the Estimate: services, extra charges and minimums, discounts and plans, the proposal, following up.
- Things to Think About: dry time, property managers and accounts, expectations, protecting the company.
Each lesson has a checklist. Mark it done when you finish. Pass the quiz with 80% or better, and retake it as often as you like (the best score is kept).
Your own courses (owners and admins)
On the office web page: Training → Our Own Courses → New Course. Add lessons (a title and the text), an optional checklist and quiz questions. You can limit a course to certain roles. It shows up for the team in the app and on the web.
Team progress
Training → Team Progress shows each person's lessons and quiz scores.
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 leaveCondition 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