Setup
What you do — setting up your services
Office web page → Settings → What You Do. New companies see it right after they're made. Owners and admins can change it any time.
What it sets up
- Services: work you don't check is hidden from rate sets and estimates. The rates are kept, so checking it again brings them back. (Fine-tune in Settings → Services.)
- Upholstery on or off.
- Air ducts: the suggested air duct rates go on your Standard home rate set — and on the business one too if you check We do commercial duct work too.
- Departments: if you do more than one kind of work, it suggests departments for your numbers (see Departments).
Janitorial, maid, move-in/out, construction cleanup, dusting, windows and pressure washing are saved now. Time-based (man-hour) pricing for them is coming; until then, put them on estimates as custom lines.
All prices are starting points. Set your own in Settings → Rate Sets.
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 processorDepartmentsLate fees on overdue invoicesRefunds — card payments and QuickBooksReports and sharingSwitching companiesMonthly goals