Summary
Work items and Man hours can be automatically calculated in appointments by using Job Estimations.
Accessing The Job Estimation and Work Items Page
To use this feature, go to Settings
, and under Scheduling select Job estimation and work items.
Turning Automatic Estimate Amount Owed Feature On/Off
Important:
Note that using the Copy to all future services button under More under the Billing section will override the Automatically Estimate Amount Owed feature.
To learn more about the "Copy to all future services" feature:
To enable automatic job costing for every appointment, check the box:
“Automatically estimate job cost for scheduled appointments by default.”
Auto-Calculate ON:
ZenMaid fills in the Price (before tax) automatically using work items and/or man-hour rates.
To prevent the system from automatically calculating the amount due, leave this box unchecked.
Auto-Calculate OFF:
The amount will stay blank until you enter it manually.
Side Note:
1. You’ll still see the Automatically Estimate Amount Owed option under the Billing section when editing an appointment. If you want manual control on a single appointment, simply uncheck the box inside that appointment’s Billing section.
Utilizing Work Items
Job Estimation allows you to create work items and assign a price to each service.
These work items can also act as a checklist for cleaners (they’ll see the tasks without seeing prices).
When selected in an appointment, the amount owed updates automatically (if auto-calculate is enabled).
Charging Customers By the Hour
There is also a default Man Hour cost feature if you charge appointments by the hour. Once you’ve entered each cleaner’s pay rate and set a price in the Man Hour section, it should match what you enter in the Job Estimations Man Hour section.
For example, when entering a cleaner, in the pay rate section, you enter $12/hour and $40 per man-hour.
Ensure that your cleaner profiles have a Man Hour cost set. Then, when you create an appointment and assign cleaners:
1. The job cost is automatically calculated based on man-hours.
2. Work items can still be added on top of hourly pricing.
Side Note:
Man-hours = total cleaning time regardless of the number of cleaners.
Example: 8 hours with 2 cleaners = 4 scheduled hours, but 8 man-hours billed.
Keywords
Work items with job estimations
Man-hours with job estimations
Automatically estimate the amount owed
Enable automatic estimation amount owed
Disable the automatic estimate amount owed
Add work items
Charge customers by the hour
Set the default Man Hour rate
Auto-calculate vs manual pricing
Turn off auto-calculate for appointments
Change appointment setting to not automatically calculate the amount due