As an Owner/Manager, you will have access to the same features as the Cleaner, plus having access to the Dashboard and being able to check all your Customers and Cleaners information.

As soon as you open up the app, you will land on the calendar showing all your upcoming appointments using the little calendar button and any days at the top. You can also scroll the appointments and click the tiny arrow to open the appointment up for details.

If you want to check the details of the appointments, click on the one you want to see.

As an Owner/Manager, you can also schedule an appointment. To do so, click on the blue "plus" button

The app will try to pull up a Google Street picture from the location of the appointment

There's also the date, time, type of service, status of your appointment, and address. To get the directions to the appointment, click the address line under the customer's name.

If you scroll down, you will see the custom fields and work items that need to be completed as well as any notes and photos added to the appointment.

Notes & Work Items

All the notes regarding the appointment and/or the customer will be shown here. You can check different item notes regarding your appointment. The app also lists the specific items that have to be cleaned. E.g. Refrigerator, Oven, etc.

Assigned to

Shows the Cleaners assigned to work on this specific appointment.

Appointment Custom Fields

Appointment-specific fields that are for this appointment only. These will be shown here. For example, it could be the client's preferred payment method or if the house currently has a guest and does not want a certain room cleaned this visit.

Customer Fields

Customer-specific fields that are listed on every appointment the customer books, since they are tied to the customer's profile. Usually informs of how many rooms are to be cleaned in a house, the square footage, or if there are any pets.

At the top right, select the blue edit button.

Here you will see notifications about changes in the appointments.

Here you can see a summary of different stats about your Company. This feature is only accessible to Owners/Office Managers.

Recurring Customers

Displays the number of Customers that have active recurring appointments, and compares the amount vs. the prior month.

Instant Bookings

Displays the number of bookings done through a Booking Form, and compares the amount vs. the prior month.

Forecast Revenue This Month

Projected revenue based on the number of appointments that will take place in that month, and compares it vs. the prior month

Actual Revenue This Month

Revenue based on the actual appointments that took place and were paid in that month, and compares it vs. the prior month

Leads

Displays the number of new potential Customers added to your ZenMaid account. Lead customers refer to those who have not yet booked an appointment, be it One-Time or Recurring. It compares the number of Leads vs. the prior month.

Tasks Count

Displays the general number of Tasks that were completed over time.

Here you can check your Profile, Customers, and Cleaners' information. Customers and Cleaners can only be accessed through the App by Owner/Office Managers.

Displays all the customers saved in your ZenMaid account, Here you can see each customer's status and addresses:

You can even check the details of your Customers. To do so, click on any of the Customers to open their profile.

You can even schedule an appointment for the Customer in this section. To do so, click on Schedule appointment

Displays all Cleaners and Office Managers of the Company

Keywords:

mobile app overview, mobile app as owner, app, mobile app