Overview
This article will help you get off on the right track by going through all the basics of ZenMaid.
The articles below are intended for users with Paid Plan features.
There are 7 steps in this guide.
Each article listed ranges from 1 - 2 minutes of reading time.
There are three objectives for this guide:
Setting up your account for success by covering the basics
Learning the workflow of ZenMaid
Adapting our recommended steps for future growth
1 - Account Settings
(Time to complete: 6.5 minutes)
Configure Your Account Settings
Adding Information
Step 1:
Customer Custom Fields are fields that you create to record data on your customer's profile. When you input or edit something on your customer's records, that information will be readily available whenever you create an appointment, such as bedrooms/bathrooms, entry, etc...
Example uses of the Customer Custom Field feature:
Pet's name
Anniversary dates
Irreplaceable Item to avoid
Preferred team/cleaner
Since ZenMaid offers the Custom Field Report, adding Customer Custom Fields will help you manage revenue by customers.
Step 2:
Appointment Custom Fields are fields that you create to write appointment-specific data. These fields will show up with each appointment you create.
You will find your Appointment Custom Fields in the Information tab of an appointment window.
Example uses of the Appointment Custom Field feature:
Walkthroughs
Payment Methods
Quickbooks Online Invoice Numbers
Step 3:
The Job Estimations feature is a powerful tool that can be used to calculate the price of an appointment and as a checklist for your team.
Editing Information
Step 4:
It is recommended to take a moment to review each template, ensuring that the communication with your customers and cleaners is what you prefer.
Customer email template examples
Customer text template examples
Cleaner email template examples
Cleaner text template examples
Searching for Information
Step 5:
This article provides a comprehensive look at your account settings, serving as a guide to help you with the aspects of your account.
Misc. Information
Step 6:
Explore the key differences between the Customer Custom Fields and Appointment Custom Fields in this article.
2 - Customers
(Time to complete: 3.5 minutes)
Include Your Customers
Adding Information
Step 1:
There are two methods for manually adding new customers to the system, and the article above will guide you through each step of the process.
Customer Status
Step 2:
From leads to recurring customers, this article will help you understand Customer Type/Status and how to change them.
Searching for Information
Step 3:
This article is a demonstration of how you could use your customer's name, phone number, and email address to search for them in ZenMaid.
(Already have customers from a previous software? Use the link here: https://www.zenmaid.com/concierge-onboarding-form/)
3 - Appointments
(Time to complete: 8 minutes)
Managing Your Appointments
Adding Information
Step 1:
This article provides a detailed explanation of how to create an appointment, covering the different pages where appointments can be made.
Step 2:
Here's how you can convert a one-time appointment into a recurring service.
Step 3:
Here are the steps to create a daily service.
Appointment Status
Step 4:
Here's how you can create and customize your Appointment Statuses in ZenMaid.
Searching for Information
Step 5:
This step-by-step walkthrough shows how you can access your appointments in various ways.
Step 6:
Here are the steps to take to find all jobs that were cleaned by a specific cleaner, during a specific time frame.
(Already have appointments from a previous software? Use the link here: https://www.zenmaid.com/concierge-onboarding-form/)
4 - Cleaners
(Time to complete: 9 minutes)
Adding Your Cleaning Team
Adding Information
Step 1:
Cleaners are essential, and here are the steps on how to add them to your account.
Step 2:
Personalize your cleaners' profiles by adding a cleaner photo.
After your cleaners' photos are uploaded into ZenMaid, you can then incorporate your cleaners' photos into an email template using merge fields.
Step 3:
In this article, we'll guide you through the practical steps of managing teams, including custom naming options.
Learn how to create a team, assign them tasks, and seamlessly add a new cleaner to your existing team.
Step 4:
Effortlessly swap out a cleaner from all their assigned appointments with just a few clicks. This feature deactivates the current cleaner, replacing the cleaner with one from the inactive list.
Cleaner Status
Step 5:
Learn the process of deactivating and reactivating a cleaner within your ZenMaid account.
Recommended: Opt for deactivation instead of deletion when handling cleaners in your ZenMaid account. This ensures that the cleaner's details remain stored in your account.
Cleaner Role
Step 6:
Any independent contractor (IC) can receive email invitations from office staff.
Step 7:
Grant the Office Manager role to a cleaner or contracted assistant.
Searching for Information
Step 8:
There are several ways how you can check the clock-in and clock-out times of your cleaners.
Calendar View
List View
All Cleaners page
Payroll
This article also tackles troubleshooting*
Misc. Information
Step 9:
Secure your customers' contact details and pricing within Work Orders and the mobile app, ensuring confidentiality for your customers. Implement restrictions on their access to scheduling information.
(Already have cleaners from a previous software? Use the link here: https://www.zenmaid.com/concierge-onboarding-form/)
5 - ZenMaid Calendars
(Time to complete: 6 minutes)
Scheduling On Your Calendars
Adding Information
Step 1:
This process outlines how to duplicate an appointment, allowing you to assign different team members, set varied arrival times, establish a second status, or replicate the job on a different day.
Step 2:
This article guides you on setting up your holiday hours, managing cleaner availability (including time off, vacations, and lunch breaks), and handling company-wide time off.
Calendar Filters
Step 3:
Here's a guide on applying filters for your calendar appointments.
Step 4:
Here's a quick guide on adjusting the color on your calendar.
Step 5:
Generate a placeholder appointment to block off specific times. You can label the appointment as indicated above.
Step 6 (optional):
This article tackles troubleshooting*
6 - Notes
(Time to complete: 6.5 minutes)
Most Notably, Adding Notes in ZenMaid
Adding Information
Step 1:
You can make Customer Notes show up on your cleaners' Work Orders with the addition of Wildcards.
Step 2 (Optional):
Editing Information
Step 3:
Steps on modifying notes for recurring services.
Searching for Information
Step 4:
Here's a simple walkthrough to help you navigate and locate the appointment notes left by your cleaner.
Misc. Information
Step 5:
Various types of notes can be created in ZenMaid.
This article includes Instructions on how to add, edit, or delete them.
7 - ZenMaid Mobile App
(Time to Complete: 6 minutes)
ZenMaid Mobile App
Information Overview
Step 1:
As an Owner/Manager, you'll enjoy access to the same features as the Cleaner role, with additional privileges, such as:
Access to the Dashboard:
This enables you to review comprehensive information about all your customers and cleaners.
Ability to schedule appointments:
Whether out of the office or out in the field, the ZenMaid mobile app has you and your office staff covered. It enables quick adjustments to appointments and even appointment creation. For detailed instructions, refer to step 3 of the ZenMaid Mobile App for details.
Step 2:
Cleaners should utilize the "Login" section instead of the "Register an Account" section to access the mobile app. Simply log in using the provided email and password.
Editing Information
Step 3:
Ways to edit appointments using the ZenMaid mobile app.
Step 4:
Configure your preferred Map/Navigation/GPS app as the default in your ZenMaid Mobile App.
Misc. Information
Step 5 (Optional):
Refreshing your ZenMaid Mobile App is as easy as 1-2-3. This process allows you to load updates made from the desktop application.
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