I am mastering ZenMaid’s advanced features
Discover tools that help owners and admin users streamline and scale their operations with ZenMaid.
Features
Articles relating to dedicated features
Availability Feature
Digital Cleaning Checklist
Service Rating Feature
Service Types: Categorize Your AppointmentsLearn how to create and manage Service Types in ZenMaid to categorize appointments, see them on the sidebar, and include them in exports.
How to Use the Must-Read Notes and Property Access Reminders Features For Owners/Office Managers
SOS Alerts Feature
How to Use the Must-Read Notes and Property Access Reminders Features For CleanersThis guide shows cleaners how to find property access instructions and Must-Read Notes in the ZenMaid mobile app, including using the key icon for access details and reading important notes…
How the Automatic Estimate Amount Owed Feature WorksLearn how to use ZenMaid’s Job Estimation feature to automatically calculate work items, man-hours, and total job costs for your appointments.
Celebration RemindersThis article will guide you on how to activate and use the Celebrations feature to strengthen relationships and show appreciation
How the Independent Contractor feature works for Office Staff
Contact
Articles relating to contacts
How to Export All Contacts and Filtered ContactsExport and filter customer information from your ZenMaid account
How to Manage Multiple Service or Billing Addresses and Notes
How To Store A Quoted Price In A Client ProfileKeeping accurate records of quoted prices for your clients
Pricing & Payments
This collection explains how to manage pricing, deposits, and payments for smooth transactions.
How to collect deposits for scheduled appointmentsCreating a "Deposit appointment" to collect deposits correctly.
How to Give A Cleaner Access to the Clocking In and Out Feature
How To Edit A Cleaner ProfileChange Notes, Availability, Birthdate
How to Set Up Cleaners at a Flat Rate Per Day
How Fixed and Variable Flat Rates Work in ZenMaid
Having Your Office Manager Clock In and Clock Out
How to Edit a Cleaner's Clock-in and Clock-out Times
How To Find All Appointments Assigned To A Specific Cleaner
How to Replace a Cleaner on All AppointmentsReassigning every cleanings of an cleaner
How To Revoke Office Manager Access
How to Delete a Staff Member (Cleaner or Office Manager)
How to Allow Supervisors, Team Leads, or Shift Leaders to View Cleaner Schedules
Booking Form
Pricing, Estimates, Adding Services to Booking Form, Booking Form on Website
How to Create and Customize an Estimate or Quote Form in ZenMaidLearn how to edit the Booking Form to Create an Estimate or Quote Request Form
How to Share Your Booking Form and Track Leads in ZenMaid
How to request new icons for the booking formsHere's how you can request new icons you can use for your booking form in ZenMaid.
Add Your Booking Form To Online Sites Like Facebook and GoogleAdd Your Booking Form Online If You Do Not Have A Website Or Add Your Website To Online Business Profiles
Booking Form - Service Extras
How to do an Advanced Install of Booking Form in Squarespace
How to do an Advanced Install of Booking Form on a Wix Website
How to Create Booking Form Time Slots and Edit Bookable Days
Check Bookings and Convert Inquiries into Contacts or Appointments
How to embed a booking form in a Godaddy website
How To Send Booking Confirmations Automatically From The Booking FormBooking Form Confirmation Email
How to Create Multiple Booking FormsLearn how to create multiple booking forms for each different service type you offer.
How do Booking Form Confirmations Work?
How to install the ZenMaid Booking Form on your website
How to Manage Your BookingsHere's how you can manage all the Bookings you receive through your Booking Form
How to Add New Coupons and Where to Use Them
How to Use the Booking Form to Collect an Existing Customer's Credit Card
How to Run Payroll with Different Wage Rates by Job Type
Revenue Share, Percentage Pay, Commission PayHow to pay your cleaners by percentage pay and notes to consider
Pay Rate To Show In Payroll When Using Appointment Custom FieldsWhen running payroll, you can have pay rate information listed in an appointment that only you can see and manage.
What Happens When A Client Leaves A Tip On A Past Payroll-Approved Appointment?How to add a cleaner's tip on Payroll for when a client tips on an Invoice for an appointment that has been approved on Payroll
How to Allow Cleaners to View Their Own Payroll
How Revenue Sharing is Calculated When There Are Multiple Cleaners Assigned
How to Include Yourself (as the Owner) in Payroll Even if You Don't Clean
How to Recalculate or Reset and Recalculate a PayrollMissing Appointments on Payroll? Use this feature when there are some appointments not showing on the payroll.
How to Add a Tip on an Appointment to Reflect on the PayrollAdd a tip to an appointment
How to Run Payroll in ZenMaid
How to View a Cleaner’s Total Hours Worked Over a Specific Time Period
Emails & SMS Communications
Here's a complete list of all variables you can use in any email or text message template.
How to Send Estimates to Leads Without Creating AppointmentsLearn how to send estimate emails to leads in ZenMaid without creating an appointment. This is ideal for quoting potential customers and includes steps to customize the email content and…
How to Configure Your Sender Signature
How to Edit Work Orders
How to Automatically Send Work Orders by Text and Email
Invoices
Invoice Settings & Sending
How To Send A Receipt
Adding More Payment Options To Your Invoice Template
Utilizing One Appointment for Monthly Invoicing
How To Void An Invoice After It Has Been Created or Sent
How to add CC and BCC to Invoicing Emails in ZenMaidHere you can see how to add CC and BCC to your invoicing emails in ZenMaid.
Tips Request feature
How to manage tasks and run a task report
Appointments Key listPlanning out keys for next day appointments
How To See The Most Recent Leads Added To ZenMaid
How to track customers who use a certain discount couponTracking discount coupon
Revenue by Contact Custom Field Report
How to View the Breakdown of Scheduled Hours and Clocked Hours Per Customer & Cleaner
How to Print your ZenMaid Reports
Cancelled Appointments ReportAppointment Status Revenue Report
How To Run Exports From ZenMaid
How to Use the Metric View
How to Compare Months for Gained/Lost Recurring Customers Using the Appointment Export
How To Create a Cancellation Report
How To Create a Tips Report
How to Track Revenue by County for Sales Tax Reporting
Using Zapier to Connect ZenMaid and NiceJobGet more customer reviews by connecting NiceJob with ZenMaid and the Completed Status
What Information Does ZenMaid Pass on Through to Zapier
Zapier Integration: Connect ZenMaid with Google Calendar
Zapier Integration: Connect ZenMaid with Compass Wave (Create a New Customer in ZenMaid Zap)
Zapier Integration: Connect ZenMaid with Compass Wave (Create Appointment in ZenMaid Zap)
How to Set Up Sales Receipt via Stripe and QuickBooks using Zapier
Zapier integrations to connect ZenMaid with Zoho BooksZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with FreshbooksZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with Agile CRMZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with ClozeZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with ActiveCampaignZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with FreeAgentZapier integrations with ZenMaid
How to Export ZenMaid Contacts To Upload Them to MailchimpZenMaid Integrations
Zapier integrations to connect ZenMaid with FreshsalesZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with XeroZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with WaveZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with MailchimpZapier integrations with ZenMaid
How to Connect ZenMaid with ZapierZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with Google ContactsZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with Hubspot CRMZapier integrations with ZenMaid
How to Connect ZenMaid to Mailchimp to Send Mass EmailsHow to send Mass emails via ZenMaid using Mailchimp
Integrations & Automations
Integraciones (FAQ: ZenMaid se integra con...)¿Preguntas sobre integración? ¡Podemos ayudar!
Integraciones para cobros a tarjetas de créditoCómo integrar Stripe o Square para realizar cobros a las tarjetas de crédito de tus clientes, a través de ZenMaid
Integración con Zapier: Conectar ZenMaid con Google Calendar