Summary:
Here's how you can add new cleaners to your account and also give them access to the mobile app with their credentials.
You'll learn how to give cleaners access to their schedules, set up their login credentials for the ZenMaid mobile app, enable clock-in/out functionality, and configure their pay rates.
Adding a New Cleaner
Hover over the Cleaners icon on the left side of the screen and click Add new cleaner.
Enter the cleaner's first name, last name, phone number, and email. The cleaner role will only be able to see the schedule they are assigned to, whereas the office manager role can see all the appointments.
If you need to assign the Cleaner as Office Manager, check the box that says Is this cleaner an office manager? For more on office managers, this article will help you with their specific settings.
If the cleaner is a contractor, check the box that says Is this cleaner a contractor?
In order to let the cleaners log their time in the system, check the box that says Allow this cleaner to log their time in the system? which allows the cleaner to clock their time on the mobile app.
Select the cleaner's calendar color and language. The mobile app will be translated into the language selected, except for customer notes. You will need to add the customer notes in the alternative language for the translation.
Under Pay Rate and Job Estimation, you can choose what pay type this cleaner has and input the cost. There are Hourly, Revenue Share, Flat Rate, and Variable Rate. The Man Hour Cost is what you charge your customers - if you charge customers by the hour.
The Notes and Other information lets you enter the cleaner's birthday, notes, and any custom fields you may need (SSN, Alternative phone number, etc).
If you need to add a custom field for your cleaner to insert a special section for cleaner information, like Customer Feedback or Sick Log? Click the button below to follow the article to show you how to create Cleaner Custom Fields.
Add the cleaner's address.
Click Save Changes.
Granting Cleaner Access
To allow the cleaner to sign in to their account and access the mobile app, check the box that says Allow this cleaner to sign in using their email and view their schedule? and create a password for them.
When you add the cleaner with the option to sign in using their email, a pop-up will appear asking if you want ZenMaid to notify them that they have access and provide instructions, or if you prefer to do it yourself.
In case you want to notify your cleaners yourself, you can quickly send them their login info by going to the Actions button and clicking on Resend login info
Your cleaners will be able to log in to their account with the email entered in their profile and the password you previously assigned.
Additional Information & Troubleshooting
If the cleaner does not see the clock-in/out buttons on their mobile app, have the staff member log out of the ZenMaid app, close the app from running (do not delete the app), and launch the app fresh to log back in.
To do so, have them click MORE (...) then PROFILE in the app. At the top right will be the LOG OUT button. Close the ZenMaid App by swiping up (or clicking the menu to close the app), reopen it, and log back in to get the latest update.
If you see the error message "Email has already been taken" when creating a cleaner, it means the cleaner may have accidentally created their account instead of logging in with the credentials you provided, or they may have previously worked for another company that also uses ZenMaid.
To quickly resolve this, you can either contact support@zenmaid.com for assistance or create the cleaner profile using a temporary variation of their email address. For example, by adding "+1" (e.g., name+1@email.com). Most email providers, like Gmail, recognize this as the same address, so the cleaner will still receive all email notifications without issue.
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