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.

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...

Since ZenMaid offers the Custom Field Report, adding Customer Custom Fields will help you manage revenue by customers.

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.

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.

It is recommended to take a moment to review each template, ensuring that the communication with your customers and cleaners is what you prefer.

Estimate

Appointment Confirmation

Appointment Reminder

Appointment Follow-Up

Come Back

Appointment Confirmation

Appointment Reminder

Appointment Follow-Up

Work Order

Cleaner Cancellation Notice

Work Order

Clock In Reminder

Clock Out Reminder

This article provides a comprehensive look at your account settings, serving as a guide to help you with the aspects of your account.
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Explore the key differences between the Customer Custom Fields and Appointment Custom Fields in this article.

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.

From leads to recurring customers, this article will help you understand Customer Type/Status and how to change them.

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.

This article provides a detailed explanation of how to create an appointment, covering the different pages where appointments can be made.

Here's how you can convert a one-time appointment into a recurring service.

Here are the steps to create a daily service.

Here's how you can create and customize your Appointment Statuses in ZenMaid.

This step-by-step walkthrough shows how you can access your appointments in various ways.

Here are the steps to take to find all jobs that were cleaned by a specific cleaner, during a specific time frame.

Cleaners are essential, and here are the steps on how to add them to your account.

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.

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.

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.

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.

Any independent contractor (IC) can receive email invitations from office staff.

Grant the Office Manager role to a cleaner or contracted assistant.

There are several ways how you can check the clock-in and clock-out times of your cleaners.

This article also tackles troubleshooting*

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.

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.

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.

Here's a guide on applying filters for your calendar appointments.

Here's a quick guide on adjusting the color on your calendar.

Generate a placeholder appointment to block off specific times. You can label the appointment as indicated above.

This article tackles troubleshooting*

You can make Customer Notes show up on your cleaners' Work Orders with the addition of Wildcards.

Similar to the article in Step 1 of Notes, this is a continuation of that workflow.

Steps on modifying notes for recurring services.

Here's a simple walkthrough to help you navigate and locate the appointment notes left by your cleaner.

Various types of notes can be created in ZenMaid.

This article includes Instructions on how to add, edit, or delete them.

As an Owner/Manager, you'll enjoy access to the same features as the Cleaner role, with additional privileges, such as:

This enables you to review comprehensive information about all your customers and cleaners.

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.

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.

Ways to edit appointments using the ZenMaid mobile app.

Refreshing your ZenMaid Mobile App is as easy as 1-2-3. This process allows you to load updates made from the desktop application.