Summary
Work items and Man hours can be automatically calculated in appointments by using Job Estimations.
Important
For new one-time appointments, ZenMaid does not carry over pricing from previous one-time appointments. Please enter the pricing details manually for each new appointment.
Work Items directly affect automatic appointment calculations if you use “Automatically Estimate Amount Owed.”
For the Booking Form, double-check item names, prices, and orders before saving — these values will be used in future bookings.
Side Note
Click any GIF to view it in full screen.
Adding Work Items
Adding Work Items On The Job Estimation Page
From your ZenMaid Dashboard, click the Settings icon.
On the next page, under Scheduling, click Job Estimation and work items.
Under the Work items title, you'll see the Add work item button. Click it, and a new item will appear on top of the list.
Update the new item name, and on the cost part, you can put the price for the work item.
For example
Using the icon
present in the left part of each work item, you can rearrange the order of your work items list.
When you're done, make sure to click the Save Changes button at the end of the page.
Adding Work Items To An Appointment
To add Work Items to the appointment, simply edit the appointment, scroll down to the Work Items section, and select your Work Item(s).
Side Note
Work items can either be added on the Job estimation and work items page or when you add a new one to your Booking Form.
If you use the "Automatically Estimate Amount Owed" on an appointment, this will also take into consideration Work items and their prices.
Turning Automatic Estimate Amount Owed Feature On/Off
Important
Note that using the Copy to all future services button under More under the Billing section will override the Automatically Estimate Amount Owed feature.
To learn more about the "Copy to all future services" feature:
To enable automatic job costing for every appointment, check the box:
“Automatically estimate job cost for scheduled appointments by default.”
Auto-Calculate ON:
ZenMaid fills in the Price (before tax) automatically using work items and/or man-hour rates.
To prevent the system from automatically calculating the amount due, leave this box unchecked.
Auto-Calculate OFF:
The amount will stay blank until you enter it manually.
Utilizing Work Items
Work items can act as a checklist for cleaners (they’ll see the tasks without seeing prices).
When selected in an appointment, the amount owed updates automatically (if auto-calculate is enabled).
Side Note
You’ll still see the Automatically Estimate Amount Owed option under the Billing section when editing an appointment. If you want manual control on a single appointment, simply uncheck the box inside that appointment’s Billing section.
Charging Customers By the Hour
To charge customers by the hour, ensure that your cleaner profiles have a Man Hour cost set. Then, when you create an appointment and assign cleaners:
1. The job cost is automatically calculated based on man-hours.
2. Work items can still be added on top of hourly pricing.
To do this, go to the cleaner profile > Actions > Edit > Pay Rate and Job Estimation.
Side Note
Man-hours = total cleaning time regardless of the number of cleaners.
Example: 8 hours with 2 cleaners = 4 scheduled hours, but 8 man-hours billed.
Keywords
Add Work Item
Work Item
Job Estimation
Automatic Pricing
Itemized List
Estimate Pricing
Appointment Calculations
Service Extras
Extras Work Items With Job Estimations
Man-Hours With Job Estimations
Automatically Estimate The Amount Owed
Enable Automatic Estimation Amount Owed
Disable The Automatic Estimate Amount Owed
Charge Customers By The Hour
Set The Default Man-Hour Rate
Auto-Calculate vs. Manual Pricing
Turn Off Auto-Calculate For Appointments
Change Appointment Setting To Not Automatically Calculate The Amount Due







