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How to Add Work Items & Use the Automatic Estimate Amount Owed Feature

Learn how to create and manage Work Items in ZenMaid.

Jorge Sardinha avatar
Written by Jorge Sardinha
Updated this week

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

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