Summary
ZenMaid allows you to send Estimates and Quotes in two ways:
1. Send An Estimate Email Without Creating An Appointment.
2. Create An Estimate Appointment And Send An Estimate Confirmation.
Important
Decide If This Is An In-Person Walkthrough Or A Quote-Only Email.
If your account does not show “Estimate” as an appointment status, you must create it first (instructions included below).
ZenMaid only assigns contacts one of four statuses:
Lead, Recurring Customer, One-Time Customer, Former Customer.
Always confirm your lead has an email on file before sending.
Side Note
Select any GIF or image to view it in full screen.
Send An Estimate Email (No Appointment Needed)
Sending An Estimate Email
From your ZenMaid Dashboard, go to Contacts > All Contacts.
Search for the lead directly or use the filters to locate the profile.
On the contact page, ensure that the lead has an email address record on file.
Click Send message.
In the pop-up window, select Estimate from the dropdown.
Once you select the Estimate template, you can review it using the Preview and edit button or send it right away.
Whether you made changes or not, click the Send button at the bottom of the pop-up window.
Editing The Estimate Email Template
You can also update the Estimate template by going to Settings, then selecting Emails and SMS communications under the Features section.
From there, scroll to the Invoice and Estimates section and click on the status label next to Estimate.
Set Up The “Estimate” Appointment Status
Go to Settings, then select Appointment Status under Scheduling.
Click Add New Status and name it Estimate.
Click the O+ icon and enable:
Show By Default In Calendar
Use To Calculate Scheduling Conflicts
Disable automatic tracking for:
Work Order
Payroll
Revenue
Late Clock In/Out
(This keeps customers as “Leads” until they schedule an active cleaning.)
Do not forget to click Save changes.
Side Note
If a work order is still needed, select the "Put in work orders".
Drag the Estimate status below “Active” using the up/down arrows so “Active” remains the default.
Create An "Estimate" Appointment
Create A New Customer.
Create A New Appointment for the customer using the date and time of the walkthrough or the requested cleaning date.
Add details to Custom Fields and include the estimated price if applicable.
In the Appointment Status dropdown, select Estimate for an in-house walkthrough.
Send The Estimate Confirmation Email
Open the appointment you created.
Click the Actions button → select Send Email.
In the pop-up, choose the Estimate Confirmation email template.
Click Generate Email.
Review and edit the content:
1. Estimate Appointments: Include date, time, and address confirmation.
2. Quotes/Estimates: Include pricing and service details. Use wildcards to auto-fill data.
Optional read:
Click Send Email to deliver the confirmation.
Additional Information
If you'd like to send an estimate without creating an appointment, you may follow the instructions in this process:
Keywords
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