I Am Mastering the Advanced Features of ZenMaid
Discover tools that help owners and admin users streamline and scale their operations with ZenMaid.
Account Settings
This collection explains how to manage and personalize your ZenMaid account preferences.
How to Allocate Fuel Allowance to Your Customers Using Customer Custom Field
How to Use Appointment Custom Fields to Specify Appointment Discount
How to Manage Cleaner Visibility on Mobile App and Work Orders
Features
This collection explains how to use specific ZenMaid features designed for advanced workflows and specific needs.
Availability Feature
Digital Cleaning Checklist
Service Rating Feature
Service Types: Categorize Your AppointmentsLearn how to create and manage Service Types in ZenMaid to categorize appointments, see them on the sidebar, and include them in exports.
How to Use the Must-Read Notes and Property Access Reminders Features For Owners/Office Managers
SOS Alerts Feature
How to Use the Must-Read Notes and Property Access Reminders Features For CleanersThis guide shows cleaners how to find property access instructions and Must-Read Notes in the ZenMaid mobile app, including using the key icon for access details and reading important notes…
Celebration RemindersThis article will guide you on how to activate and use the Celebrations feature to strengthen relationships and show appreciation
How the Independent Contractor feature works for Office Staff
Spot Finder Feature
Contact
This collection explains how to manage customer profiles with ease, from adding and editing details to tracking statuses, phone numbers, and addresses.
How to Export All Contacts and Filtered ContactsExport and filter customer information from your ZenMaid account
How to Manage Multiple Service or Billing Addresses and Notes
How To Store A Quoted Price In A Client ProfileKeeping accurate records of quoted prices for your clients
Pricing & Payments
This collection explains how to manage pricing, deposits, and payments for smooth transactions.
How To Collect Deposits And Apply Credits For AppointmentsLearn how to create a Deposit appointment to collect deposits, apply taxes correctly, and manage credits for future appointments.
How to Add Work Items & Use the Automatic Estimate Amount Owed FeatureLearn how to create and manage Work Items in ZenMaid.
Schedule Views
This collection explains how to create, customize, and manage your daily and weekly schedule views.
How to Create Tasks
How to create a monthly clean to repeat on the same day of the month.
How to Print Route Sheets
Print Out Monthly Schedule
How to Change the Default Status of a Recurring ServiceManage recurring services
How to Adjust the Price of a Recurring ServiceLearn how to update the price of all the appointments part of a recurring service.
Cleaners & Contractors
This collection explains how to manage cleaners, contractors, and their pay rates in ZenMaid.
How to Give A Cleaner Access to the Clocking In and Out Feature
How To Edit A Cleaner ProfileChange Notes, Availability, Birthdate
How to Set Up Cleaners at a Flat Rate Per Day
How Fixed and Variable Flat Rates Work in ZenMaid
Having Your Office Manager Clock In and Clock Out
How to Edit a Cleaner's Clock-in and Clock-out Times
How to Replace a Cleaner on All AppointmentsReassigning every cleanings of an cleaner
How To Revoke Office Manager Access
How to Delete a Staff Member (Cleaner or Office Manager)
How to Allow Supervisors, Team Leads, or Shift Leaders to View Cleaner Schedules
Booking Form
This collection explains how to create, customize, and manage booking forms to capture client details in ZenMaid.
How to Create and Customize an Estimate or Quote Form in ZenMaidLearn how to edit the Booking Form to Create an Estimate or Quote Request Form
How to Share Your Booking Form and Track Leads in ZenMaid
How to Request New Icons for Booking FormsLearn how you can request new icons you can use for your booking form in ZenMaid.
Add Your Booking Form To Online Sites Like Facebook and GoogleAdd Your Booking Form Online If You Do Not Have A Website Or Add Your Website To Online Business Profiles
Booking Form - Service Extras
How to do an Advanced Install of Booking Form in Squarespace
How to do an Advanced Install of Booking Form on a Wix Website
How to Create Booking Form Time Slots and Edit Bookable Days
Check Bookings and Convert Inquiries into Contacts or Appointments
How to embed a booking form in a Godaddy website
How To Send Booking Confirmations Automatically From The Booking FormBooking Form Confirmation Email
How to Create Multiple Booking FormsLearn how to create multiple booking forms for each different service type you offer.
How do Booking Form Confirmations Work?
How to install the ZenMaid Booking Form on your website
How to Manage Your BookingsHere's how you can manage all the Bookings you receive through your Booking Form
How to Add New Coupons and Where to Use Them
How to Use the Booking Form to Collect an Existing Customer's Credit CardLearn how to collect the credit card of an existing customer using the booking form feature.
How to Run Payroll with Different Wage Rates by Job Type
Revenue Share, Percentage Pay, Commission PayHow to pay your cleaners by percentage pay and notes to consider
Pay Rate To Show In Payroll When Using Appointment Custom FieldsWhen running payroll, you can have pay rate information listed in an appointment that only you can see and manage.
What Happens When A Client Leaves A Tip On A Past Payroll-Approved Appointment?How to add a cleaner's tip on Payroll for when a client tips on an Invoice for an appointment that has been approved on Payroll
How to Allow Cleaners to View Their Own Payroll
How Revenue Sharing is Calculated When There Are Multiple Cleaners Assigned
How to Include Yourself (as the Owner) in Payroll Even if You Don't Clean
How to Recalculate or Reset and Recalculate a PayrollMissing Appointments on Payroll? Use this feature when there are some appointments not showing on the payroll.
How to Add a Tip on an Appointment to Reflect on the PayrollAdd a tip to an appointment
How to Run Payroll in ZenMaid
How to View a Cleaner’s Total Hours Worked Over a Specific Time Period
Emails & SMS Communications
Here's a complete list of all variables you can use in any email or text message template.
How to Configure Your Sender Signature
How to Edit Work Orders
How to Automatically Send Work Orders by Text and Email
How to Add Notes in Work Order Emails
Invoices
This collection explains how to create, manage, and send invoices through ZenMaid for client billing.
How To Send A Receipt
Adding More Payment Options To Your Invoice Template
Utilizing One Appointment for Monthly Invoicing
How To Void An Invoice After It Has Been Created or SentLearn how to void an invoice after it has already been generated when you need to make last-minute changes.
How to add CC and BCC to Invoicing Emails in ZenMaidHere you can see how to add CC and BCC to your invoicing emails in ZenMaid.
Tips Request feature
Reports
This collection explains how to access and interpret ZenMaid reports for business insights.
How to manage tasks and run a task report
How To See The Most Recent Leads Added To ZenMaidLearn how to filter and export leads directly from the All Contacts page in ZenMaid or use an alternative export method for more control.
How to track customers who use a certain discount couponTracking discount coupon
Revenue by Contact Custom Field Report
How to View the Breakdown of Scheduled Hours and Clocked Hours Per Customer & Cleaner
How to Print your ZenMaid Reports
Cancelled Appointments ReportAppointment Status Revenue Report
How To Run Exports From ZenMaid
How to Use the Metric View
How to Compare Months for Gained/Lost Recurring Customers Using the Appointment ExportLearn how to use Appointment Exports to track monthly recurring-customer changes and compare gains, losses, and trends with both manual steps and ChatGPT automation.
How To Create a Cancellation Report
How To Create a Tips Report
How to Track Revenue by County for Sales Tax Reporting
Cleaner Gross Income ReportHere is how to run a report of the gross income of your cleaners in a timeframe of your choosing, which is based on Payroll entries.
How To Add Or Manage A Marketing SourceLearn how to record where your clients found your business, such as Google, Facebook, TikTok, or Instagram.
How to Fetch Revenue ReportsLearn how to fetch and interpret Revenue and Expense reports in ZenMaid.
Where to Find Quality Driven Software-Friendly (QDS-Friendly) Appointment Export Feature
How To Share Appointments With Your CustomersLearn how to use ChatGPT or Mailchimp to make sharing your customers' appointments with them easier.
Integrations
This collection explains how to connect ZenMaid with other tools to streamline your workflows.
Zapier integrations to connect ZenMaid with NiceJobGet more customer reviews by connecting NiceJob with ZenMaid and the Completed Status
What Information Does ZenMaid Pass on Through to Zapier
Zapier Integration: Connect ZenMaid with Google Calendar
Zapier Integration: Connect ZenMaid with Compass Wave (Create a New Customer in ZenMaid Zap)
Zapier Integration: Connect ZenMaid with Compass Wave (Create Appointment in ZenMaid Zap)
How to Set Up Sales Receipt via Stripe and QuickBooks using Zapier
Zapier integrations to connect ZenMaid with Zoho BooksZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with FreshbooksZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with Agile CRMZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with CloseZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with ActiveCampaignZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with FreeAgentZapier integrations with ZenMaid
How to Export ZenMaid Contacts To Upload Them to MailchimpZenMaid Integrations
Zapier integrations to connect ZenMaid with FreshsalesZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with XeroZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with WaveZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with MailchimpZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with Google ContactsZapier integrations with ZenMaid
Zapier integrations to connect ZenMaid with Hubspot CRMZapier integrations with ZenMaid
How to Connect ZenMaid to Mailchimp to Send Mass Emails & SMSLearn how to send Mass emails via ZenMaid using Mailchimp
How to Create Integrations & AutomationsLearn how to build automations between ZenMaid and your other tools — including CRMs, email marketing platforms, and bookkeeping apps.
How to create an Appointment Status Trigger on ZapierThis article will show you how to create a filter on Zapier for changes in Appointment Status