I Am Mastering the Advanced Features of ZenMaid
Discover tools that help owners and admin users streamline and scale their operations with ZenMaid.
By Amar and 4 others5 authors82 articles
Account Settings
This collection explains how to manage and personalize your ZenMaid account preferences.
Features
This collection explains how to use specific ZenMaid features designed for advanced workflows and specific needs.
- Cleaner Availability FeatureLearn how to set working hours, schedule time off, and manage cleaner availability to prevent booking conflicts and streamline your team's schedule.
- Digital Cleaning ChecklistLearn how to create, manage, assign, and complete digital cleaning checklists in ZenMaid to keep your staff organized and ensure consistent service quality across appointments.
- Service Rating FeatureLearn how to automate post-cleaning service rating requests, customize surveys and messages, track internal feedback, analyze satisfaction trends, and follow up with customers to improve service quality and reviews.
- How to Use the Must-Read Notes and Property Access Reminders Features For Owners/Office Managers
- SOS Alerts FeatureLearn how to use the SOS Alerts feature in ZenMaid to send silent one-tap emergency notifications that instantly share your location with office managers and owners directly from the mobile…
- 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 FeatureLearn how to use the Spot Finder feature to find open slots in your schedule, add recurring appointments, and avoid scheduling conflicts with forward-looking availability checks.
- How to Use the Appointment Types FeatureLearn how to create, edit, and assign appointment types to better categorize and manage appointments.
- How To Use The Manage Recurring Service Page (MRSP)Learn how to manage your customers' recurring services through the Manage Recurring Service Page (MRSP)
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 Contacts in ZenMaidLearn how to export all contacts or filter by status and download customer data as a CSV file from your ZenMaid account.
- How to Manage Multiple Service or Billing Addresses and NotesLearn how to add and manage multiple service or billing addresses and their notes within a contact profile in ZenMaid.
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 Manage Tasks in ZenMaidLearn how to create, manage, complete, and delete tasks in ZenMaid using the Actions button, Task panel, or Calendar views to stay organized and on schedule.
- How to Schedule Monthly Cleans on a Specific WeekdayLearn how to create and manage monthly recurring services in ZenMaid
- How to Print Route SheetsLearn how to print and email Route Sheets in ZenMaid, including how to select date ranges, choose cleaners or teams, and generate a printable PDF from your scheduling views.
- How to Change the Default Status of a Recurring ServiceLearn how to change the default status of a recurring service so future appointments update automatically starting from a selected date
- 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 FeatureLearn how to enable clock-in and clock-out access for cleaners in ZenMaid and troubleshoot cases where the clock buttons do not appear in the mobile app.
- How to Edit a Cleaner's Profile in ZenMaidLearn how to edit a cleaner's profile in ZenMaid to update their information and add custom notes.
- How to Set Up Cleaners at a Flat Rate Per DayLearn how to set up a fixed flat rate for cleaners who are paid a daily rate instead of per service in ZenMaid.
- 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 TimesLearn how to manually edit cleaner clock-in and clock-out times in ZenMaid to correct forgotten entries or timing errors and keep payroll and scheduling records accurate.
- How to Replace a Cleaner on All AppointmentsReassigning every cleanings of an cleaner
- How to Remove Office Manager AccessLearn how to remove office manager access from a cleaner's profile in ZenMaid.
- How to Delete a Staff Member (Cleaner or Office Manager)Learn how to permanently delete a cleaner or office manager profile from your ZenMaid account when a staff member leaves or a profile was created by mistake.
- How to Allow Supervisors, Team Leads, or Shift Leaders to View Cleaner SchedulesLearn how to customize and share Work Orders with cleaners by adjusting the template, generating a PDF, and distributing it to provide clear access to assignments for a chosen timeframe.
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 ZenMaidLearn how to share your ZenMaid booking form link and connect it to marketing tools like Facebook Pixel and Google Analytics to track leads and submissions.
- How to Request New Icons for Booking FormsLearn how you can request new icons you can use for your booking form in ZenMaid.
- How to 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
- How to Add Service Extras to Your Booking FormLearn how to add service extras to your booking or estimate form, set prices and icons, and link them to existing work items to avoid duplication.
- How to do an Advanced Install of Booking Form on a Wix Website
- How to Create Booking Form Time Slots and Edit Bookable DaysLearn how to create bookable time slots in your ZenMaid booking form and manage which days customers can select for their appointments.
- How to Manage Your BookingsLearn how to view, manage, and convert booking form inquiries into contacts, appointments, or subscriptions from the All Bookings page.
- How To Send Booking Confirmations Automatically From The Booking FormLearn how to enable automatic booking confirmations from the Booking Form settings in ZenMaid.
- How to Create Multiple Booking FormsLearn how to create multiple booking forms for each different service type you offer.
- How to install the ZenMaid Booking Form on your websiteLearn how to add the ZenMaid Booking Form on your website.
- How to Add New Coupons and Where to Use ThemLearn how to create, manage, and apply coupon codes and discounts in ZenMaid, including different discount types, settings, and where customers or your team can redeem 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 Appointment TypeLearn how to process payroll with different hourly rates by assigning and applying Appointment Types to ensure cleaners are paid correctly for each type of job.
- How to Pay Cleaners Using Revenue Share (Percentage Pay) in ZenMaidLearn how to set up and manage Revenue Share (Percentage Pay) for cleaners in ZenMaid, including how payroll calculates commission and handles multiple cleaners on the same job.
- How to Record a Cleaner’s Non-Default Pay Rate for Payroll ReferenceLearn how to list pay rate information on an appointment that only you can see and manage.
- How to Allow Staff to View Their Own PayrollLearn how to enable payroll access so your staff can view their approved payroll entries.
- How to Calculate Salary in ZenMaidLearn how to configure a flat rate salary in ZenMaid payroll for yourself as an owner or for a cleaner by setting up a pay rate and a recurring placeholder…
- How to Recalculate or Reset and Recalculate a PayrollLearn how to use ZenMaid's Recalculate and Reset and Recalculate payroll features to refresh appointment data or fully restart a draft payroll.
- How to Run Payroll in ZenMaidLearn how to run, edit, and manage payroll in ZenMaid, including setting pay rates, approving payroll, exporting summaries, and handling special pay scenarios like dual rates and training wages.
- 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 SignatureLearn how to configure and verify your sender signature in ZenMaid so automated emails are sent from your company's domain address instead of a generic ZenMaid address.
- How to Customize and Send Work OrdersLearn how to customize the work order email and SMS notification templates in ZenMaid, including the subject line and body content, to match your business communication preferences.
- How to Automatically Send Work Orders by Text and Email
Invoices
This collection explains how to create, manage, and send invoices through ZenMaid for client billing.
- How To Send A ReceiptLearn how to send payment receipts to your clients using ZenMaid or third-party payment platforms, including Stripe, Square, PayPal, Zelle, Venmo, and Cash App.
- Adding More Payment Options To Your Invoice TemplateLearn how to enable and configure payment methods like credit cards, PayPal, Venmo, Zelle, Bank transfer, Other, and Custom link on your ZenMaid invoices.
- Utilizing One Appointment for Monthly InvoicingLearn how to manually create a single invoice for multiple appointments in ZenMaid, including a payroll-safe method for teams paid a percentage of revenue.
- 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.
- Tips Request featureLearn how to set up and manage tip requests in ZenMaid, enable notifications, collect tips during invoicing, and send manual or automatic requests to customers.
Reports
This collection explains how to access and interpret ZenMaid reports for business insights.
- How to Manage Tasks and Run a Task ReportLearn how to manage your tasks in ZenMaid.
- 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 CouponLearn how to track customers who use a specific discount coupon in ZenMaid using appointment custom fields, list view filters, customer custom field reports, and coupon code exports.
- Revenue by Contact Custom Field ReportLearn how to access and run the Revenue by Contact Custom Field report in ZenMaid to analyze revenue by customer segments using dropdown-type custom fields.
- How to Print the Revenue and Expense ReportLearn how to print or save the Revenue and Expense Report as a PDF using your browser's built-in print function.
- How To Run Exports From ZenMaidLearn how to export appointments, assignments, charges, cleaners, and contacts in CSV format, customize report data, and receive exports by email based on your selected timeframe and permissions.
- 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 ReportLearn how to track canceled customers in ZenMaid through exports, filtering data in spreadsheets, and reviewing lost revenue through the List View.
- How To Create a Tips ReportLearn how to create a tips report in ZenMaid by exporting appointment data and filtering it by cleaner using a spreadsheet.
- How to Track Revenue by County for Sales Tax ReportingLearn how to track and report sales tax by county in ZenMaid using custom dropdown contact fields and the Revenue by Customer report to calculate accurate taxable totals by location.
- How To Run a Cleaner Gross Income ReportLearn 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 Integration: Connect ZenMaid with Compass Wave (Create a New Customer in ZenMaid Zap)
- How to Set Up Sales Receipt via Stripe and QuickBooks using Zapier
- How to Export ZenMaid Contacts To Upload Them to MailchimpLearn how to export your ZenMaid contacts as a CSV file and upload them to Mailchimp to sync your client list.
- 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 Updated Trigger on ZapierLearn how to set up a ZenMaid appointment status trigger and filter in Zapier to automate workflows based on appointment status changes.