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I Am Mastering the Advanced Features of ZenMaid

Discover tools that help owners and admin users streamline and scale their operations with ZenMaid.

6 authors82 articles

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 Feature
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)

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 Revoke Office Manager Access
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 ZenMaid
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 Days
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.

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.