Management Requests

Need a section on the customer profile to see all the texts and emails sent to that customer, like email estimates, so we don't have to search through today's text and email to find it.

would be good to have an option to invoice a customer for the whole month with each job broken down rather than an invoice per job

We would like to be able to calculate travel expenses within the ZenMaid. This is a really important feature for us as we pay our employees mileage between appointments.

At the moment, invoice numbering in ZenMaid is generated sequentially based on the total number of invoices created across all customers, rather than per individual customer. From a client-facing and operational perspective, this isn’t ideal. Customers don’t benefit from seeing how many invoices have been created across the entire business — that number has no relevance to them. What is useful is being able to clearly track how many invoices (and cleans) that specific customer has received. For example: Customer A may be on their 40th clean/invoice, so their next invoice would be #41, then #42, #43, etc. Customer B might be a new client, so their first invoice would be #1, then #2, and so on — independently of other customers. This would make invoicing much clearer and more intuitive for both the business owner and the customer, especially for recurring weekly or bi-weekly services. What’s interesting is that ZenMaid already appears to partially track invoice numbers per customer. If I manually enter an invoice number that a specific customer has already used, the system correctly flags it as a duplicate. This suggests the system is aware of which invoice numbers belong to each customer — it just doesn’t automatically remember or suggest the next number for that customer. Because of this, invoicing is currently quite time consuming. To find the correct invoice number for a customer, I have to dig through old invoices, emails, or WhatsApp messages to see what their last invoice number was before creating a new one. When invoicing many clients regularly, this adds a lot of unnecessary admin time. Having ZenMaid automatically remember and increment invoice numbers per customer would: Save significant time Keep invoicing neat and consistent Make invoices clearer and more meaningful for clients Remove the need for manual tracking or external workarounds This would be a very valuable improvement for businesses managing recurring clients and frequent invoicing. Thanks for considering this feature request and overall I am very happy with ZenMaid. Best regards, Max Clean Canvas UK Ltd

In Calendar Dispatch views, make the appointments static (in the column currently labeled Unassigned Appointments). Allow an appointment to be dragged and dropped repeatedly to any/all cleaners to assign. Conversely, allow the reassigning and unassigning of a cleaner by dragging the appointment off of that cleaner's schedule and dropping it to another cleaner (as currently works), or back to the Appointments column. If an appointment is not assigned to any cleaner, highlight or grey out. The limitation with the current functionality is that an appointment exists on the dispatch view only as many times as it has employees assigned. So, if only one employee is assigned, another employee can only be assigned by editing the appointment. Alternatively, 1) allow appointments to be duplicated/copied-pasted within the dispatch view or 2) build a Calendar View by Team. That would allow an appointment to be assigned with a single drag-drop action.

Allow a bulk rescheduling of appointments in the List view. Change the date of all selected appointments to a different, common date. For example, we are closing tomorrow for weather and I need to move all the appointments from tomorrow to Monday. This is time consuming in the current functioning. It would be fantastic to be able to perform the function in bulk.

I would like for the app to have a Day Clock In and Day Clock Out in addition to the clock in and out for each job. That way, the hourly employees can accurately have their times logged instead of using a second app to track their daily hours. The data for job clock in and outs help us as far as data to determine the amount of time needed for a particular clean, but having a Day Clock In and Day Clock out would remove a second app and headaches for admins.

Being able to add a picture will help so much for Techs to know what room they are in and being able to have a check sheet for only one apointment not all future ones

Exactly that please