Features & FAQ

Roles, features, and how MaidBiz works

Straight answers about what MaidBiz does today — no invented features, no inflated claims. Everything below reflects the product as it actually runs.

What is MaidBiz?

MaidBiz is a scheduling, client management, and invoicing app built for cleaning businesses — solo cleaners and small crews.

It runs in the browser and installs as an app on a phone (PWA), so a cleaner in the field and an owner at the kitchen table can both use it without extra software.

How many user roles does MaidBiz have?

MaidBiz has two account-level roles: Admin (also called Owner) and Cleaner. A person can belong to more than one organization, with one role per organization.

Separately, when a cleaner is scheduled on a specific job, they can also be assigned a job role — Regular, Driver, or Supervisor — which sets their pay rate for that job. A job role controls pay, not what a person can see or do in the app; if the role has no pay rate configured, you type the amount when you schedule the person.

What can an Admin do that a Cleaner can't?

An Admin sees and manages everything: pricing, invoices, payments, settings, the team, and internal notes about a client that are never shown to a Cleaner.

A Cleaner only sees their own jobs (on Today and on the Calendar) and each client's address and instructions. Cleaner is the only role that can clock in and out; an Admin never clocks in.

What features does MaidBiz include?

Scheduling with conflict detection, a client CRM, quotes and invoices, time tracking, and team management — plus a handful of features that round out the day-to-day.

Full list: a Today screen for the day · calendar scheduling (day, week, month, and team board views) with double-booking conflict detection · client CRM with multiple addresses per client · job start, completion, and cancellation with confirmation · team suggestion for a job · price suggestion for admins on quotes, addresses, and jobs · quotes, invoices sent by email with a public link, payments with tips and receipts · contracts with typed-name client acceptance · post-service client reviews · two-way client chat by link (no client account required) and a Messages inbox · an AI assistant that only reads · automations · time clock (clock in/out) · teams and pay rates by job role · dashboard with revenue, profit margin, and a client map · coupon at sign-up and an affiliate program · a free public job board · installable mobile app (PWA).

Does MaidBiz have a daily overview and a team schedule board?

Yes. The Today screen shows the day's jobs, the jobs that still have nobody scheduled, and the payout allocated; the Calendar has a Team view with one colored column per team.

Admins can leave a note for the whole company or for a single team on Today. Each professional sees only their own jobs and payout for the day.

Can I track a job from start to finish?

Yes. A job moves from scheduled to in progress (Start service) to completed, and MaidBiz asks for confirmation before completing or canceling it.

Canceling is admin-only and opens the time slot back up. From a completed job an admin can generate the invoice and request a review.

How do quotes and invoices work?

Create a quote, email the client a public link, mark it accepted or declined, then convert it into an invoice — or create invoices straight from a completed job.

Sending an invoice emails the client a public link to view it, with no login needed. You then record the payment, and the receipt for it is one tap away.

Which payment methods can I record?

Cash, check, Venmo, Zelle, e-Transfer, Square, PayPal, QuickBooks, and GoDaddy Payments work with no setup; card payments need Stripe to be connected.

You can add a tip and a reference to each payment, and set a convenience fee (fixed or percentage) per payment method.

Does MaidBiz send automatic messages?

Yes, if you set up automation rules. They run on their own on four events — job completed, invoice sent, payment received, and review requested.

Every rule starts turned off. Message to client and Request review send a real message to the client; Internal note sends nothing. A log shows every time a rule ran.

Can I see how much profit I make?

Yes. The admin Dashboard has an Overview of revenue, jobs, hours, and receivables, a Margin tab with profit per client, job, address, or person, and a Map of your client addresses.

Margin is the job's price minus the team's payout. The financial trail can be exported to CSV.

Can MaidBiz suggest a price for a job or a quote?

Yes. Admins can tap Estimate price on a new quote, a client address, or a new job to see a suggested price, the most common range, and the estimated margin.

It is only a suggestion: it never fills or changes a price unless you tap Use this price. It draws on your own price history, or on a market estimate for the United States and Canada when history is thin. Preferences are under Settings → Pricing.

Is there an AI assistant?

Yes. The AI assistant (the ✨ button at the top) answers questions about your day, clients and open invoices, and about using MaidBiz. It only reads: it never sends messages or changes data, and it can make mistakes.

Professionals only see their own day. Questions are processed by Anthropic only to generate the answers (see the Privacy Policy), conversations are deleted 30 days after their last message (you can also delete them yourself), and the platform can turn the assistant on or off, so it may not be active on every account yet.

Can I message my clients inside MaidBiz?

Yes. Every client has a chat you share by link — the client doesn't need an account — and a Messages inbox gathers all conversations.

The client's chat page and yours refresh automatically, so new messages appear without reloading the page.

How does the referral program work?

Settings → Referrals opens an affiliate panel with one or more codes; each works as a link and as a coupon typed at sign-up. A commission is generated only when a referred customer makes a real payment.

You track clicks, signups and paying customers (never who they are), request payouts manually, and must disclose that you are an affiliate. Earnings aren't guaranteed. People without a company can apply on the affiliate page.

Can I sign up with a coupon?

Yes. The sign-up form and the welcome wizard have a “Have a coupon?” field. A valid coupon can set a different free-trial length; without one you get the default 90-day trial.

A referral link fills the code in by itself, and a code that isn't valid never blocks the sign-up: you simply continue without it. Occasionally the platform may require a coupon, and then the field opens already visible.

Is there a job board?

Yes. MaidBiz has a free public job board where cleaning businesses post openings and cleaners and helpers offer their services — no account needed.

Listings are confirmed by email and go live after a quick review, and every opening must show a real pay range.

How long is the free trial, and what happens when it ends?

The trial lasts 90 days by default, with no credit card required, and a coupon can set a different length. About 7 days before it ends, admins get a reminder email.

With no subscription when the trial ends, the account is paused — not deleted — and nothing is charged automatically. Your clients, jobs, and invoices stay safe.

How do I contact MaidBiz?

A WhatsApp button floats on every screen of the app and of the public pages; it opens a chat with MaidBiz.

What languages does MaidBiz support?

MaidBiz's interface is available in English, Spanish, and Portuguese.

Each person picks their own language with the EN, ES, or PT button at the top of the screen, and the choice is saved to their account — so an admin can work in English while the crew uses Spanish or Portuguese, on the same account.

Still have a question?

Start a free account and see the roles and features above from the inside — or check the setup guide for the exact order to configure your business.