Quick guide — before you start using it for real

Sign up with Google (Continue with Google) or with email and password. In the welcome wizard, enter your company name and time zone and pick a plan: I work solo or I have a team. When you finish, you become the active administrator of the new organization and land on the Calendar, with a 90-day free trial by default and no credit card required.

Have a coupon? The sign-up form and the welcome wizard have a Have a coupon? field. A valid coupon can set a different trial length, and the screen shows the free days it applies. If you came through a referral link (/r/…), the code is already filled in. A code that isn't valid never blocks your sign-up: you continue without it — unless the platform is requiring a coupon at that moment, in which case the field comes open, as Coupon.

The plan you pick doesn't lock anything afterward — the People, Calendar, and Invoices screens work the same way on both plans. It's just a signal for yourself, and it doesn't stop a Solo account from inviting help later, for example.

When the trial ends: about 7 days before the end, every admin gets a reminder email. If there is no active subscription when the trial ends, the account is paused, not deleted — your clients, jobs, and invoices stay safe, and you pick up right where you left off as soon as you subscribe. Nothing is ever charged automatically; to keep going, ask for your billing link.

Forgot your password? On the login page, Forgot your password? sends a reset link by email. You can also change it later under Settings → Profile.

Time zone and currency: the time zone is picked in step 1 (default Eastern — America/New_York). If your business isn't in that time zone, change it now under Settings → Business — every calendar time, clock entry, and invoice is calculated against it. The same tab holds the currency (US Dollar, Brazilian Real, Canadian Dollar, Euro, or British Pound) used to show prices, invoices, and reports, plus your company address, phone, and contact email.

Payment methods: cash, check, Venmo, Zelle, e-Transfer, Square, PayPal, QuickBooks, and GoDaddy Payments already work with zero setup — none of them need to be configured before you record your first payment.

⚠️ Only businesses that want to charge a credit/debit card need to connect Stripe first, under Settings → Payments (Connect payments (Stripe)). Without it, card charges are unavailable — but everything else in the app (calendar, clients, manual payment) works normally.

Convenience fee (optional): also under Settings → Payments, you can set, for each payment method, either a fixed fee or a percentage (never both) that is added to the payment when that method is used, plus the text the client sees. A method with no setting keeps working with no fee.

On the Solo plan, skip straight to step 4. On the Team plan, there are three things that look alike but do different things:

• People (menu): the profile record of whoever cleans — name, phone, calendar color, hourly rate. It grants no login access at all, and it's the only thing you need to schedule someone on a job.
• Teams (tab next to People): a named, colored group of people. Each person belongs to only one team.
• Members (Settings → Members): a real login invite, by email, for someone to access the app themselves (see their own schedule, clock their own time).

You can create and schedule a job even with nobody registered yet — the app accepts a job with no one assigned, on both Solo and Team, and you assign someone later.

To invite: Settings → Members → + Invite member, enter the email and pick the role — Administrator sees finances and settings; Professional only sees their own jobs. The invite email goes out automatically. The person signs in (Google or password) with that same email and gets in. While they haven't logged in for the first time, the invite stays as Invite pending and they can't clock in on their own — but that doesn't stop you from already scheduling their People profile on a job.

Only the name is required. Email, phone, contact address, tags, and notes are all optional — fill in what you have on hand now and complete the rest later.

The Internal note (admin only) field is never shown to professionals. Professionals only see the clients and addresses of the jobs they are scheduled on.

⚠️ A registered address is required to schedule any job — without one, the app won't let you create a job for that client. (The job wizard lets you add the address on the spot with Add address now, but a client needs one either way.)

⚠️ Set up Charged by and the amount here, on the address record, and avoid having to fix the price by hand later. If you skip this part, the job is still created normally — it's just that the price stays pending, with no error at the time, and someone will have to come back here (or type the manual price on the job) later. That's exactly the kind of thing this guide exists to prevent.

Available billing modes: Fixed amount, Preset hours, Worked hours, Hours per person (preset), Hours per person (worked), and Fixed monthly fee. You can also set a default team for the address (just a suggestion — it doesn't assign anyone).

The entry code (key, gate code, alarm) is a separate, optional field. It stays hidden until someone taps to reveal it, and a professional only sees it for an address they are scheduled at.

Job types (Settings → Job types) just give the calendar block a color and a name (for example Deep Clean or Move Out). Without registering any, the app works 100% fine — the job just has no category, and that's it.

Teams (People → Teams) are just a named, colored grouping to organize your team visually. They also power the Team view and the Today panel by team. They don't affect anything required to create a job.

⚠️ Role rates (Settings → Role rates) is different from the two above: without a rate configured, you can't assign someone to a job without manually entering the amount at the time — the app rejects the assignment and asks you to configure the role's rate (Regular, Driver, or Supervisor) or type in the amount. Setting this up once avoids having to type the payout every time you put together a team.

On the Calendar, tap + New job. A four-step wizard opens:

• Client — pick who the job is for.
• Address — choose one of the client's addresses. If the client has none yet, tap Add address now and register it right there, without leaving the wizard.
• People (optional) — who goes to the job and in which role (Regular, Driver, or Supervisor). You can also leave it empty and assign later.
• Time and pricing — start and end date and time (required), job type, team label, title, notes, and the price charged to the client (not to be mixed up with the team's payout).

To make it repeat, tick Repeat this job and pick Weekly, Biweekly, or Monthly (optionally on specific weekdays), ending after a number of occurrences or on a date.

Required: client, client address, and start/end date and time. Everything else — title, job type, notes, manual price, recurrence, and the assigned people — is optional when creating it.

If the address already has billing set up (step 5) with a fixed amount or preset hours mode, the price is calculated automatically from the start. Modes based on actual hours worked only calculate the price once the job is completed — and at that point they do require a closed time clock (see "Run the job" below).

Team suggestion (inside an open job, admins only): tell it how many people you need and whether to include a supervisor and a driver, and it proposes a team from whoever is free at that time, showing the total payout and what's left of the job's price, plus alternative compositions. It only suggests a team and its cost — it doesn't assign anyone: you still add the people in the list above.

Admins see a Price suggestion panel beside the price field in three places: a new quote (after choosing the client), the client address form (when Charged by is Fixed amount; it has a Home details block for area, bedrooms, bathrooms and pets), and step 4 of a new job (Time and pricing, once an address is chosen). Professionals never see it.

Tap Estimate price. The panel shows a Suggested price and the Most common range, how confident it is, How we got to this number, and What is left (estimated margin) after team cost. It is only a suggestion and never fills in or changes a price by itself: a field is filled only when you tap Use this price, Use the low end, or Use the high end (on a quote, that adds a line item). You can always edit the amount afterwards.

The panel says where the number comes from: from your history (your own prices at similar addresses), mixed, or market estimate (when there isn't enough history). A market-based number carries the Market estimate, not calibrated badge: it is a starting point built on market assumptions, not a measured average. The more home details you fill in, the more reliable it is — Save these details on the address keeps them for next time.

Settings → Pricing holds the Price preferences: Target margin (%) and Target earnings per labor hour (they only raise a warning and never change the price), Market adjustment (%) (tunes the market estimate to your area), and Round the suggested price. On Settings → Job types, Type for price suggestion says what kind of cleaning a type is (regular, deep clean, move in / move out, post-construction or vacation rental); with no choice it counts as regular cleaning.

The market estimate exists for the United States and Canada (best calibrated for Ontario). In other countries or currencies the panel may say there is no suggestion; enter the price by hand. Cost and margin need your pay history or a Regular role rate under Settings → Role rates.

Today is the first item in the menu and answers "what's on today?". Use the day picker and the Today button to move between days. The day follows the company's time zone, not your phone's clock.

For admins it shows a summary of the day (jobs completed and in progress, Jobs with nobody scheduled, and Payout allocated), the list of today's jobs — tap one to open it — and People today with each person's jobs. A canceled job stays in the list with a Canceled badge, but it's left out of the day's totals.

The Jobs with nobody scheduled card is clickable: it filters the list to only the jobs that still need someone, and Show all jobs clears the filter.

Admins can also write a Company note for the day (and a note per team) — for example "the new building key is with Bia". Everyone on the team sees it on their Today panel.

A professional sees My jobs today, My payout today, and a card per job with the address, directions, who else is on it, and the notes. If a job of theirs was canceled, a notice tells them not to go to the location.

On Calendar, switch between Day, Week, Month, and Team views, move with the arrows, and use the Person filter to see only one person's jobs. Tap an empty slot or + New job to create a job, and tap a job to open it.

The Team view lays the day out in columns, one per team, each with the team's color (jobs with no team go in the No Team column). Jobs at the same time sit side by side, never stacked. The Calendar opens in this view by itself when there is a job scheduled for today.

Double-booking protection: when you assign someone who is already on another job at that time, the app flags the conflict on the spot, before it turns into a no-show.

Open a job (on the Calendar or on Today). Start service moves a scheduled job to in progress, and Mark as completed finishes it: scheduled, then in progress, then completed.

Before Mark as completed and Cancel job, the app always asks you to confirm. Cancel job is for admins only, and it opens the team's time slot back up.

Timeclock (⏱️): whoever clocks in is always whoever performs the job (Professional role) — an administrator never clocks in under their own role. If you work alone, complete the job directly as admin: that works smoothly for fixed or agreed pricing.

⚠️ If the address bills by actual hours worked (with or without a per-person breakdown), the app requires a closed time clock (check-in and check-out) and assigned people before accepting job completion — without that, completion is rejected.

Once a job is completed, an admin can use Generate invoice for this job and Request review right from the job.

Open Invoices in the menu — the screen is called Billing and has two tabs, Invoices and Quotes (admins only). For a quote, tap + New quote, choose the client and add items (description, quantity, price) with an optional discount and tax. Send quote emails the client a public link they can open without an account — if the client has no email on file, the app tells you so you can send the link yourself.

When the client answers, tap Mark as accepted or Mark as declined; an accepted quote becomes an invoice with Convert to invoice.

An invoice is created from a completed job (Generate invoice for this job), from a quote, or from scratch (+ New invoice). It starts as a draft: Send invoice emails the client a public link to view it — no login needed. A draft or voided invoice doesn't accept payment, it needs to be sent first. Void invoice cancels an invoice (it can't be undone).

The public quote and invoice pages are for viewing: the client reads the items and totals there, and you record the answer and the payment on your side.

On the invoice, tap Record payment: pick the method, the amount (up to the balance due), an optional tip (with quick percentage suggestions or a custom amount), and an optional reference note such as a check number. The reference is only a note while you record — it isn't saved or printed on the receipt. A receipt is generated for each payment you record: open it with Issue/view receipt right after recording, and later with View receipt next to the payment in the invoice's payments list.

If you set a convenience fee for that method (see step 2), it is added automatically, and the screen shows the total to charge the client before you confirm.

Any manual method is always available. The Charge card button is always on the invoice, but it only works once Stripe is connected under Settings → Payments — without it, the app shows an error instead of charging.

Refunded amounts show up on the Dashboard overview as Refunded and are subtracted from the net revenue of the period.

The Dashboard (admins only) has three tabs. Overview shows, for the period you pick, the revenue captured, refunded, and net (also by payment method), jobs by status, hours worked per person, top clients, quotes pending and converted, and accounts receivable with overdue aging.

Margin shows the real profit: the job's price minus the team's payout, grouped by client, job, address, or person. By person it shows that person's cost — margin only appears where they worked alone. Canceled jobs and jobs with no price are kept out of the total, and shown separately.

On the Margin tab you can also Export CSV — a spreadsheet of the financial trail (what moved money in the period).

Map draws the client addresses that have a saved coordinate, so you can see where your portfolio is.

On a client's page, the chat section creates a conversation with that client by link — the client opens it without logging in or creating an account.

The Messages item in the menu (admins only) is the inbox with all conversations in one place. The chat on the client's page and the page the client sees both refresh by themselves every few seconds, so a new message shows up without reloading.

Contracts: create a contract from a client's page, then Generate acceptance link for the client to accept by typing their name, or Register in-person acceptance if they agreed face to face or by phone.

Reviews: after a job is completed, Request review gives you a public link the client can use to leave a rating from their phone, no account required.

Tap ✨ at the top of the screen (AI assistant) to open the Assistant. Admins can ask about the day's schedule, clients and open invoices, and ask for a draft message to a client. Professionals can ask about their own work day, and only see their own day. Anyone can ask how to use MaidBiz.

It only reads: it never sends messages (copy the drafts and send them yourself) and never changes data. It can make mistakes, so double-check amounts and dates.

There are daily and per-minute limits; the screen shows Questions left today and tells you when to try again. Conversations lists your past conversations (deleted 30 days after their last message); you can delete one or Delete all — only your own.

Your questions and the data it looks up (such as client and job names) are processed by Anthropic only to generate the answers. See the Privacy Policy.

The assistant can be turned on or off by the MaidBiz platform administrator. While it isn't active on your account (or is paused), the page says so and the rest of MaidBiz keeps working normally.

⚠️ Every rule starts turned off. Once you turn it on, it runs by itself every time the event happens — it's not a test run. The Message to client and Request review actions send a real message to your client (SMS or email); Internal note sends nothing. Review each rule before turning it on.

Under Settings → Automations, tap New rule and choose When (Job completed, Invoice sent, Payment received, or Review requested) and the Action (Internal note, Message to client, or Request review). The rule appears in the list as off; review it and tap Turn on.

Turned-on rules fire by themselves when the real event happens — you complete a job, send an invoice, record a payment, or request a review. You don't have to ask for the review or send the reminder by hand.

View runs shows the log of every time a rule ran, and Turn off stops it any time.

Settings → Referrals opens the Affiliate program panel, with four tabs: Overview, Codes, Payments, and Account. Under Codes, each code works as a link (/r/YOUR-CODE) and as a coupon typed at sign-up. You can Create code (up to the limit shown), Pause or Archive one, and use Copy link or Copy promo text (it includes the disclosure that you're an affiliate).

Overview shows your funnel — Clicks, Signups and Paying customers, never who they are — and your balance by currency: Available, In a payout request, Paid and Reversed. A commission is only generated when the referred customer makes a real payment; signing up, a free trial or a coupon doesn't generate one, and a commission can be reversed if the payment is reversed.

To create extra codes and request payouts, accept the program terms (Accept terms). Under Payments, register how you want to be paid and Request a payout: each request is reviewed and paid manually, and a tax form may be asked for. Credit is never applied to an invoice automatically, and the program doesn't guarantee any level of earnings.

People without a MaidBiz company can join on the affiliate page (/afiliados): I want to be an affiliate, confirm the email and wait for the review. Every promotion must clearly say that you are an affiliate.

The Job board item in the menu opens a free public board, also reachable at /jobs without an account. Businesses tap Post a job to announce an opening (you confirm it from your email, then the listing goes live after a quick review), and people looking for cleaning work tap Offer your services. A pay range is required on every opening.

Browse the Jobs and Available helpers tabs, filter by state, city, role, schedule, and language, and tap Contact to send a message — the other side replies straight to your email.

A round WhatsApp button floats in the corner of every screen, signed in or not. It opens a chat with MaidBiz with a ready-made message (you can edit it before sending) so you can ask for help or send feedback.

Language: MaidBiz is available in English, Spanish, and Portuguese. Use the language button at the top of the screen — the choice is saved to your own account, so each person on the team can use their own language.

Settings → Profile holds your name, avatar (paste the URL of a public image), and password. Professionals only see their own Profile under Settings; the rest of Settings is admin-only.