Welcome to FIG, your solution for simplified management of your cleaning business. In this comprehensive guide, we'll walk you through the essential steps to get your business up and running smoothly on the FIG platform. Should you have any questions along the way, our chat support is readily available to assist you. Let's dive in!
Account Created
If you're reading this, you've already successfully created your FIG account, marking the first milestone in your journey towards efficient business management.
Theme & Logo
Make your FIG profile uniquely yours by adding your theme and logo. This simple step adds a professional touch and creates a branded experience for your clients, enhancing your business presence on the platform.
Pricing
Setting up prices for your cleaning services is a critical step in providing transparent and accurate quotes to your clients.
Setting Up Prices for Cleaning Services
While you may not have finalized your pricing yet, it's recommended to input placeholder prices at this stage. This allows FIG to work with some data and provides you with a better understanding of how your clients will interact with your booking process.
Quoting Options
Choose from four quoting options based on rooms or duration of cleaning. You can pick from:
Bedroom/Bathroom and Square Footage
Bedroom/Bathroom Only
Square Footage Only
Hourly Cleanings Only
Note: You will see real-time examples of the price breakdown based on your chosen quoting options and get a better grasp of how your clients will interact with your booking process. That is why we recommend you input data now, even if it's not final.
Hourly Cleaning Rates
Input prices for Deep Cleaning, Basic Cleaning, and Move-In/Move-Out Cleaning on an hourly basis. Examples will update dynamically based on your input, ensuring clarity for both you and your clients.
Hourly vs. Flat Rate Pricing
When setting up pricing in FIG, you have the flexibility to choose between charging by the hour or using a flat rate. Hourly pricing is great for jobs where the time might vary, allowing you to charge based on how long the service takes. Flat rate pricing, on the other hand, lets you set a fixed price for the job, no matter how long it takes. FIG makes it easy to set up either option, so you can pick whichever fits your business best and keep your customers happy with clear, upfront pricing.
Recurring Frequencies Discounts
Offer percentage discounts for Daily, Weekly, Bi-Weekly, and Monthly Cleans to incentivize recurring bookings. If you don't offer discounts, you can leave this section at zero.
Check the following video for a quick example:
Import Data
This is one very neat feature, meaning you won't have to start your database from scratch. Here, you can seamlessly import your customer and company data if you have them in a spreadsheet, specifically an Excel document in a .csv format.
Pro tip: Don't have them on a .csv file? Don't worry; you can download templates for your convenience.
This is the data you can upload to FIG:
Booking Information
Import previous and current booking details to populate data based on the provided booking information. This ensures a smooth transition and continuity in managing your bookings.
Client/Team Member Information
Easily import client and team member details using .csv format. Templates are available to streamline the setup process, making data import hassle-free.
Note: When importing booking information with this tool, the amounts are based on the total in the .csv, regardless of the pricing you have on Fig. If you need to update this information, you can always edit the booking post-import.
Also, keep these quick tips in mind when importing data:
- Import future bookings only – FIG doesn't process past bookings.
- For recurring customers, import only the "next visit booking" – FIG will handle future visits.
- Import all future one-time bookings as needed.
- Import client data first for accurate syncing with bookings.
- If client data is missing, FIG will create a new client from the booking details.
Stripe Account Integration
Integrate your Stripe account for secure credit card payments, providing a seamless payment experience for your clients. If you need assistance with setting up a Stripe account, refer to our Integration Guides for step-by-step instructions.
How to integrate Stripe
FIG requires a code from your Stripe account and a keycode for secure credit card payment acceptance. Follow the simple integration steps provided on your Stripe account to complete the setup process.
Congratulations! You've successfully set up your cleaning business on FIG. With your pricing, data, and Stripe account integrated, you're ready to start managing bookings and providing exceptional service to your clients. If you have any further questions or need assistance, don't hesitate to reach out to our chat support. We're here to help you every step of the way!