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Take the call. Get it paid.

Your jobs, customers and numbers, with the Zaras Assistant built in.

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Also available on the web.

Zaras on the web: Thursday's day schedule, one column per technician, a morning huddle at 7, a no-heat call and a bathroom fixture visit completed, Dana Rivera's annual HVAC tune-up and a kitchen leak repair in progress, an estimate visit, a supplier pickup and the afternoon's water heater and furnace jobs scheduled.
Daily schedule
Zaras on iPad: Job #1210, the annual HVAC tune-up for Dana Rivera, in progress, scheduled Thursday 8:15 to 9:45 AM, the maintenance plan visit and two return air filters totaling $89.26, the client's phone and email, and the activity log with the visit started at 8:30.
Job details
Zaras on iPhone: a technician's morning, 5 items today with 1 finished and 3 to go, 8h 5m this week, and the job happening now, an annual HVAC tune-up for Dana Rivera at 312 Spring Street, 45 minutes in, with Complete, Call and Details buttons.
Today's work

Your business, a question away.

The Zaras Assistant helps you use the software and find answers in your own business records.

Ask about your business
Look up contacts, jobs, estimates, invoices, customer history and your financials.
Find your way in Zaras
Ask how to do something and get the steps to keep your work moving.
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14 days free, no card.

The Zaras Assistant answering a question.
Zaras Assistant

Which invoices are overdue?

Two invoices are currently overdue:

Total overdue

$1,368.68

  • Carla Whitcomb$663.40INV-2223 · Boiler inspectionDue Sep 22
  • Sam Bellweather$705.28INV-2220 · Quarterly boiler serviceDue Sep 19

Both need follow-up for payment.

How do I add a technician?

To add a technician, invite them as a new team member with the Technician role.

  1. Open Settings, then Team & roles, or Invite your team if you work alone
  2. Tap Invite teammate if the form isn't open yet
  3. Enter their Email address, pick Technician as the Role
  4. Tap Send invitation

They'll get an email to join, or can sign up in the Zaras app with that same email address.

Based on 1 article Help guide: Invite and manage your team

Example conversation with sample records.

One app for the whole job.

Your office and your crew work from the same job, from the first estimate to the final payment.

Win the work

Build the estimate from your price book and send it. Once accepted, press Create job to turn it into a job.

Zaras on the web: estimate #1506, a server closet mini-split for Priscilla Varga, $4,639.42, drafted, sent and accepted by the client on Sep 18, now job #1228, with View job and Create invoice buttons.

Get the job done

Your crew opens the job on their phone. Photos, hours and the team's chat stay with it.

Zaras on iPhone: the furnace replacement job with a before and an after photo of the furnace, its invoice #2231, partially paid, $9,245.78, a team chat message from Leo Park, and the crew's hours added to the job cost.

Invoice and get paid

Email the invoice and the customer pays by card from the email. If it's still unpaid on the due date, Zaras reminds them for you.

Zaras on the web: the furnace replacement invoice, partially paid, $5,581.93 paid of $9,245.78 with $3,663.85 still due, two payments recorded, a deposit and a check, and a Record payment button.

See where you stand

What came in, what's still owed and which estimates are still open.

Zaras on the web: this month's reporting overview, revenue $80,736.08 from 20 payments, $10,667.11 outstanding on 9 invoices, $1,578.06 overdue, 28 active jobs, $35,979 of open estimates, and a list of what needs attention.
See the platform

In their words.

Owners, office staff and techs who run their day on Zaras.

  • HVAC

    Estimates go out from the driveway now and most come back approved from the email before we're at the next call. I still print a copy for the truck. Old habit.

    Luis A.Elite Heating & CoolingOwner · 2 to 5 people
  • Lawn Care

    It's just me and a truck, so I'm the office too. I'd say I get about six hours a week back that I used to spend at the kitchen table after dinner.

    Sam W.Clean Cut Lawn CareOwner · Solo
  • Electrical

    Timesheets used to eat my Monday. The guys clock out on the visit in Zaras now and I approve the queue in half an hour. Job costs come out of that on their own.

    Kevin R.Electrical businessOffice · 16+ people
  • Plumbing

    We had around $18,000 sitting out unpaid at any given time. Four months on Zaras it's under $3,000. People pay from the email. That's really all it was.

    Dwayne O.Apex PlumbingOwner · 2 to 5 people
  • Landscaping

    I see the notes and last time's pictures before I knock, and it saves everything even with no signal, which is half my route. Nobody calls me at dinner anymore.

    Tomas H.Evergreen LandscapingTechnician · 6 to 15 people
  • Cleaning

    My daughters see their day on their phones before they leave the house. Took a couple weeks to get everyone using it. I'm not texting addresses at six in the morning anymore.

    Anita R.Sparkle CleaningOwner · 6 to 15 people
  • Pool Service

    Sunday night used to be spreadsheets. Now I ask Zaras who still owes me and it tells me. I won't pretend I use half the rest of it.

    Chris D.Pool Service businessOwner · Solo

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Pick your trade to see its jobs in Zaras.

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