Getting started
Set up and learn the basics
23 articles
- Can I belong to more than one workspace?No. An account belongs to one workspace at a time, and there is no switcher. To work for two businesses, use a separate email address for each.
- Create an account in the Zaras appTap Create account in the Zaras app, then confirm with the code Zaras emails you. Without an invitation, the account starts a new workspace of your own.
- Create a Zaras account on the webCreate your account at app.zaras.ai with your email and a password. Without an invitation, it starts a new workspace of your own.
- How do I quickly create a job, estimate, invoice or contact?On the web, press Create at the top of the sidebar from any page. In the Zaras app, use the plus button on Schedule or at the top of a list.
- Does each technician need their own account?Yes. Each technician signs in with their own account. Visits are assigned to them, and their hours are their own.
- Download the Zaras app and sign inInstall Zaras from the App Store or Google Play, then sign in with the account you use on the web. Your role sets what you see, as it does on the web.
- How do I find a job, estimate, invoice or contact?Open the list for that kind of record, then search or filter it. There is no search across all of Zaras, so each list searches only its own records.
- How is Zaras laid out on the web and in the app?On the web, a sidebar groups every page into sections. In the Zaras app, five tabs and More hold the same pages.
- Install the Zaras app and sign inGet the Zaras app from the App Store (iPhone and iPad) or Google Play (Android). New to Zaras, invited by a team, or signing in? Pick the one that fits you. The app uses the same account as the web.
- Invite your first teammateChoose Invite your team in the Set up your workspace checklist on Home. It opens the same form as Settings. The steps are in Invite a teammate.
- Join a team from an invitationOpen the link in your invitation email, then sign up or sign in with that address. Already in another workspace? See Can I belong to more than one workspace?
- When does my workspace count as just me?While nobody else is in your team list or invited, your workspace counts as just you. There is no setting for it, and the company size you gave at sign-up does not matter.
- What is each part of Zaras for?Each area holds one kind of record, or one part of the working day. Where each one sits is in How is Zaras laid out on the web and in the app?
- What Zaras does and how it is laid outNew here? Start with Your first job, start to finish, or pick a question below. Zaras runs the office and the field side of a service business, on the web and in the Zaras app.
- What does the Home screen show me?Home shows your day. Owners, admins and office see the whole business, and technicians see their own work.
- What changes when I work on my own?Team screens step aside or take new names, and every record you made stays. They come back when you invite your first teammate.
- Set up your workspace after you sign upAfter you sign up, three short steps set up your workspace. The web and the Zaras app ask the same questions. Press Next step between them.
- Sign in with Google or ApplePress Continue with Google or Continue with Apple to sign up or sign in without a Zaras password. Use the same Google or Apple account every time, on every device.
- Sign up on the web and set up your workspaceStarting your own business on Zaras, or joining a team that invited you? Pick the one that fits. Signing up without an invitation creates a new workspace of your own.
- Take the tour againChoose Show me around under Getting started on Preferences. The tour runs in a sample workspace, apart from your own.
- Does Zaras work on an iPad or tablet?Yes. The Zaras app runs on an iPad or an Android tablet, and Zaras on the web opens in a tablet's browser.
- Working on your ownPick your question: when Zaras treats you as a one-person business, what changes then, or how to bring a team in. Nothing you record alone is lost, and the team screens come back as soon as you send an invitation.
- Your first job, start to finishThe quickest way to learn Zaras is to take one real job all the way through: a customer, a job with a visit, the work done, an invoice sent and the payment recorded. Each part links to the full article. There is no setup checklist. Set up your business gets your details, prices and tax right on the first invoice, and Import your data brings in an existing customer list.