Help center

Owners

Set up your shop for the first booking
Work through the Finish setting up card on Today: fill in your profile, prices, service area, a crew, Stripe and your email sender, then publish the booking page. A customer can then book you at /book followed by your booking address.
Ask the help assistant a question
The Ask tab in the Help panel answers questions about using SteadyState Crew from the published help articles, links the articles it used, and can open a support ticket when it cannot help. It cannot change your account.

Edit the emails your customers receive
In Settings, under Email templates, pick English or Español, open a template with Edit, change the Subject and Message, select Preview, then Save template. Each template can also be switched off or reset to the default. The morning digest has its own time under Reviews and morning digest.
Turn on customer referrals
In Settings, under Referrals, turn on Offer referrals to customers, set the friend's discount and the referrer's credit, and select Save referral settings. A customer gets a code after a paid clean; a friend who books with it gets the discount.
Collect reviews and add your Google link
Customers get one email asking them to rate a finished clean. In Settings, under Reviews and morning digest, paste your Google review link so 4 and 5 star customers are invited to post it on Google. Read the ratings in Customers, then Reviews.

Set your prices and add-ons
Your price grid, add-ons, frequency discounts and zones live on the Pricing page, and tax, the minimum job and the first-visit rule live in Settings. The customer's total is the base price plus add-ons, minus the frequency discount, plus any zone surcharge, raised to the minimum job if needed, plus tax.

Connect Stripe to take cards
In Settings, under Payments (Stripe), select Connect Stripe and finish Stripe's sign-up. After that, customers' cards are saved when they book and charged when you complete the job, and the money goes to your own Stripe account.
Pay your cleaners from the Payouts report
In Money, open the Payouts tab, pick a period, check each cleaner's hours, tips and adjustments, then select Mark paid after you pay them. Download CSV gives you the same table for a spreadsheet.

Your plan, trial and booking page
Plan & billing shows your plan, your trial end date, your card and whether your booking page is live. You start on a free trial; adding a card is what lets you publish the booking page, and nothing is charged until the trial ends.

Connect QuickBooks Online and sync your sales
Connect QuickBooks Online from Settings, map where each kind of sale lands, and choose a sync start date. Paid jobs, tips, fees and refunds then go to QuickBooks every night, one way only, and nothing in QuickBooks is edited or deleted.

Set up two-step sign-in and reset a teammate
Owners, dispatchers and other office staff must enter a 6-digit code from an authenticator app each time they sign in. Set it up on first sign-in, keep the recovery codes, and as owner reset a teammate in Settings, under Security.

Set your shop's languages and check translations
In Settings, under Languages, pick the shop default language, review the Spanish or English version of your menu and policies in the Translations table, and preview your booking page in each language with the links under Share. Automatic translation is off by default.

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