Set up Broom for the first time

Before you begin

Broom works best when your business details and regular services are in place before you add lots of clients. You can change any of these later.

Complete your business details

1. Open More, then choose Business settings.
2. Add your business name and contact details.
3. Set your default invoice payment terms.
4. Add the bank details you want to appear on invoices, then save.

Set up the work you offer

1. From More, open Service types.
2. Review the built-in Domestic and Changeover services.
3. Add any custom services you regularly sell and set the usual rate.

Add your first client

You are now ready to add a property and client, then schedule the first clean.