Zeemy
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Straight answers to the questions owners ask.

Can't find yours? Email info@zeemy.com and a real person will answer.

Getting started 4

What is Zeemy?

Zeemy is business software for small and service businesses: estimates, invoices, scheduling, to-do lists, and a simple client list in one place. Whether you sell shirts or haul junk, it works the same way. It was built by a small-business owner and priced for one.

How do I get started?

Create a free account, add your first client, and send an estimate. That's it. If you get stuck, email support and a real person will help you set up.

Is Zeemy only for certain industries?

No. Any small or service business can use it. Cleaning, junk removal, and landscaping accounts come with their services preloaded so your first estimate takes a minute. Everyone else adds their own services once and reuses them.

Can I look around before I sign up?

Yes. Open the live demo and you'll land in a sample account with real-looking clients, invoices, and a full calendar.

Plans and billing 6

Do I need a credit card to sign up?

No. The Free plan is free forever with no card on file. You only enter payment details if you choose Starter or Mogul.

How do I choose a plan?

Start free. Move to Starter when you pass 15 clients or want Google Calendar sync and Brevo email. Move to Mogul when you want unlimited clients, Stripe payments, recurring invoices, and automatic reminders.

What happens when I reach 15 clients on the Free plan?

Everything stays exactly as it is. To add a 16th client, you upgrade to Starter, which takes about a minute.

Is there a discount for paying yearly?

Yes. Starter is $85 a year instead of $119.88, and Mogul is $249.99 a year instead of $359.88. That's about 30% off either plan.

How do I upgrade?

In your account, open Settings, then Subscription, and pick the plan you want. Your clients, invoices, and schedules come with you.

Can I cancel any time?

Yes. There are no contracts. Cancel from Settings, then Subscription, whenever you like.

Estimates and invoices 4

Can I turn an estimate into an invoice?

Yes, in one click. Once the client approves the estimate, convert it and send the invoice without retyping anything.

How do I know what's been sent, viewed, or paid?

Every estimate and invoice has a status, and your dashboard lists what needs attention: unpaid invoices, estimates to follow up, and what's due this week.

Can I bill the same client every week or month?

Yes, with recurring invoices on the Mogul plan. Set it up once and the invoice goes out on schedule.

Will Zeemy chase late payments for me?

You can send a reminder from the dashboard on any plan with one click. On Mogul, reminders go out automatically when an invoice is due.

Getting paid 2

How do my clients pay me?

Clients can pay online through PayPal on every plan, and through Stripe on the Mogul plan. You can also record cash, check, and bank transfer payments against an invoice.

Does Zeemy take a cut of my payments?

No. You pay your plan price and nothing else to Zeemy. PayPal and Stripe charge their own standard processing fees, which go to them, not to us.

Clients and scheduling 3

Does it sync with Google Calendar?

Yes, on Starter and Mogul. Connect your Google account once and jobs you schedule in Zeemy show up on your phone's calendar.

Do my clients get their own login?

Yes. Clients have a separate login where they can see their estimates and invoices, so you're not emailing PDFs back and forth.

Can my crew use the to-do lists?

Yes. To-dos are grouped by category with a priority on each, so the day's list is clear whether it's "service the chipper" or "call about the outstanding balance".

Still have a question?

Send it to info@zeemy.com or use the contact form. Owners answer owners here.

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