Getting Started with CleanOps
Welcome to CleanOps! This guide will help you get started with managing your cleaning business more efficiently.
Table of Contents
What is CleanOps?
CleanOps is a comprehensive business management platform designed specifically for cleaning service companies. It helps you:
- Schedule Jobs: Organize and dispatch cleaning jobs to your team
- Manage Customers: Keep track of customer information and service history
- Create Quotes & Invoices: Generate professional quotes and invoices quickly
- Track Employees: Manage your team’s schedules and assignments
- Monitor Performance: Get insights into your business operations
Quick Start Guide
1. Set Up Your Profile
First, complete your company profile:
- Go to Settings > Account to add your company name and contact information
- Go to Settings > Brand & Docs to upload your company logo and customize colors
2. Add Your First Customer
Go to Customers and click New Customer to add your first client. You’ll need:
- Customer name
- Contact details (email and phone)
- Service address
3. Create a Quote
From the customer page, click New Quote to generate a professional quote for services. You can:
- Add custom line items with descriptions
- Set pricing and discounts
- Send directly to the customer via email
4. Schedule a Job
Once the quote is approved:
- Navigate to the Scheduler (Job Schedule in the sidebar)
- Click New Job
- Fill out the job form with customer details, service date, and description
- Save the job to add it to your schedule
Next Steps
Now that you’re set up, explore these features:
- Job Scheduling - Learn how to manage your team’s schedule
- Invoice Management - Create and track invoices
- Employee Management - Manage your team members
Need Help?
If you have questions or need assistance:
- Browse our Documentation for detailed guides
- Submit a Support Ticket and our team will assist you