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Step-by-step guides for owners, the office, cleaners and clients.
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- Getting startedStart your trial, find your way around and set up your first week.3 articles
- Set up your businessServices and prices, your team and roles, importing clients and online payments.4 articles
- Enquiries and quotesRecord enquiries, send quotes and get an accepted quote to its first booking.3 articles
- Booking and the scheduleBook jobs, use the schedule, assign cleaners, pause repeats and cancel or rebook.5 articles
- Clients and propertiesThe client file, notes and reminders.2 articles
- For cleaners (phone app)Your working day on the phone: starting and finishing jobs, checklists and photos.2 articles
- Invoices, payments and NDISClose the day, send invoices, record payments and invoice NDIS clients.3 articles
- Fix a problemMessages you might see and what to do about them.5 articles
Popular articles
- Getting startedYour first week: from new workspace to first paid jobThe order to set things up so your first real job is booked, cleaned and paid without surprises.
- Booking and the scheduleBook a jobBook a one-off or repeat clean from the client file, the schedule or an accepted quote, in four steps.
- Enquiries and quotesCreate and send a quoteBuild a quote in six short steps, save it as a draft, then publish it so the client can accept online.
- Booking and the scheduleUse the schedule: day, week, fortnight and monthRead the schedule at a glance, find jobs that still need a cleaner, and switch views with the keyboard.
- Invoices, payments and NDISClose the day: jobs to complete, invoice and sendOne list of everything that should already be done: jobs not completed, completed but not invoiced, and invoices not sent.
- Invoices, payments and NDISFind an invoice, send it and mark it paidSearch every invoice, approve and send drafts, and record bank payments.
- For cleaners (phone app)Your working day on the phoneFor cleaners: start your workday, see your jobs, and finish your day.
- Fix a problem"Card needed" when booking a jobWhy a booking asks for a saved card, and the three ways to move on: send the card link, book without a card, or change the rule.