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Guides

Getting started

• Set up your company Create the account, add your first client, site and areas, and invite your team.

Clients, sites & areas

• Clients, sites and areas How clients, sites and areas fit together, and how to set up, import, copy and archive them.

Task lists & visits

• The cleaner's task list and closing proof Clock in, work through the task list with photo proof, take the closing photos and clock out.

Inspections & scores

• Inspection templates Start from the ready templates, edit them, and how versions and scoring work.
• Run an inspection Walk a site, score each item, submit, and what happens next.

Issues & fixes

• Issues, from report to fix How issues are created, assigned and closed with Mark fixed and a fix photo.

Reports for clients

• Send a report and share links What a report contains, how to send it by email, share it with a link and set up weekly summaries.
• Dashboard and exports See scores by site, the weakest items and trends, and export your data to a spreadsheet.

Team & roles

• Users and roles The five roles, how to invite people, sign-in with a PIN for cleaners without email, and how to switch someone off.

Offline on the phone

• Offline and sync What the phone app does without signal, how work is sent later, and what to do before signing out.

Account & subscription

• Subscription, trial and account deletion The free trial, how plans work, where to subscribe, how to get your data and how deleting an account works.