Start with what you need next.
Have your firm’s details, a few checked customer records and the visits you want to plan first. Use the checklist to track your preparation in this preview.
Set up the firm’s details.
Check the trading name, address, contact details and VAT information used on your documents. Branding and website details can be added when ready.
Plan a small set of visits.
Add the customer and job information through the office. Check the diary date and who is assigned. There is no self-serve spreadsheet or WhatsApp import.
1Review the time, duration, service and assigned cleaner.
2Keep office notes separate from information shown to cleaners.
Understand the paperwork.
Review example quotes and invoices before sending business documents to a customer.
Read the quote-to-invoice guide.
Ready for the next session
You know where to find a customer, open a job, check its assignment and locate the relevant paperwork. Continue adding checked records as needed.