How to book a clean
A clean is the unit everything else in CleanFlo is built on. It is what a cleaner sees on their phone, what a checklist hangs off, and what an invoice is eventually raised from. This is the form that makes one.
On this page
The Add clean drawer slides in from the right and is long enough to scroll. It has nine sections and only two of them are compulsory: you need at least one date and at least one service. Everything else can be filled in later by editing the clean.
Four ways to open it
All four open the same drawer. The difference is how much of it is filled in when it arrives.
- Schedule a clean
- The primary button in the top right of the Schedule. Opens an empty form, dated to whatever day you are looking at, at 09:00.
- New, then Clean
- Quick add in the title bar, on any screen. Pick Clean to book one without going to the Schedule first.
- Clicking an empty slot
- On the week or day grid. Opens the form with that date and that hour already set, which saves two fields and a mistake.
- Right-click the grid
- Gives you Add clean at 10:15am in week and day view, or Add clean on 14 Aug in month view. Times snap to the nearest quarter hour.
The drawer is titled Add clean with Schedule a new clean underneath. Editing an existing clean gives you the same form titled Edit clean and Update clean details, minus the Repeat section and the ability to add extra dates.
Load a template, if you have one
Chips across the top of a new clean. One click fills in the duration, services, add-ons, checklist and notes.
Pick the client, then the location
Choosing a client narrows the location list to that client's sites. Choosing the location also names the clean.
Set the date, start time and duration
Add more dates with Add Another Date if the same clean runs on several days.
Add the services
At least one service or add-on, or the form refuses to save. The prices come from Services.
Write the checklist
The tasks the cleaner ticks off on their phone. Optional, but it is the difference between a clean and a checked clean.
Assign a cleaner
Or leave it and assign later. The availability badges tell you who is already booked at that time.
Save
The footer button says Add clean, and the toast says Clean created. The assigned cleaner is emailed and pushed straight away.
Template, client and location
If you have saved any clean templates, the first thing in the drawer is Load template: a row of chips, one per template. Clicking one fills in the clean type, the duration, the services, the add-ons, the checklist and the notes in a single action. It does not touch the client, the location or the date, because those are the parts that are different every time. Templates only appear on a new clean, never when editing.
Next is Client & Location. Both are ordinary dropdowns with an empty first option: , no client and , No location. Picking a client filters the location list down to that client's sites; picking a location before a client leaves every site in the list. When a location is selected, its address appears underneath it, and its access notes appear under that.
12 Quay Street, Falmouth TR11 3EH
Key safe to the left of the door, code on the client record. Cat stays in.
- Add clean: the panel this opens.
- Add clean saves it.
When it happens
The When section is a repeatable pair: a date and a start time, side by side. Below them, Add Another Date adds a second row, a third, as many as you need, each with its own X to take it away again. Every row you fill in becomes its own clean when you save.
Use extra dates for work that is irregular: a holiday let being turned round on the three Saturdays somebody has booked, or a builder's clean spread over a Tuesday and a Thursday. For anything on a fixed rhythm, use Repeat in the section below instead. Extra dates only exist on a new clean: editing an existing one gives you a single row, because an edit changes that clean and not the eleven others it was created alongside.
Underneath sits Duration (mins), in minutes, stepping in fifteens with a floor of fifteen. It defaults to 60. Duration is what makes the chip on the calendar the right height, and it is what the availability check measures overlaps against, so a two-hour clean entered as sixty minutes will happily let you double-book the second hour.
After When comes Repeat, which is only offered on a new clean. It has its own guide: see Repeating a clean.
Services, add-ons and what it is worth
Services and Add-ons are the same control twice over. Each row is a dropdown with , Select at the top and then every item in your catalogue written as {name} · £{price}, a quantity box labelled Qty, and an X to remove the row. Under the rows, Add Service on the first, Add Add-on on the second.
The split between the two is not cosmetic. Services are the work: a standard home clean, an office nightly. Add-ons are the extras billed on top: an oven, interior windows, a carpet shampoo. They price identically but they are tagged differently, and the tag follows the clean all the way onto the invoice.
With nothing in your catalogue yet, the section prints a hint instead of a picker: No services set up yet. Add them in Services. and, on the add-on section, No add-ons set up yet. Add them in Services. Trying to save with neither filled in puts a red line under the Services section reading Pick at least one service or add-on.
Estimated Earnings then adds it all up as you type. One row per service and per add-on, with a quantity multiplier when there is more than one and a small add-on tag on the extras. Below them, Additional charge marked inc. VAT, a plain pounds-and-pence box for anything the catalogue does not cover: a congestion charge, a skip, a one-off materials cost. Then the Total, also marked inc. VAT.
The checklist and the cleaner
Checklist is a list of plain text rows, each one placeholdered Step 1, Step 2 and so on, with Add Checklist Item underneath. These are the tasks the cleaner ticks off on their phone while they are on site, and they are what the count on the clean report is measured against. Keep them concrete: "Washrooms restocked" beats "Bathrooms".
A clean with no checklist is perfectly valid. The cleaner app tells them so: No checklist for this clean, and they work through it as normal. But an empty checklist is also an empty clean report, and a client asking what was actually done gets a shorter answer.
Staff holds one control, labelled Assigned Staff, and it starts on Decide later. Every cleaner in the list carries a live availability badge worked out from the date, time and duration you have just entered. Leaving it empty is allowed and puts a warning under the field: No cleaner assigned: you'll need to assign one before this clean starts. The whole of that is covered in Assigning a cleaner.
Notes, and saving
Notes are hidden until you ask for them. At the foot of the drawer there is a full-width Add clean Notes button; press it and it becomes a labelled Clean Notes textarea placeholdered Special instructions, access details, reminders… with a Remove link beside the label. Remove clears the text as well as hiding the box, so do not use it to tidy the form up.
Clean notes go to the cleaner. They appear on the clean in the phone app under Clean notes, so they are the right place for "park on the road, not the drive" and the wrong place for anything about the client's billing.
The footer holds two buttons: Cancel and the primary save. The save button renames itself to match what it is about to do.
| What you are doing | Button reads | While it works |
|---|---|---|
| One new clean | Add clean | Saving… |
| Several dates, or a repeat | Add 12 Recurring Cleans | Creating 12 cleans… |
| Editing a clean that exists | Save changes | Saving… |
Two things stop a save. Miss the date and a red line appears at the top of the form reading At least one date is required; miss the services and it reads At least one service is required, with Pick at least one service or add-on. under the Services section itself. The form scrolls the message into view rather than leaving you looking at a button that appears to have done nothing.
A successful save closes the drawer and raises a toast: Clean created for one, 12 recurring cleans created for a series, Clean updated for an edit. If a cleaner was assigned, a second toast follows once the email is away: Clean update notification sent to Aisha Nowak.
Common questions
Can I book a clean without a client?
Where do the prices in the services list come from?
What is the difference between a service and an add-on?
Does the cleaner get told straight away?
How do I copy a clean I have already booked?
Previous: How to use the schedule and dispatch board
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