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Switching parts of CleanFlo off

CleanFlo carries more than most cleaning companies need. A two-van domestic round has no equipment register to keep and no waste notes to sign, and every screen it will never open is one more thing between it and the one it will. Modules is where those get put away.

In the app: Modules Open CleanFlo
On this page

Modules sits under Account in the sidebar, between Settings and Support. It was a tab inside Settings until recently and moved out because fourteen subsystems explained properly need more room than a tab strip gives them. It is owner-only: a supervisor has no Modules item and no route to one.

The page opens with the sentence that governs everything on it: "Switching a module off hides it for everyone at your company and stops new activity in it. Nothing already recorded is ever deleted: switch it back on and it is exactly as you left it." That is not reassurance written for the page, it is what the code does. Nothing here deletes anything.

app.cleanflo.io/modules
Modules Search everything… ⌘K
Modules

16 parts of CleanFlo your business may not need, explained in full

Help Centre

Switching a module off hides it for everyone at your company and stops new activity in it. Nothing already recorded is ever deleted: switch it back on and it is exactly as you left it.

Messaging
Team chat between you and your cleaners. Switching it off hides Messages everywhere and stops new messages being posted. Nothing already said is deleted.
More detail
Shift swaps
Cleaners offering an assigned clean to a colleague, for you to approve. Switching it off removes the request button and stops new requests and approvals. Existing requests stay on file.
More detail
Equipment
The equipment register, loans out to staff and maintenance records. Switching it off hides Equipment and stops new loans being issued. The register itself is kept.
More detail
Modules. One ruled list, fourteen rows, each led by its own switch. The count beside the panel heading is the number of modules, not the number switched on.

What one row holds

Every module is one row, and every row is the same four things in the same order.

The switch, with the module's name on it
The name is the label of the switch itself rather than a heading above it, which is why it leads the row. A module you have never touched is on: CleanFlo reads anything that is not explicitly off as on, so a new account arrives with all fourteen running.
One line saying what switching it off stops
Always on the page, never behind the disclosure. It is written to be readable in one pass down the list, so you can find the one you are after without opening anything.
A <span class="hc-ui">More detail</span> disclosure
Two paragraphs: what the module actually covers, named in the app's own words, and what your company keeps against what it loses. Closed by default, because fourteen modules explained at length is a page nobody reads.
A link into this Help Centre
At the foot of the opened detail, reading Read the guide: … and naming the guide it opens. Where a module has no guide of its own yet it reads Search the Help Centre instead and opens the hub, rather than guessing at a page.

The switch moves before the save has finished and moves back if the save is refused, with the reason printed beside the row. So a switch that flicks and then flicks back is not a glitch: it is the write being turned down, and the message under it says by what.

What each one takes with it

In the order the page lists them. The middle column is what switching it off takes away; the right column is what stays on file regardless.

ModuleSwitching it off hidesWhat is kept
MessagingMessages, everywhere, for everyoneEvery conversation already had
Shift swapsThe request button in the cleaner appEvery swap already approved
Checklist requirementsThe Requirements disclosure on a template or job checklist item, and the photo and reading controls in the cleaner appEvery requirement already set, every photo and reading already recorded, and every override reason. A clean under way can still be finished
Property issuesThe Property issues panel on a property record and on a client record, and the Report an issue control in the cleaner appEvery issue already raised, with its photographs, and everything written about how it was resolved
EquipmentEquipment, and new loans and maintenanceThe register itself
ReferralsThe referral card in the client portal, and your own codeEvery referral already attributed
EnquiriesThe public request-a-quote form, and EnquiriesEvery enquiry already received
Your websiteYour public page, and Web PageEverything you wrote for it
Time & payrollPayroll, the Employment tab, and the break control on the clean screenEvery hour already recorded
Mileage claimsThe Mileage tab, and new claimsEvery claim already made
VehiclesVehicles, and the cleaner app's vehicle rowEvery check, defect and service entry
ExpensesExpenses, and new spend or reimbursementEvery entry, and every receipt
Waste TransfersNew collections only. The records stay readableEvery note, in full

The two newest switches both sit under Your team rather than with the properties they are about, because both are things a cleaner does from a phone in the middle of a clean. Checklist requirements is a checklist item a cleaner cannot finish the clean without meeting, because you asked for a photo or a reading against it; see Photo and reading requirements. Property issues is something a cleaner finds broken or missing at a property and raises there and then, with a photograph; see Property issues. The setup wizard offers them differently by trade: Checklist requirements to everyone, because it costs a business that never uses it nothing at all, and Property issues to the two trades that walk into empty properties: end of tenancy and holiday lets.

Two of these carry a smaller switch inside a larger one. Mileage claims is a tab inside Payroll, so switching Time & payroll off takes Mileage with it whatever Mileage's own switch says. Enquiries and Your website share the public quote form: switching Enquiries off takes the form off your website too, because there is only one form.

What a module switch is not

It is not a permission. A module is per company, not per person: switching Messaging off removes it for you as well as for your cleaners. Who may open which screen is a separate question and lives in the role, covered in Your account and security.

It is not a price change either. Every module is included in the £19.99 a month, switched on or off. Nothing here saves money, and nothing here is an upsell: the only reason to switch one off is that your business does not do that thing and would rather not see it.

And it is not a delete button. If what you are actually looking for is a way to remove the business from CleanFlo altogether, that is Settings → Privacy, and it is covered in Your data and GDPR.

Common questions

Does switching a module off delete anything?
No. Nothing on this page deletes anything, ever. A module that is off is hidden and refuses new activity; everything already recorded stays exactly as it is, and switching the module back on returns it untouched.
Can a supervisor change these?
No. Modules is owner-only, the same rule that keeps Expenses and Invoicing off a supervisor's sidebar. A supervisor has no Modules item at all.
Do I pay less if I switch modules off?
No. £19.99 a month is the whole product, whichever modules you run. Switching one off is about what you want to look at, not what you want to pay.
Why is Waste Transfers still in my sidebar after I switched it off?
Because a waste transfer note can be asked for years after the fact, and a record you cannot produce is not a record. It opens as a read-only archive: everything already logged is fully readable, and nothing new can be added.
I switched something on and it is still not there.
Reload the page. The sidebar reads your company's modules when it loads, and a screen that has just been switched on appears on the next load rather than mid-session.