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How to work through the dashboard queue

Open CleanFlo and the first thing you see is a list of what needs you, with the button that deals with each one on the same row. Work down it and the day is in hand.

In the app: Dashboard 2 min read Last updated
On this page
  1. Clear the queue first
  2. Today, live
  3. Money
  4. The week ahead and compliance
app.cleanflo.io/dashboard
Dashboard Search everything… ⌘K New
Good morning, Sarah

Thursday 8 October · 6 cleans today, 1 has nobody on it · 4 things need you

Needs a decision 4
Sort OrderNewest
All 4 Money 2 Schedule 1 Clients 1
Search these items
Unassigned Deep clean · St Marks Medical Centre Today at 16:00 · nobody on it Today Assign Priya
Overdue 2 invoices overdue, £860.00 Oldest 12 days late 12d Send a reminder
Late start Weekly clean · Hollis Wharf, Flat 12 Due 08:30 · not started yet 08:42 Call Amara
Accepted Quote accepted · Quay Street Studios Book the work in 1d Open
  1. The briefing. One sentence about the day, ending in how many things are waiting. The count is a link down to the queue.
  2. Desks. The queue is split into Money, Clients, Schedule, Team and CleanFlo, so you can see what is waiting on money without reading every row.
  3. The action. Each row carries the button that deals with it: Assign, Send a reminder, Call, Open.
  4. New. Quick add, in the title bar on every screen: a clean, a client, a quote, an invoice and more.
The top of the dashboard on a desktop: the briefing, then the queue.

Clear the queue first

The panel is called Needs a decision. Every row is something that waits on you to do something: a clean with nobody on it, an overdue invoice, an invoice that bounced or was never sent, an accepted quote, an unanswered enquiry, a cleaner running late, a mileage claim to approve, a shift swap to decide. When you deal with it, the row goes.

Read the top three

The first three rows are the ones to do now. They are emphasised in place, so nothing appears twice on the page.

Press the button on the row

Most rows finish in one tap: Assign with a suggested cleaner, Send a reminder, Call a late cleaner. Anything that sends an email asks first.

Filter when it is long

Pick a desk (Money, Clients, Schedule, Team) or use Search these items to find one row.

Leave the rest

Anything you cannot deal with yet stays in the queue until it is done. It does not need ticking off.

Today, live

Under the queue, Today, live shows a strip for each cleaner with today's cleans on it, updated from the cleaner app as they start and finish. A clean with nobody on it carries an Assign button. When the day is done it says so, and then shows what is Next, tomorrow.

Money

Owed to you
Issued invoices not yet paid.
Ready to invoice
Finished cleans with no invoice yet. Invoice all finished jobs starts an invoice run for them.
Taken this month
Payments recorded against invoices this calendar month.

The week ahead and compliance

The week ahead puts each day's Booked (estimated) hours against the hours your cleaners said they are available, and marks a day Overbooked or with Spare capacity. The compliance card shows your score and the one thing that would lift it most. On a phone, these sit behind Day board, money and the week so the queue comes first.

At the foot, Recent activity is the log of what has happened, folded away. The queue is what needs doing; the activity log and the bell are what has happened.

Common questions

Where did the stats row and Quick actions go?
The dashboard was rebuilt as a queue in October 2026. The money figures are in the Money card, today's cleans are on the live day board, and Quick actions became New in the title bar, which opens quick add from any screen.
The queue is empty. Is something wrong?
No. Nothing is waiting on you. The briefing says so, and the rest of the page still shows today, money and the week.
Can a cleaner see the dashboard?
No. Cleaners open straight into the cleaner app on their phone. The dashboard is for the owner and any supervisor.
What’s next How to use the schedule and dispatch board The dispatch board and the seven other views, dragging a clean onto a cleaner, the sick-call flow for finding cover, the week grid and booking from an empty slot.

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