Account and billing
Company settings, your plan, security and data, reports and exports, and reaching a person.
Part of Reports and your data
Your account
- How to set your company details The Company tab of Settings: every field, what it changes on your invoices, quotes and client portal, and which settings live on other screens instead.
- How to switch parts of CleanFlo on and off Fourteen parts of CleanFlo you can switch off if your business does not need them. Switching one off hides it for everyone and stops new activity; nothing already recorded is ever deleted.
- How to manage your login, team access and security Your own login rather than your team's. What you can change on the My account tab, how to change your sign-in email, and how a cleaner's password actually gets created.
- How CleanFlo handles your data under GDPR Your data sits in the EU, encrypted, and nothing is deleted when a card fails. This covers how to take a full copy of it, and which parts of UK GDPR stay your clean rather than ours.
Your plan
Reports and data
- How to read your reports What each of the eight Reports tabs answers, how the four fixed date ranges behave, why there are no comparison figures, and what the printed six-section document contains.
- How to export your data Every CSV CleanFlo can produce: the seven from Reports with their headers, the per-screen exports from Clients, Invoicing, Inventory and Equipment, and Settings → Export data for the lot.
- How to record expenses and reimbursements What the business bought, with the receipt and the VAT split, and reimbursing a cleaner who paid for something themselves. Owner-only, and nothing is deleted when the module is off.
Alerts and support
- How notifications and alerts work The bell and the activity feed behind it, the four filter tabs, turning browser push on, what happens when it is blocked, and every event CleanFlo raises automatically.
- How to get help from a person The Support screen inside CleanFlo: the Help Centre signpost and its search, raising a ticket and following the reply, and the live service check that tells you whether the problem is even yours.
Cannot find it?
Every message is read by a person on the CleanFlo team.
