Clients and portal
Client records, the sites you clean, and the portal your clients log in to.
Part of The full client CRM
Clients
- How to add a client The Clients screen, the Add new client sheet field by field, the seven quick-reference tags your cleaners see, and the portal settings you can switch on while you are there.
- How to edit or remove a client The client page, its rail of everything about the record, the Locations/Activity/Invoices/Complaints/Property issues tabs, the Edit client drawer, and what deleting a client actually removes compared with marking them inactive.
- How to give clients portal access Give a client a link and a PIN and they can see their own cleans without ringing you. Three visibility levels decide how much, and they can ask for a clean through it if you let them.
Sites and access
- How to add locations and properties A client is who pays; a location is where the work happens. Adding sites, the four cleaning statuses they carry, and the map pin that lets CleanFlo check a clean started at the right address.
- How to use the locations map Every property on one map, coloured by the client it belongs to and iconed by what kind of place it is, with the same register beside it so the map is a way to browse, not a decoration next to one.
- How to store key safe and alarm codes A key safe or alarm code, stored encrypted rather than typed into a notes field: an owner adds or rotates it from the Keys & access panel, and it is shown, never displayed, to only an owner or the cleaner booked at that address today. Every reveal is logged, who, when and from which job, with the last twenty on the panel itself. A code past its rotation window gets the company's owners one reminder each morning until it is changed. A supervisor can see the list and the log but cannot act on either.
- How to report and track property issues What a cleaner reports when something is wrong with the property, not the clean: damage, a repair needed, something missing, supplies running low or a safety concern. Two taps from the active job, a photo if there is one, and it works offline. High severity emails the owner today; low and medium reach your own admins and wait for you. The admin panel resolves it, closes it, or books the repair as a job.
Cannot find it?
Every message is read by a person on the CleanFlo team.
