User Manual

A complete step-by-step guide for new employees and managers — from your first login through every feature in the system. Download the full PDF and keep it on hand.

Complete User Guide

17 chapters · PDF format · 2026 edition

What's Inside

1Getting started, account setup & language toggle (EN/ES)
2Requesting a quote (free & full quote)
3Client Portal — facilities, requests, inspections, surveys, billing
4Field App — shifts, tasks, problems, supplies, training
5Supervisor tools — issues & inspections
6Sales Command Center, Lead Finder, Lead Gen Hub & Bid Builder
7Management Decision Center — KPIs & AI analyst
8Client Pulse Dashboard — satisfaction & contract renewals
9Contractor management — onboarding, MN legal compliance, billing portal, 1099s & trends
10Billing & Accounting — invoices, cleaning-specific fields, contractor billing review, expenses, reports
11QA Command Center — quality overview, problem areas, facility ranking & corrective actions
12Admin panel — sites, team, clients, knowledge base
13Today Dashboard — unified daily view
14Supply inventory tracker — stock & alerts
15Project gallery — before & after showcase
16AI assistant — in-app contextual guidance
17Mobile experience — pull-to-refresh, bottom sheets, transitions