Easy Setup Guide

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Six easy steps to achieve optimal efficiency with our Cleaners App

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Getting Started

1. General Settings

Get started by configuring your General Settings, which include Company settings, Invoices, Quotes, and Accounting Software Integration.

Company Settings
Begin by setting up your Company Details. Click the Settings Cog in the top right corner of your Cleaners App Web Portal and select the Company Profile tab. Add details like your Company Business Number, Full Address, and Contact Details. Save any changes.

Next, choose Logo & Colour from the Company Profile tab. Add your company logo and select the main theme colour for your Cleaners App Web Portal, App, and Reports.

Invoice Settings
Access Invoice Settings by clicking the Settings Cog and selecting the Accounts tab, then Invoices. Create Invoice Payment Terms & Conditions, Invoice Defaults, PDF Options, Payment Terms, and set up automated Outstanding Invoice Reminders.

Quote Settings
Find Quote Settings by clicking the Settings Cog, selecting Accounts, and then Quotes. Create Quote Terms & Conditions, Quote Expiry Periods, Quote PDF Options, and set up automated Quote Reminders.

Accounting Software Integration
Integrate your Accounting Software with the Cleaners App, which currently supports two-way integrations with Xero and Quickbooks. This eliminates double handling of Contact details, Quoting, and Invoicing.

To integrate, click the Settings Cog, select the Integrate tab, and then click on Accounting Software. Choose the relevant software and log in to complete the integration. Syncing may take a few minutes.

Getting Organised

2. Users and Groups

Organize your team by setting up Users and User Groups in the Cleaners App.

A Cleaners App User is anyone in your business needing access to the app, including Admin or Office Staff and Inspectors in the field.

Add a new User by selecting Users in the menu across the top of your Cleaners App Web Portal, then click on New User. Enter the User's details, choose their role (Field Agent, Admin, Portal User), and create unique login credentials.

After creating a User, you'll be directed to their User Profile where you can adjust permissions, controlling what they can see in the app.

User Groups
Create User Groups to categorize your team, such as General Inspectors, Specialized Inspectors, or Admin team. Assign specific permissions to each group as needed. To create User Groups, select Users in the menu at the top of your Cleaners App Web Portal, then click on Groups.

Data & Resources

3. CRM Contacts and Resources

Creating a Contact in your CRM
Quickly create a contact in your CRM by selecting CRM from the menu at the top of your Cleaners App Web Portal and clicking on Contacts. Fill out the contact details and save, ensuring to add as much information as possible for future convenience.

Resources (Document Management)
Replace paper clutter with digital folders using the Cleaners App Resources. Store and access important documents like company manuals, inspection checklists, safety guidelines, and industry-specific materials. View resources by selecting Resources from the menu at the top of your Web Portal and clicking on "View Resources."
To add new resources, click on "New Resource."

Edit Your Way

4. Drag & Drop Reports

One of the standout features of the Cleaners App is the ability to fully customize reports to suit your specific needs.

Easily make changes to forms by selecting Forms from the menu at the top of your Cleaners App Web Portal and clicking on View Form Templates. This will display all form templates available in your account.To edit a form template, click on its name and scroll to the bottom of the Form Details page.

Click the blue Edit Form Fields button, and you'll be taken directly to the Form Builder.
This powerful feature allows you to tailor reports to your exact requirements, streamlining your process and enhancing your professional image.

Simplify Your Jobs

5. Job Type Templates

Job Type Templates are an incredibly efficient feature that simplifies job creation for different services you provide to clients. We've preloaded templates for you, but you can always customize existing ones or create new ones.

To access Job Type Templates, select Jobs from the menu at the top of your Cleaners App Web Portal and click on Job Type Templates. This will display a list of templates we've created for you.

Click on a template to view its contents. On the Job Details page, you can add a title, brief description, and attach any forms relevant to that service. Explore the Job Status Updates and Future Reminders tabs to customize automated communications for each job. Edit the text or disable messages as needed.

The Cleaners App Automated Assistants are like having an entire support team behind you, handling day-to-day tasks while you focus on growing your business. Your clients will appreciate the seamless communication and organization!

Launch Activated

6. Activate Account

Activate Your Cleaners App AccountThe final step is to activate your Cleaners App account. Click on the Settings Cog in the top right corner of your Web Portal, select Company Profile, and then Payment Details.

Enter your payment information, and you're all set. Our Customer Success Managers are always available to assist with this step, so feel free to call or email us. You'll still enjoy the remainder of your free trial period, and the first monthly payment will be processed after the 14-day trial ends.

Experience unlimited access to your comprehensive business solution without any lock-in contracts!

Frequently Asked Questions

How long will it take to set up my Cleaners App account?

Most of the setup in your account has already been done for you. You only need to follow the steps provided in the guide, which may take you about 10 minutes.

What devices are compatible with the Cleaners App?

The Cleaners App is optimized for both Apple and Android devices.

What will my account look like when I open it up?

Our Cleaners App team has spent countless hours setting up the Solution so that it is ready for you to start using straight away. All of the forms, checklists, resources, and job type communications are there and ready to use immediately.

Is there technical support available?

Yes, our Technical Support Team is available for you to reach out to at any time.You can raise a Support Ticket through the help menu in your App or in the Web Portal through a Support Ticket. The User Guide also provides self-help suggestions, as does our YouTube channel with a wealth of handy videos.

How do I edit the form templates?

Simply edit forms through the form templates on the Management Portal > Forms > View form templates and select Edit on the form that you would like to make changes to (> Edit form). Make your changes. Ensure that you Save and Deploy your changes to have them available the next time you start a new form.

How do I follow up with completed jobs?

To review and edit these on the Management Portal > Jobs > Job Type Templates.

How do I get more help about using the Cleaners App?

When you sign up, we provide the option for a free, personalized 30-minute virtual walk-through demonstration with one of our friendly team members. They will give you a brief overview of the platform and understand your main challenges and goals. We also have lots of self-help tools and videos available in the Management Portal and App through the User Guide. If you would like further company training, our Professional Services Team offer Training Packages for you and your team to help you make the most of the benefits of the Cleaners App powered by Formtize.

What is the difference between Formitize and the Cleaning App?

Formitize is the foundation platform that powers the solution, like the engine of a car. Formitize is a proven business solution with thousands of users all over the world. The Cleaners App is a focused solution built on top of the Formitize platform with all of the customized features, forms, reports, job templates, user groups, CRM Fields and more all optimised and ready to go specifically for the Cleaning Industry.

What is the financial commitment?

The standard Formitize Platform is charged at $29.99 per user per month (a user is any person accessing the platform). 

The Cleaners Pack is just an additional $19.99 per business per month. The Cleaners Pack includes everything you need to run a successful Cleaning business, all set up and ready to go including Job Templates, Automated Reminders & Communications, Online Agreements, the complete Cleaners Reporting suite, User Groups and more. Everything you need, all in one place and all ready to go!

How many users can I have on my account and how much do I pay per license?

You can have as many users on your account as you need. Each user is just $29.99 per month.

Do I need to have technical experience to successfully use the Cleaners App?

No, the Cleaners App was designed to be simple and intuitive. If you can use a smartphone, you can use the Cleaners App.

Are there any self-help tools available for me to learn more?

Yes, our User Guide is available and includes tutorial videos that can help get you back on track. Our Formitize YouTube channel is another popular resource for users, and we also have a range of help videos within the portal that refer to the specific page that you are on to help you further.

How do I add my bank details to my invoices?

You can add your bank details into your account for them to appear on your Invoices.
Simply go to Management Portal > Settings cog > Accounts > Invoices.

How do I change the communication on the job type?

To make changes to the communication, visit Jobs > Job Type Templates > Edit (Job Status updates and Future Reminders).
Be sure to Save each communication change that you make.

How do I see all my unpaid invoices?

It's never been easier to see outstanding invoices. In the Management Portal CRM > Accounts > Invoices and filter your search to 'unpaid invoices.'
In the App > Accounts > Invoices > Unpaid

How do I get started?

We suggest you book a free demo so we can show you around and answer any questions. Alternatively, if you want to dive right in, you can start your free 14-day trial now.

Empower You Cleaning Business to Shine!

Start your free trial today and experience the power of the Cleaners App!

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