Documentation
User Guide
Everything you need to get the most out of CleanTrack360. Step-by-step guides for every feature.
Clients
Client management, portals, and communication tools.
How to Create a Client
Add a new client to your account.
Read guideHow to Edit a Client
Update client contact info or notes.
Read guideViewing Client Details
Explore client profiles and history.
Read guideInviting Clients to the Client Portal
Give clients their own dashboard.
Read guideHow the Client Portal Works
What clients see in their portal.
Read guideSharing Inspection Reports with Clients
Share quality results with clients.
Read guideGetting Started
Get up and running with CleanTrack360 quickly.
Creating Your CleanTrack360 Account
Step-by-step guide to registering your company on CleanTrack360.
Read guideActivating Your Free Trial
Learn how your free trial works and how to make the most of it.
Read guideInitial Setup: Company Profile & Branding
Set up your company profile, logo, and branding after your first login.
Read guideInviting Your First Team Members
Add team members so they can start using CleanTrack360.
Read guideAdding Your First Client Location
Create your first service location in CleanTrack360.
Read guideUnderstanding the Dashboard
Learn how to navigate and use the CleanTrack360 dashboard.
Read guideAccessing CleanTrack360 on Mobile
How your team can use CleanTrack360 on their mobile devices.
Read guideInspections
Quality control inspections with photo proof and scoring.
Creating an Inspection Template
Build a reusable inspection template.
Read guideEditing Inspection Templates
Modify areas, items, or scoring.
Read guideSetting Up an Inspection Plan
Create an inspection schedule.
Read guideAssigning Inspection Plans to Locations
Link inspection plans to locations.
Read guideConducting an Inspection
Complete walkthrough of the inspection process.
Read guideViewing Inspection Results & Reports
Review completed inspections.
Read guideAdding Photo Evidence to Inspections
Capture and attach photos during inspections.
Read guideUnderstanding Inspection Scoring
How quality scores are calculated.
Read guideLocations
Manage your cleaning locations, geofences, and site details.
How to Create a Location
Step-by-step guide to adding a new service location.
Read guideHow to Edit a Location
Update location details, contacts, or access instructions.
Read guideViewing Location Details
How to view, search, and explore your service locations.
Read guideHow to Deactivate a Location
Deactivate a location while preserving its history.
Read guideSetting Up GPS Geofencing
Create a GPS boundary for verified clock-ins.
Read guideBatch Importing Locations from CSV
Import multiple locations at once from a spreadsheet.
Read guideAssigning Team Members to a Location
Link team members to a location for scheduling.
Read guideLinking Supplies to a Location
Track which supplies are needed at each location.
Read guideUsing the Live Operations Map
Visualize all locations on an interactive map.
Read guideMessages
Real-time team messaging and communication.
Creating a Messaging Channel
Set up team communication channels.
Read guideSending Messages to Your Team
Send messages and announcements.
Read guideSharing Photos & Files in Messages
Attach photos and documents to messages.
Read guideUsing Location-Based Channels
Auto-created channels per location.
Read guideQuality Reports
View and manage quality inspection reports.
Reports & Analytics
Analytics, dashboards, and business performance insights.
Reports Dashboard Overview
Your analytics command center.
Read guideExporting Reports (CSV & PDF)
Download reports in various formats.
Read guideFinancial Reports: Revenue & Profitability
Track revenue and margins.
Read guideOperations Reports: Service Completion
Track service delivery metrics.
Read guideLabor Efficiency Reports
Analyze labor utilization and costs.
Read guidePayroll Summary Report
Payroll-ready hours and pay data.
Read guideStaff Performance Reports
Individual team member metrics.
Read guideClient-Level Service Reports
Per-client service analytics.
Read guideSales & Pipeline Reports
Pipeline and conversion analytics.
Read guideSales & CRM
Sales pipeline, proposals, quotes, and CRM features.
Adding a New Lead
Add a sales lead to your pipeline.
Read guideManaging the Sales Pipeline
Track and move leads through your process.
Read guideCreating a Pricing Quote
Build and send pricing quotes.
Read guideCreating a Cleaning Proposal
Build professional proposals.
Read guideSending a Proposal to a Lead
Deliver proposals with tracking.
Read guideDigital Proposal Signatures
Built-in digital signing.
Read guideConverting a Lead to a Client
Promote a won lead to a client.
Read guideScheduling
Create shifts, manage schedules, and dispatch your crew.
How to Create a Schedule
Step-by-step schedule creation guide.
Read guideHow to Edit a Schedule
Modify time, team, or details.
Read guideViewing All Schedules
Browse, filter, and review schedules.
Read guideAssigning Team Members to a Schedule
Add or change team on a schedule.
Read guideSetting Up Recurring Schedules
Automate scheduling with repeating shifts.
Read guideHow to Reschedule a Shift
Move a shift to a different date or time.
Read guideHow to Cancel a Schedule
Cancel a shift and notify the team.
Read guideUsing the Scheduling Calendar
Visual calendar for managing schedules.
Read guideManaging Requested Work Orders
Handle ad-hoc cleaning requests from clients.
Read guideSettings
Account settings, billing, integrations, and preferences.
Company Profile Settings
Update your company information.
Read guideCustomizing Your Brand
Logo and color customization.
Read guideManaging Your Subscription Plan
View and change your plan.
Read guideBilling & Payment Methods
Manage payment and invoices.
Read guideConfiguring Notification Rules
Control what triggers notifications.
Read guideThird-Party Integrations
Connect with other tools.
Read guideSecurity & Session Settings
Password policies and session control.
Read guideSupplies
Track inventory, suppliers, and supply requests.
Adding Supply Items to the Catalog
Build your supply catalog.
Read guideEditing Supply Items
Update supply details or pricing.
Read guideCreating a Supply Request
Request supplies for a location.
Read guideApproving Supply Requests
Review and approve supply requests.
Read guideRejecting a Supply Request
Decline a request with a reason.
Read guideManaging Suppliers
Track vendor contacts and info.
Read guideAssigning Supplies to Locations
Track what's needed at each location.
Read guideTeam Management
Add team members, assign roles, and manage your workforce.
How to Add a Team Member
Step-by-step guide to adding a new team member.
Read guideHow to Edit a Team Member Profile
Update contact info, role, or hourly rate.
Read guideViewing Team Member Details
Search, filter, and explore your team roster.
Read guideHow to Deactivate a Team Member
Remove access while preserving their data.
Read guideBatch Importing Team Members
Import multiple team members from CSV.
Read guideAssigning Locations to a Team Member
Link a member to specific service locations.
Read guideUnderstanding User Roles & Permissions
Complete guide to what each role can access.
Read guideUnderstanding Security PINs & Location Access
How to manage and use Security PINs to unlock location details.
Read guideClocking In & Out (GPS Verified)
How GPS-verified time tracking works.
Read guideViewing & Managing Time Tracking Records
Review, approve, and export time entries.
Read guideTraining
Training materials, quizzes, and completion tracking.
Creating Training Materials
Build training content for your team.
Read guideEditing Training Content
Update training materials.
Read guideAssigning Training to Roles or Members
Assign training by role or individually.
Read guideHow Employees View Training Content
The team member's training experience.
Read guideAdding Quizzes to Training Modules
Verify understanding with quizzes.
Read guideTracking Training Completions
Monitor team training progress.
Read guideCan't find what you need?
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