Everything you need to get the most out of CleanTrack360. Step-by-step guides for every feature.
Client management, portals, and communication tools.
Add a new client to your account.
Read guideUpdate client contact info or notes.
Read guideExplore client profiles and history.
Read guideGive clients their own dashboard.
Read guideWhat clients see in their portal.
Read guideShare quality results with clients.
Read guideGet up and running with CleanTrack360 quickly.
Step-by-step guide to registering your company on CleanTrack360.
Read guideLearn how your free trial works and how to make the most of it.
Read guideSet up your company profile, logo, and branding after your first login.
Read guideAdd team members so they can start using CleanTrack360.
Read guideCreate your first service location in CleanTrack360.
Read guideLearn how to navigate and use the CleanTrack360 dashboard.
Read guideHow your team can access CleanTrack360 on mobile devices via the Progressive Web App.
Read guideQuality control inspections with photo proof and scoring.
Build a reusable inspection template.
Read guideModify areas, items, or scoring.
Read guideCreate an inspection schedule.
Read guideLink inspection plans to locations.
Read guideComplete walkthrough of the inspection process.
Read guideReview completed inspections.
Read guideCapture and attach photos during inspections.
Read guideHow quality scores are calculated.
Read guideManage your cleaning locations, geofences, and site details.
Step-by-step guide to adding a new service location.
Read guideUpdate location details, contacts, or access instructions.
Read guideHow to view, search, and explore your service locations.
Read guideDeactivate a location while preserving its history.
Read guideCreate a GPS boundary for verified clock-ins.
Read guideImport multiple locations at once from a spreadsheet.
Read guideLink team members to a location for scheduling.
Read guideTrack which supplies are needed at each location.
Read guideVisualize all locations on an interactive map.
Read guideReal-time team messaging and communication.
View and manage quality inspection reports.
Analytics, dashboards, and business performance insights.
Your analytics command center.
Read guideDownload reports in various formats.
Read guideTrack revenue and margins.
Read guideTrack service delivery metrics.
Read guideAnalyze labor utilization and costs.
Read guidePayroll-ready hours and pay data.
Read guideIndividual team member metrics.
Read guidePer-client service analytics.
Read guidePipeline and conversion analytics.
Read guideSales pipeline, proposals, quotes, and CRM features.
Add a sales lead to your pipeline.
Read guideTrack and move leads through your process.
Read guideBuild and send pricing quotes.
Read guideBuild professional proposals.
Read guideDeliver proposals with tracking.
Read guideBuilt-in digital signing.
Read guidePromote a won lead to a client.
Read guideCreate shifts, manage schedules, and dispatch your crew.
Step-by-step schedule creation guide.
Read guideModify time, team, or details.
Read guideBrowse, filter, and review schedules.
Read guideAdd or change team on a schedule.
Read guideAutomate scheduling with repeating shifts.
Read guideMove a shift to a different date or time.
Read guideCancel a shift and notify the team.
Read guideVisual calendar for managing schedules.
Read guideHandle ad-hoc cleaning requests from clients.
Read guideAccount settings, billing, integrations, and preferences.
Update your company information.
Read guideLogo and color customization.
Read guideView and change your plan.
Read guideManage payment and invoices.
Read guideControl what triggers notifications.
Read guideConnect with other tools.
Read guidePassword policies and session control.
Read guideTrack inventory, suppliers, and supply requests.
Build your supply catalog.
Read guideUpdate supply details or pricing.
Read guideRequest supplies for a location.
Read guideReview and approve supply requests.
Read guideDecline a request with a reason.
Read guideTrack vendor contacts and info.
Read guideTrack what's needed at each location.
Read guideAdd team members, assign roles, and manage your workforce.
Step-by-step guide to adding a new team member.
Read guideUpdate contact info, role, or hourly rate.
Read guideSearch, filter, and explore your team roster.
Read guideRemove access while preserving their data.
Read guideImport multiple team members from CSV.
Read guideLink a member to specific service locations.
Read guideComplete guide to what each role can access.
Read guidePIN-based mobile login for field team members.
Read guideHow GPS-verified time tracking works.
Read guideReview, approve, and export time entries.
Read guideTraining materials, certifications, and compliance tracking.
Build training content for your team.
Read guideUpdate training materials.
Read guideAssign training by role or individually.
Read guideThe team member's training experience.
Read guideVerify understanding with quizzes.
Read guideMonitor team training progress.
Read guide