How to create your first cleaning order

Introduction

Creating your first cleaning order in CleanOps is simple. This guide will walk you through the entire process from start to finish.

Step 1: Navigate to the Orders section

From your dashboard, click on the "Orders" tab in the main navigation menu. This will take you to the Orders management page.

Step 2: Click "Create New Order"

In the top right corner of the Orders page, click the blue "Create New Order" button. This will open the order creation form.

Step 3: Fill in client information

In the first section of the form, you'll need to enter your client's information. You can either select an existing client from the dropdown menu or create a new client by clicking "Add New Client".

Step 4: Enter service details

Specify the type of cleaning service, date, time, and expected duration. If you have predefined service packages, you can select one from the list.

Step 5: Assign cleaning team

Assign the appropriate cleaning team or individual staff members to the order. You can also leave this blank if you plan to assign the team later.

Step 6: Add notes and attachments

Include any special instructions, notes, or attachments that might be relevant to the cleaning job. This information will be visible to the assigned cleaning team.

Step 7: Review and confirm

Review all the details of your order. Make sure everything is correct, then click "Create Order" to finalize and save the order in the system.

What happens next?

Once created, the order will appear in your Orders dashboard. From there, you can monitor its status, make changes if needed, and track the progress as it moves through your workflow.