Help Articles
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How to create your first alarm installation order
Learn the step-by-step process to create and manage your first alarm system installation order.
Orders Management•June 12, 2023
Setting up automated installation and service reminders
Configure automated SMS and email reminders for your upcoming installations and service calls.
Calendar & Scheduling•May 28, 2023
Importing your customer list
Follow this guide to import your existing customer database into CleanOps CRM.
CRM•July 5, 2023
Creating and managing technician teams
Set up teams, assign roles, and manage your alarm installation and service technicians effectively.
Getting Started•April 18, 2023
Integrating with payment processors
Connect your preferred payment processor to automate billing and payments.
Billing & Account•June 30, 2023
Using sequence templates for follow-ups
Learn how to use and customize our pre-built sequence templates.
Sequences•July 10, 2023
Effective customer communication strategies
Best practices for communicating with your alarm system clients.
CRM•May 15, 2023
Setting up recurring maintenance visits
Create and manage recurring maintenance and service visits for your alarm system clients.
Calendar & Scheduling•June 22, 2023