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Find answers to your questions and learn how to get the most out of CleanOps
Browse by category
Getting Started
Learn the basics of CleanOps and set up your account
CRM
Manage your customers and nurture relationships
Orders Management
Create, track, and manage your alarm installation and service orders
Calendar & Scheduling
Schedule installations and service calls, and manage your technician teams
Sequences
Set up automated communications with customers
Billing & Account
Manage your subscription and account settings
Video Tutorials
Watch step-by-step video guides to get the most out of CleanOps
Adding a Client
CRM
Learn how to add new clients to your CleanOps CRM system.
Adding a Contact
CRM
Add individual contacts to your existing clients.
Creating a Site
CRM
Create and manage sites for your clients.
Scheduling a Task
Calendar
Learn how to schedule and manage tasks effectively.
Time Tracking
Calendar
Master time tracking features in CleanOps.
Mobile App
Getting Started
Use CleanOps mobile app for field service management.
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