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        • Popular Articles

        • Custom Question Templates Overview

          Video Transcript Custom Questions can be used in many parts of the software. Inspections, work orders, and surveys just to start. In this video, we’ll briefly discuss how to set up custom questions. To start, we’ll go to the Admin tab and click ...
        • What Is Business Intelligence?

          Transcript: Understanding your business trends is crucial to managing your operations efficiently and maximizing your profitability. CleanTelligent Business Intelligence Dashboards provide quick, useful insight into your performance. Your dashboards ...
        • Job Schedule Report

          Transcript: This video is to show how to run the Job Schedule Report by Employee/Contractor. Start by clicking on the Reports tab. The Job Schedule Report by Employee/Contractor is located in the Miscellaneous Reports section. Choose your Output ...
        • Create an Employee/Contractor Record

          Video Transcript Welcome! In this video, I’ll show you how to add a new employee to the system. First, hover over the HR tab and select New Employee/Contractor from the drop-down menu. You can also click the HR tab then click New Employee/Contractor ...
        • Build a Basic Service Provider Organization Chart

          Transcript The Service Provider Organization Chart, or SP Org. Chart for short, is one of the most important parts of the CleanTelligent software and is referenced in almost all records, so it’s very important for you to have a solid understanding of ...
        • Recent Articles

        • SP Organization Chart Advanced Use

          This article deals with advanced use cases in the SP Organization Chart. For a simple explanation of the SP Org Chart, see Build a Basic Service Provider Organization Chart Because this gets a bit complicated we have color coded all the examples as ...
        • Email Notifications Triggering Automatic Replies

          Sometimes, people will set an automatic reply on their email account when they are out of office, on vacation, or closed for holidays. This is great most of the time because it sets proper expectations for those trying to reach them. When dealing ...
        • Secondary Service Providers

          What Are They? Secondary Service Providers are a means of having multiple "Doing Business As" identities on one account. For example, if Joe's Cleaning Company does business as both Joe's Cleaning Company and as Cleaning++ then using Secondary ...
        • Mobile App Work Order Action Indicators

          In CleanTelligent Mobile, you will sometimes see colored dots next to your work orders in the inbox. These indicate new and updated work orders. From an Employee User's Inbox When you are logged in as an Employee User, these dots are indicators that ...
        • Inspection Template Types

          What Are Inspection Template Types? A basic inspection will only require one type of template assigned to the service location, the Job Template. This assigns the services to be scored during an inspection. (see Create a Job Template) But the ...