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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 ...
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 ...
Create a Contact Record
Video Transcript Welcome to the guide on how to manually create a Contact record in CleanTelligent. To start, hover over the Contacts tab and click New Contact. You can also click the Contacts tab and select New Contact to the right above the results ...
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 ...
SP Info Overview
What is SP Info? SP Info is short for Service Provider Information. This is where your cleaning company's main phone number and address are stored as well as several system-wide settings can be found for CleanTelligent. Where do you find SP Info? You ...
Completing Saved Inspections on the Mobile App
What is a Saved Inspection? A Saved Inspection is any inspection you performed on your mobile device that was not fully uploaded to CleanTelligent servers. It could be that you didn't have an internet connection when you completed the inspection. It ...
FAQ: Inspection Users
Q: How do I perform an inspection on the app? A: Follow the instructions in our guide Perform a Mobile Inspection Q: How do I perform an inspection on the website? A: Follow the instructions in our guide Perform a Web Inspection Q: What reports can I ...
Filing Type Tracking by Month Report
In this article, we go over the Filing Type Tracking by Month report within CleanTelligent. As a pre-requisite to this article, please check out the article Using Filing Types The Filing Type Tracking by Month report is used to track what filing ...