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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 ...
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 ...
Perform a Mobile Inspection
Video Transcript Most inspections are done on-site, which means you’ll be using the mobile app. Here’s how to use the app to perform an inspection. When you first log in to the mobile app, tap on the clipboard icon to do an inspection. You may want ...
Giving an Employee or Contact Access to CleanTelligent
Video Transcript Employees and contacts can be given access to CleanTelligent by activating their User Information. First, they’ll need an active record. See our article about how to create an Employee record or a Contact record before watching this ...
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 ...
Manage Upload Files
What Is It Manage Upload Files is a tool where you can review all the files that have been uploaded to your CleanTelligent system from various sources like work orders, inspections, the uploaded files section of the service location records, or even ...
Assigning or Unassigning a Job Template
Job Templates are needed to perform inspections. After creating or loading your Job Template, the final step is to assign it to a Service Location. Assigning Job Templates Assigning a Job Template from the Job Template List From the Admin page, click ...
Custom Rating Templates
What Are They? Rating templates are used with Job Templates. They are what allow you to rate how well any given service has been performed and lets you know where improvements are needed. Custom Rating Templates then are rating templates that you ...
Editing a Job Template
Job Templates can be edited in two different ways. You can edit services one-by-one or by using the Mass Edit tool. Just remember that as you edit a Job Template, it will affect all locations the job template is assigned to. Elements being added to a ...