All You Need to Know as a New User

All You Need to Know as a New User

Welcome to the Knowledge Base! We've gathered together all of our best help videos to get you started with creating records all the way to your first mobile inspection. Below, you'll find links to the articles that will guide you through the system as a new user of CleanTelligent. They are best if you follow them in order, but feel free to jump to the articles that you want to explore first! To begin, get a feel for the way CleanTelligent is organized by watching our CleanTelligent Overview video. Then you can move on to the more detailed work!

Always start with a good understanding of the organization within your company and the clients. The SP organization chart helps pair your employees to the locations they are in charge of, while the Client organization chart will help you pair contacts with their respective locations. 
  1. Build a Basic Service Provider Organization Chart
  2. Build a Basic Client Organization Chart
Once you understand the organization charts, you can get started with entering in all of your clients, locations, contacts, and employees.
  1. Create a Client Record
  2. Creating a Service Location Record
  3. Create a Contact Record
  4. Creating an Employee/Contractor Record
Now that all of your client and employee records are setup, a final step to being ready for inspections is creating a job template and assigning it to your location(s). Then you can start with your inspections!
  1. Create a Job Template
  2. Perform a Mobile Inspection
After you finish inspections, your system might be set up to turn the results into work orders. Our work order system functions a lot like email.
  1. Work Orders Overview
If you've also purchased access to the Business Intelligence Dashboards, check out these videos. The Dashboards will help you see at a glance how your company stands and where you can improve.
  1. What is Business Intelligence?
  2. What do Business Intelligence Dashboards Tell Me?
  3. What is Visualizer?
We hope that this collection of videos will help you get started on your road to running your company with CleanTelligent! To see more videos, explore the sidebar!!
    • Related Articles

    • Record Cleanup

      It’s really easy for things to get cluttered in CleanTelligent and occasionally you need to clean things up. Whether you’ve lost a client, one of your employees is no longer with your company, or if a location is no longer being serviced you will ...
    • CleanTelligent Overview

      Video Transcript Welcome to CleanTelligent! CleanTelligent can do a lot for your company and understanding how it works is vital. To get started, let’s show you where everything is! Each person’s default view is different, but for most users, when ...
    • Setting Up External Emails in CleanTelligent

      Introduction to External Emails External emails are the best way to connect other work order systems with CleanTelligent. If your clients prefer to submit work orders via email, this functionality is also a good resource for that.  For an even easier ...
    • 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 ...
    • Importing Sublocation Templates

      Video Transcript Sublocation Templates are used to divide locations into segments to help map out larger or complicated buildings. They are best used when repeat area types are seen in buildings, like multiple restrooms or offices where the services ...