Account Setup
Employee and Contact Login Help
Video Transcript: If you ever have employees or contacts experience any issues with logging into CleanTelligent, there are a few steps to fix that issue. First, you must check if the user is active. Start by opening the person’s Employee or Contact ...
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 ...
Build a Basic Client Organization Chart
Video Transcript In this video we’re going to go over the purpose of the Client Organization Chart. Similar to the SP Org. Chart, this chart is to establish the visibility users have when they log in to CleanTelligent, but only for contacts of a ...
Create a Module Permission Template
Video Transcript Module Permission Templates are used to keep permissions uniform for multiple employees or contacts, ensuring that people of similar positions have the same access. It also helps you manage costs for HR users. To begin, go to the ...
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 ...
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 ...
Create a Service Location Record
Video Transcript Welcome to CleanTelligent’s instruction guide to manually creating service locations. To begin, hover over the Locations tab and select New Service Location from the drop-down menu. You can also click the Locations tab and click New ...
Create a Client Record
Video Transcript In this video I will show you how to manually create a client record within CleanTelligent. Hover over the Clients tab to bring up the option to create a New Client. You can also click the tab and press the New Client button above ...
Popular Articles
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 ...
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 ...
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 ...
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 ...