Inspection Setup
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 ...
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 ...
Create a Job Template
Video Transcript In this video we’ll be going over how to manually load and create a job template in CleanTelligent. To begin, go to the Admin tab. In the first section, select Job Templates; then click New Job Template to the right. This screen ...
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 ...