Advanced
Custom Reports for Mobile Surveys
Mobile surveys, if they generate work orders, display answers in reports like Message History or Work Order reports. However, these reports don't break down question-answer relationships. For detailed analysis, consider creating a custom report using ...
SP Organization Chart Advanced Use
This article deals with advanced use cases in the SP Organization Chart. For a simple explanation of the SP Org Chart, see Build a Basic Service Provider Organization Chart Because this gets a bit complicated we have color coded all the examples as ...
Secondary Service Providers
What Are They? Secondary Service Providers are a means of having multiple "Doing Business As" identities on one account. For example, if Joe's Cleaning Company does business as both Joe's Cleaning Company and as Cleaning++ then using Secondary ...
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 ...
Setting Up External Emails in CleanTelligent
Generate Work Orders from Emails in CleanTelligent External emails allow you to connect 3rd party work order systems with CleanTelligent or submit work orders via email. External email setup involves combining several parts of CleanTelligent's ...
Intro to Visualizer (Webinar)
Watch our webinar from March 21, 2019 demonstrating how to get started with Visualizer in your custom dashboards. We walk through how to create new reports and how to clone and edit dashboards.
What is Visualizer?
Transcript: If you’d like to be able to view dashboards with data you want to see, you can now build your own dashboards using Visualizer. With this tool, you’ll be able to create custom dashlets and dashboards using the data you care most about, in ...
Send a Text Message Notification
Transcript: To create notifications to be sent to a mobile device via text, you will need to know your cell phone service’s mobile domain for email. Once you know the domain, simply set up the email notifications but mark the SMS option. The email ...
Client Surveys
Transcript: In this video, I am going to explain client surveys. For a client to take a survey, you should first create a Custom Question Template and mark it as a Client Survey in the View Under section. Assign that template to the correct service ...
Create a Sublocation/Section Template
Video Transcript Sublocation Templates are used to map out and divide a location into segments. They help you break up a location, so your job templates don’t have to be long and detailed. Most commonly, Sublocations are floors and sections are rooms ...
Change Language Settings in Firefox
Transcript: Changing the preferred language on your web browser will differ depending on which browser you use. We will be covering how to change the default language in Google Chrome and Mozilla Firefox. To change the language settings in Firefox, ...
Change Language Settings in Chrome
Transcript: Changing the preferred language on your web browser will differ depending on which browser you use. We will be covering how to change the default language in Google Chrome and Mozilla Firefox. To change the language settings in Chrome, ...
Scheduled Items
Transcript: In this video, I will explain scheduled items. Scheduled items are used for the job scheduling module. They are items that are often used or needed in a template format. To create a scheduled item, go to the Admin tab and the Scheduling ...
Report Writer
Transcript: Today we will go over how to create a custom report in Report Writer. The reports will always be viewed in Microsoft Excel. To start, go to the Admin tab and click Configuration. Then under Job Configuration, click Report Writer. Click ...
Using Filing Types
Video Transcript Filing types are a way for you to track work orders primarily as they are worked on and after they are closed. Filing Types are different from Message Types. While Message Types are chosen at the creation of a work order to assist in ...
Create a Sublocation Service Assignment Template
What is a Sublocation/Service Assignment Template? Sublocation Service Assignment templates, or SSA Templates, are a great way to segment a large building into manageable pieces and make inspections in large buildings go a lot faster. With an SSA ...
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 ...