Operations Overview
Manage your daily operations — schedule, dispatch, jobs, and invoicing.
Operations Overview
The Operations section gives you everything you need to run your business day to day. From scheduling crews to collecting payment, it all lives here. Open More > Operations in the admin sidebar to jump in. CleanEstimate Pro lands you on Locations first, and the tabs across the top let you switch between Locations, Inventory & Equipment, Vehicles, and Quality Control.
What Operations Covers
Schedule and Dispatch
View your daily job calendar. Assign crews to jobs. Send ETA notifications to customers. Toggle between day and week views to plan ahead.
Learn more about Schedule and Dispatch.
Route Management
Optimize the order of jobs for each crew. Minimize drive time. See routes on a map.
Learn more about Route Management.
Jobs
Track every job from the moment it is scheduled through completion. Update statuses, add notes, and attach photos.
Learn more about Managing Jobs.
Recurring Templates
Build repeat service contracts that automatically generate future jobs. Use these for quarterly, monthly, or seasonal work that should stay on a schedule without being recreated every time.
Learn more about Recurring Job Templates.
Invoices and Payments
Create invoices, send them by email or SMS, and accept online payments through Stripe. Track which invoices are paid, pending, or overdue.
Learn more about Invoices and Payments.
Inventory
Track your equipment, chemicals, and supplies. Get alerts when stock runs low. Create purchase orders to restock.
Learn more about Inventory Management.
Locations
Manage your warehouses, offices, and storage locations. See what inventory is stored at each site.
Quality Control
Build inspection checklists for your crews. Review quality reports after each job. Track callbacks and rework.
Learn more about Quality Control.
Vehicles
Track your fleet of trucks and vans. Log maintenance and assign vehicles to crews. Vehicle management is handled within the Operations section at Operations > Vehicles.
Getting Started
Most operations workflows start with an accepted estimate. When a customer signs a proposal, CleanEstimate Pro automatically creates a job. From there you schedule it, assign a crew, complete the work, and send an invoice.
- A customer accepts an estimate.
- A job is created automatically.
- You schedule the job and assign a crew.
- The crew completes the work and updates the status.
- An invoice is generated and sent to the customer.
- The customer pays online through Stripe.
Who Uses Operations
- Owners and Managers have full access to all operations features.
- Crew Leads can view their assigned jobs, update statuses, and submit quality reports.
- Sales Reps can view job statuses but cannot modify schedules or invoices.
Next Steps
Start with the Schedule and Dispatch guide to learn how to manage your daily calendar.
Was this article helpful?
Still need help? Contact support