Operations Overview
Manage locations, inventory, vehicles, and quality control from one operations workspace.
Operations Overview
The Operations workspace keeps the physical side of the business together: locations, equipment, supplies, vehicles, maintenance, and quality control. Open More Tools > Operations in the admin sidebar to start on the overview, then use the tabs across the top to move between Locations, Inventory, Vehicles, and Quality.
The overview uses live workspace counts and alerts. It does not insert sample totals when a category is empty. On phones, lists become compact cards; on larger screens, detailed tables remain available with bounded scrolling and sticky headings.
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.
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