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.

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.

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.

Learn more about Locations.

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.

1. A customer accepts an estimate.
2. A job is created automatically.
3. You schedule the job and assign a crew.
4. The crew completes the work and updates the status.
5. An invoice is generated and sent to the customer.
6. 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.