Leads
Capture, search, map, assign, schedule, and convert leads on web or mobile. Add notes, next steps, tags, sources, and appointments without using a separate spreadsheet.
Technicians get My Leads for assigned work. Lead appointments also show on Schedule.
CompanyCam
Connect CompanyCam under Settings → Integrations. Automatically create projects when customers, leads, or jobs change. Sync photos both ways, bring CompanyCam documents into CleanOps, and open a CompanyCam project from its job.
Help documentation is up for this in the Support/Docs page.
Zapier
Connect CleanOps with thousands of apps using 20 triggers, 5 create actions, and 5 searches. Examples: paid invoices to Slack, new customers to Google Sheets, or new jobs to Google Calendar.
Help documentation is up for this in the Support/Docs page.
Also included
- Customers can manage multiple service addresses.
- Clearer Archive, Restore, and Delete tools.
- Users only see actions they can use, and customer document links work better.
- Fixes for recurring jobs, old follow-up reminders, forms, navigation, and iOS reliability.
Update mobile app to CleanOps 1.2.5 (build 78).