Documentation · Phoenix Framework

Customers & Quotes

Customers

Create a customer

Add a customer with their contact details and one or more addresses.

customers contacts addresses getting started

Leads

Create a lead

Add a prospective customer with contact details, an address, source, assignee, tags, and notes.

leads prospects sales assignment tags

Quotes

Create, send, and convert a lead estimate

Create a lead estimate, review and send it, manage its public link, and convert it to a customer quote.

leads estimates quotes pricing public links conversion

Create a quote

Build a priced quote for a customer with one or more service line items, discounts, and tax.

quotes estimates pricing line items service pricing

Configure quote waivers, disclaimers, and signature defaults

Set the default waiver, disclaimer, and customer-signature requirements for new quotes.

quotes waivers disclaimers signatures legal agreements

Draw a service area on the map

Trace a property on a satellite map to auto-calculate its square footage for a service line.

area square footage map polygon measurement service pricing

Send, accept & convert a quote

Send a quote to your customer, track its status, get the PDF, and turn an approved quote into a job or maintenance plan.

quotes send approve convert job maintenance plan pdf status

Service Requests

Handle a service request

Review a customer's service request, then accept it, decline it, change its status, turn it into a quote, or archive it.

service requests requests approve decline convert to quote jobs

Jobs & Scheduling

Jobs

Manage a job

Open a job, edit its details and services, move it through its statuses, track time, and manage its notes, photos, reminders, and expenses.

jobs status clock in time tracking notes archive reminders

Maintenance Plans

Manage a maintenance plan

Turn an approved package quote into a recurring maintenance plan, then pause, edit, or cancel it as the work changes.

maintenance plans recurring packages billing subscriptions

Scheduler

Schedule a job

Put a job on the calendar from the Job Schedule, assign a technician, set up a repeating series, and manage the schedule with views and filters.

jobs scheduler calendar recurrence repeat technician series

Schedule and manage a recurring job

Build a daily, weekly, or monthly job series, preview every date, and manage one occurrence or the whole series.

jobs scheduler recurrence repeat series calendar

Billing

Expenses

Log an expense

Record a business expense — general or tied to a job — with a receipt or photos attached.

expenses receipts costs categories job expenses

Invoices

Create and send an invoice

Build an invoice from scratch, a job, or an approved quote — then send it, track its status, and download the PDF.

invoices billing payments send pdf payment link

Enable invoice tips

Turn on gratuities, set your suggested percentages, and see where tips appear once a customer pays.

tips gratuity invoices payments settings brand

Add a tip to an invoice

How customers add a gratuity — a suggested percentage, a custom amount, or none — when they pay an invoice.

tips gratuity invoices payments customer

Team

Employees

Invite an employee

Invite a team member by email, choose their role, and manage the invitation until they join.

employees team invite roles permissions

Marketing

Campaigns

Send a one-time campaign

Build and send a single email and/or in-app message to a chosen audience with the campaign wizard.

campaigns marketing email in-app one-time send

Build an automation campaign

Create a trigger-based email and/or in-app automation, review its content, and manage its lifecycle.

campaigns marketing automation email in-app triggers

Promo Codes

Create a promo code

Create percentage and fixed-amount discounts, set redemption rules, and manage promo-code lifecycle states.

promo codes discounts marketing quotes invoices

Reviews

Set up the Review Redirect

Send customers to your own Google, Yelp, or Facebook review page after they pay or when a job is completed.

reviews google reviews yelp facebook review redirect brand settings automations

Segments

Create a segment

Build a saved, auto-updating group of customers or leads to target with marketing campaigns.

segments marketing audience customers leads targeting

Templates

Create a marketing template

Build a reusable marketing email template, preview personalization, and publish it for campaigns.

templates marketing email merge tags campaigns

Settings

Public Forms

Create and share a public intake form

Build a branded form, publish it by embed, link, or QR code, and process the responses.

public forms intake forms leads estimate requests submissions

Review and approve form submissions

Review new-customer requests, correct contact details, make a decision, and find every submission afterward.

public forms submissions review queue customers approvals

Integrations

CompanyCam

Connect CompanyCam

Link your CompanyCam account so job photos and documents sync between CleanOps and CompanyCam.

companycam integrations photos sync getting started

Choose what syncs to CompanyCam

Pick which events create a CompanyCam project and whether projects are grouped by job or by customer.

companycam integrations sync settings projects

Sync a job's photos to CompanyCam

Push job photos to CompanyCam — all eligible records at once, or one job from its Actions menu.

companycam integrations sync photos jobs

View CompanyCam photos

See photos synced from CompanyCam on a job and open the full project in CompanyCam.

companycam integrations photos jobs

Disconnect CompanyCam

Unlink your CompanyCam account to stop syncing photos and projects.

companycam integrations disconnect settings

Zapier

Connect CleanOps to Zapier

Connect your CleanOps account to Zapier so events in CleanOps can automate thousands of other apps.

zapier integrations automation webhooks getting started

Post paid invoices to Slack with Zapier

Build a Zap that posts a Slack message every time an invoice is marked paid in CleanOps.

zapier slack invoices automation notifications

Add new customers to a Google Sheet with Zapier

Build a Zap that appends a row to a Google Sheet every time a new customer is created in CleanOps.

zapier google sheets customers automation spreadsheet

Put new jobs on a calendar with Zapier

Build a Zap that creates a Google Calendar event every time a new job is scheduled in CleanOps.

zapier google calendar jobs scheduling automation