Sign in to your admin dashboard or customer portal.

1. 1Go to /login.
2. 2Enter your email and password.
3. 3Click 'Sign in' — admins go to the dashboard, customers go to their portal.

Create a new account — for customers joining online or team members getting access.

1. 1Go to /register.
2. 2Enter your name, email, and choose a password.
3. 3Follow any verification steps.
4. 4New team members must be invited by an admin.

The customer portal home — customers see their next clean, balance, and quick actions.

1. 1Customers log in at /portal after signing up.
2. 2They see their next clean date, outstanding balance, and recent activity.
3. 3Quick action buttons let them book, pay, refer a friend, or contact support.

The public door sign-up page — where canvassers or customers start a new booking.

1. 1Click the pink 'Door sign-up' button in the top navigation, or go to /join.
2. 2Choose a service and frequency.
3. 3Enter customer contact details and address.
4. 4Choose payment method (pay as you go or subscription).

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

Ask questions about your business data in plain English and get instant answers.

1. 1Click 'Assistant' in the top navigation.
2. 2Type your question in the chat box (e.g. 'How many customers do I have?').
3. 3Press send — the assistant will answer using your live data.

See and manage today's cleaning jobs, mark them done, and take payments on the doorstep.

1. 1Click 'Rounds & jobs' then 'Worksheet' in the top menu.
2. 2You'll see today's list of jobs with customer name, address, and price.
3. 3Tick a job to mark it as cleaned.
4. 4Use the payment button next to each job to request or take payment.

View your week ahead — every job across all rounds, day by day.

1. 1Go to 'Rounds & jobs' then 'Weekly schedule'.
2. 2Browse the calendar to see which jobs are booked each day.
3. 3Click a day to see its full job list.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

Track your vehicles, mileage, and fuel expenses.

1. 1Go to 'Rounds & jobs' then 'Vehicles & mileage'.
2. 2Add a vehicle with its name and registration.
3. 3Log mileage entries — the system can estimate distances between jobs.

Work out how much chemical and water to mix for any dilution ratio.

1. 1Open 'Rounds & jobs' then 'Chemical calculator'.
2. 2Enter your tank size, stock strength, and target strength (or ratio).
3. 3The calculator shows exactly how many litres of chemical and water to use.
4. 4Save a mix to use again next time.

Your full customer list — search, view, edit, and manage every account.

1. 1Click 'Customers' in the top menu.
2. 2Use the search bar to find a customer by name, address, or phone.
3. 3Click a customer to view their full details, job history, and payments.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

Support tickets raised by customers through the portal.

1. 1Go to 'Customers' then 'Support tickets'.
2. 2Open a ticket to read the customer's message.
3. 3Reply directly — the customer sees your response in their portal.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

Photos of customer properties — for finding the house and tracking condition.

1. 1Open 'Customers' then 'Customer photos'.
2. 2Browse or search for a property by customer name.
3. 3Click a photo to add notes or priority flags.

Set up the automatic 'on my way' and 'just cleaned' text messages sent to customers.

1. 1Open 'Customers' then 'Arrival messages'.
2. 2Edit the wording for your 'nearby', 'arrived', and 'left' messages.
3. 3Toggle which messages are sent — each customer can also opt in or out.

See who owes what, request payments, and mark invoices as paid.

1. 1Click 'Money' then 'Payments' in the top menu.
2. 2View outstanding, requested, and paid invoices.
3. 3Use 'Request payment' to send a payment link to a customer.
4. 4Mark invoices as paid once you've received the money.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

Set up your cleaning services, prices, bolt-on extras, and one-off jobs.

1. 1Go to 'Money' then 'Services & prices'.
2. 2Add or edit services with their default prices.
3. 3Add bolt-on extras (e.g. conservatory roof) that customers can add when booking.

Create discount rules — percentage or fixed — for all, specific rounds, or individual customers.

1. 1Open 'Money' then 'Discounts'.
2. 2Click 'New discount rule' and choose who it applies to.
3. 3Set the amount, start date, and end date.

Raise prices across a group of customers in one go.

1. 1Go to 'Money' then 'Price increase'.
2. 2Select which customers or rounds to apply the increase to.
3. 3Enter the increase amount (fixed or percentage) and apply.

Your supplier directory — contact details for the trades and suppliers you use.

1. 1Open 'Money' then 'Suppliers'.
2. 2Add suppliers with their name, phone, email, and website.
3. 3Search the directory any time you need a contact.

Manage your referral programme — rewards, milestones, and free cleans.

1. 1Go to 'Marketing' then 'Referrals'.
2. 2Set the referral reward (discount, free clean, or loyalty points).
3. 3Set how many referrals are needed for a free clean milestone.
4. 4View who has referred who and track milestone progress.

Create promotional offers that customers see in their portal.

1. 1Open 'Marketing' then 'Offers'.
2. 2Create an offer with a title, description, and discount.
3. 3Set start and end dates, and choose who sees it.

Create voucher codes for discounts or free cleans.

1. 1Go to 'Marketing' then 'Vouchers'.
2. 2Create a voucher with a unique code.
3. 3Set the discount type (percentage or fixed) and value.
4. 4Customers enter the code at checkout to redeem.

Offer a discount to customers in specific streets or postcodes.

1. 1Open 'Marketing' then 'Neighbourhood discount'.
2. 2Set the discount percentage.
3. 3Add postcodes or street names that qualify.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

Set up housing estate landing pages, their wording, and neighbour discount tiers.

1. 1Go to 'Marketing' then 'Housing estates'.
2. 2Add an estate with its name, postcode districts, and total homes.
3. 3Edit the landing page wording and density discount tiers, then press Save.
4. 4IMPORTANT: after saving, press 'Publish' in the top-right of the builder. Anything you check on a phone or by scanning a QR code loads the published live site, not the builder preview — so unpublished changes will look like they haven't saved.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

Track canvasser sign-ups, earnings, and approve or pause canvasser accounts.

1. 1Go to 'Customers' then 'Canvassers'.
2. 2View each canvasser's sign-up count and earnings.
3. 3Use the status buttons to approve, pause, or remove a canvasser.

Spotlight important notices or features at the top of the customer portal.

1. 1Open 'Customers' then 'Spotlight'.
2. 2Create a spotlight with a title, message, and optional link.
3. 3Toggle it on to show it to all portal customers.

Showcase your best work — before and after photos visible to customers.

1. 1Go to 'Customers' then 'Job gallery'.
2. 2Add gallery items with photos, videos, or YouTube links.
3. 3Customers see these in their portal community page.

Customer reviews — approve them for public display and respond.

1. 1Go to 'Customers' then 'Reviews'.
2. 2Read incoming reviews from customers.
3. 3Approve reviews to show them publicly, or reply to the reviewer.

Ideas and feedback submitted by customers through the portal.

1. 1Open 'Customers' then 'Suggestions'.
2. 2Read each suggestion and update its status (reviewing, planned, done, declined).
3. 3Add an admin reply that the customer will see in their portal.

Design leaflets, cards, stickers, and door hangers with a drag-and-drop editor.

1. 1Go to 'Marketing' then 'Leaflets & Cards'.
2. 2Choose a format (A5, postcard, sticker, etc.) or start from scratch.
3. 3Add your headline, offer, contact details, and images.
4. 4Drag blocks to position them, then export to print.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

Design QR cards and stickers, manage print batches, and set scan permissions.

1. 1Go to 'Settings' then 'Everything QR'.
2. 2Design your card — logo, QR code size, colours, and wording.
3. 3Create a print batch of unique QR codes.
4. 4Set what customers and staff can do when they scan a card.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

Manage your team — invite users, set roles, and control permissions.

1. 1Go to 'Settings' then 'Admin'.
2. 2Invite a new user by entering their email and choosing a role (admin or user).
3. 3Manage existing users and their access levels.

A secure control panel for high-level operations, protected by a 6-digit PIN.

1. 1Go to 'Settings' then 'Super Admin'.
2. 2On first visit, set up your 6-digit PIN and a security question.
3. 3Enter your PIN to unlock the control panel.
4. 4Use the large buttons to jump to any admin module.
5. 5Forgot your PIN? Click 'Forgot PIN?' and answer your security question to reset it.

Configure how your cleaning service works — frequencies, discounts, booking, and payment options.

1. 1Go to 'Settings' then 'Service settings'.
2. 2Set allowed cleaning frequencies (e.g. 4-weekly, 8-weekly).
3. 3Toggle first-clean discounts, subscription options, and quote forms.
4. 4Configure canvasser permissions and door photo requirements.

Set what canvassers must provide during onboarding and how they're paid.

1. 1Open 'Settings' then 'Canvasser settings'.
2. 2Toggle required onboarding fields (name, DOB, mobile, email, photo ID, etc.).
3. 3Set payment type (per sign-up or percentage) and timing.
4. 4Configure deduction rules for when customers pause, cancel, or are deleted.

Upload your logo and set your business name and colours.

1. 1Go to 'Settings' then 'Branding'.
2. 2Upload your logo — it appears in the portal, emails, and cards.
3. 3Set your business name and theme colour.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

Change the text and labels shown throughout the customer portal.

1. 1Open 'Settings' then 'Wording'.
2. 2Browse the wording groups (buttons, headings, messages).
3. 3Edit any text to match your business voice.
4. 4Changes appear instantly in the portal preview.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.

Upload documents that customers can view or download from the portal.

1. 1Go to 'Settings' then 'Site documents'.
2. 2Upload PDFs or files you want customers to access.
3. 3Organise them into categories.

Set up template documents like welcome letters sent to new customers.

1. 1Open 'Settings' then 'Default documents'.
2. 2Create or edit document templates.
3. 3These are automatically attached to new customer communications.

Bring your customer data across from another software using CSV or Excel.

1. 1Open 'Settings' then 'Import from other software'.
2. 2Upload your CSV or Excel file.
3. 3Map your columns to the right fields.
4. 4Review the preview and confirm to import.

Find and remove duplicate, incomplete, or inactive customer records.

1. 1Go to 'Settings' then 'Database cleanup'.
2. 2Review the suggested cleanup groups (duplicates, missing info, etc.).
3. 3Confirm which records to remove or fix.

This page is part of your ClearRound system. Navigate to it using the menu above.

1. 1Use the top navigation menu to find this page.
2. 2If you can't see it, check the 'Settings' or 'Customers' dropdown.