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How to learn CleanCloud with training videos and Cleo

Watch short training videos, or let Cleo guide you through the pages as you work.

Written by Rafael

Learn CleanCloud at your own pace. Watch short videos on key tasks, or turn on Cleo, our interactive guide, to walk your team through the system.

Part 1: Training videos

CleanCloud has a free library of short videos. Each one covers a single task, so you can watch only what you need, when you need it.

How to open the videos

  1. Log in to your CleanCloud account.

  2. Go to More > Support & Training > Training Videos.

  3. Choose a video and watch at your own pace.


What’s in the library

Home page

  • Overview of the Home Page: add customers, create orders, check out and see your active orders.

  • How to Add a Customer: fill in the General, Billing, Address, Preferences and Notes tabs.

  • Accessing the Customer CRM: see a customer’s orders, lifetime value, unpaid amount, routes and message history.

  • Create an In-store Order: add items, details, discounts and take payment.

  • Create a Quick Drop Order: log pieces and bags fast and detail the order later.

  • Create a Pickup & Delivery Order: set the order type, time slots and Pay Later.

  • Create a Retail Order: sell over-the-counter items.

  • Perform a Checkout: take payment for ready orders from the Home page.

  • How to Quickly Check Prices: look up standard and express prices.

Orders

  • Overview of the Orders Page: how orders move through Detailing, Cleaning and Ready.

  • Detailing Orders: itemize an order so the price is accurate.

  • Cleaning Orders: mark orders cleaned one at a time or in batches.

  • How to Handle Orders on the Ready Page: return orders, take payment and update rack locations.

Delivery

  • Overview of the Delivery Page: routes, dates, stats, list view and map view.

  • Managing Orders: List & Map View Essentials: assign drivers, print manifests and message customers.

  • Create a Pickup & Delivery Order: create a new pickup from the Delivery page.

  • Processing Orders on the Delivery Page: move an order from picked up to delivered.

  • Schedule Repeat Pickups and Deliveries: set up weekly or custom repeat schedules.

  • Driver History: see a driver’s day, timeline and live location.

Driver app

  • Driver App Tour: log in, filter orders, use the map and set up settings.

  • Driver App Workflow: optimize a route, take payment and complete pickups and deliveries.

Machines

  • Overview of the Machines Page: machines view, orders view, history and issues.

  • Machines View: drag orders into washers, dryers and folding.

  • Machines: Orders View: the same flow, organized by order stage.

  • Machines’ History & Issues: review machine history and report or resolve issues.

Payments and tools

  • Cash Ups: turn on cash ups, count the drawer and review variances.

  • Overview of the Omnisearch Tool: find orders, customers and pages fast.

  • Overview of the Inbox Tool: message customers by SMS, email or push.


Part 2: Cleo and Training mode

Meet Cleo 👋 Cleo is CleanCloud’s interactive guide. Cleo walks users through the pages in the system with short tours, so they learn the basics as they work.

Page guides are off by default. Admins can turn them on for any user with Training mode, which works well for new team members.

How to turn on Cleo’s page guides

  1. Go to More > Users.

  2. Select the user.

  3. Under Training mode, add the option Shows Cleo’s page guides.

  4. Save.

To turn the guides off, remove the option from the same place.

💬 Can’t find what you need? Select Chat with us and we’ll help.

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