Get your cleaning business running smoothly and efficiently with Connecteam!

We got all of the basics to make your life easy! 🤩

We took our experience from working with hundreds of cleaning companies worldwide and created this step-by-step tutorial to get your company set up done to PERFECTION. Go check it out!

After reading this article you should be able to:

  1. Operations Hub: Track your users' hours & schedule their shifts.

  2. Communications Hub: Create team chats & publish engaging updates.

  3. Hr & Skills Hub: Collect documents & set up onboarding materials.

By the way- you're not alone! 🙏🏻

Our LIVE support team (at bottom right corner of your screen) replies in under 5 mins to ANY question.


👪 Users & Smart groups:

Add users: If you have many users, you can import them in bulk. Simply download the excel template (the 'Position' custom field will appear there as a column).

Sort users: create a smart group if you have teams or different qualifications to your staff. Grouping them now will help us later on with scheduling correctly (and much more).

You can group your staff by their ability to do specific jobs like- private or commercial jobs for example.


📆 Operations Hub:

Job Scheduler: publish your needs with ease.

The Job Scheduler makes it effortless to publish 'claimable' open shifts for your team, and provides them with all the info they need right in their mobile app, such as: location, special instructions, attached files and more.

Only 3 things to know to get started:

  1. Jobs:
    The first thing you will want to do is set up your jobs. "Jobs" in Connecteam are an information layer that you track time for. Cleaning companies usually use the client or locations as "Jobs" ("Martha's House", "Wells Fargo Offices", ").

  2. Qualifying users to jobs:
    Make sure that only qualified users can be scheduled to each job. Only qualified users (like the Commercial smart group selected in the image below), will be able to see and claim relevant shifts from their schedule in the app.

3. Creating Open Shifts:
Publish Claimable Open Shifts with Admin approval. Users' requests to claim a shift will be visible and pending approval (like in the image below). You can always have to claim be submitted to approval before to make sure you have the right person for the job.

Pro tip: save shifts as templates to schedule quickly and easily for recurring customers!

Need more guidance? 🙋 Our LIVE support team (at bottom right corner of your screen) replies in under 5 mins to ANY question.

Time Clock: track your employees' hours.

Utilizing the time clock will allow you to track your employee’s work time and help ensure that you are paying them for the actual time they’ve worked.

Only 3 things to know to get started:

1. Jobs:

Like the Job Schedule, make sure you to set up your Jobs. In Connecteam, "Jobs" are something you want to track time for and is what your employees will be clocking in to. Depending on how you operate, how to set up your jobs is like we mentioned in above- Cleaning companies usually use the client or locations as "Jobs" ("Martha's House", "Wells Fargo Offices", ").

*All NEW sub-jobs:

With the new Sub-Jobs, add an additional layer to your time tracking. For each client you create as a job, you can create a sub job to specify the relevant type of cleaning your employee is meant to do.

2. Require a location stamp and set up geo fences:

Create fenced work sites so employees will only be able clock in and out only at the job location using geofencing capabilities.

3. Timesheets and Payroll:

Track employee hours and prepare for payroll with this simple guide.

Employee time cards are fully adjustable by the manager, with an option to add manager notes per shift, and exporting them as a PDF or a payroll-ready Excel file.

Bonus- Job insights! 🤩

Job insights will allow you to see how your resources are allocated for each specific client or facility. From here you can also generate a PDF with a breakdown of those hours that can be forwarded for billing purposes.

Many of our cleaning companies use the Forms feature to get live and exact information of their cleaning jobs- Click HERE to know more.


☎️ Communications Hub:

Chat: improve your team's communication.

Our chat is a great way to communicate with your team. It's easy and instant! Avoid tons of phone calls or messy text messages. Activate the chat with this simple guide.

Only 2 things to know to get started:

  1. Creating team chats: You can create a new team chat for certain users by choosing select users, or you can use smart groups. Great for communicating with your team on big jobs for commercial cleanings.

  2. Using smart groups: If you want to create a Team Chat for a group of employees like "Bartenders chat", Smart Groups will be your choice. The Team Chat will be available to current and future users that match the group's rules set.

Updates: Increase your employees' engagement. 🚀

Tracking engagement is very crucial when it comes to your employees. Think of the Updates Feature as your company's personalized social feed with insights.

Only 2 things to know to get started:

  1. Use our pre-made Templates: We have added a variety of different Templates so you will be covered on any topic you need. They are a great base to start with, but always customize them to make them your own!

    Try to use the tutorials template to let your staff know how to use the app, there's a full list of them!

  2. Track engagement: you will be able to see in real time who has viewed your update and notify those who haven't viewed it yet. This will prompt employee engagement and make your job a lot easier to make sure a new cleaning protocol or a new form you've updated needs to be filled with pictures of the cleaning job.


✏️ Hr & Skills Hub:

Courses: create digital training courses.

The course feature allows you to create customized digital courses which your employees can complete straight from their mobile phones.

Only 2 things to know to get started:

  1. The options are endless: whether you're looking to create training materials, "read and sign" a documents, an employee knowledge base, or to simplify the onboarding process, it can all be done with this simple guide.
    Let your team know the cleaning job protocols, any checklists they need to know how to fill out or how to use different type of equipment.

  2. How to complete a Course: easily show your employees how to complete a course on the mobile app (or desktop) with this simple guide.

Documents: track employees' documents in one place.

Whether it's a certification or a new employee hire form, all the documents pertaining to your entire company can be found directly in the Documents tab. Now you can easily oversee all the documents your employees need to have in order to work.

Only 2 things to know to get started:

  1. How to add a document:
    The first thing you'll want to do is add documents then into packs! Use this simple tutorial which will guide you step-by-step.

  2. How do Documents look for users in the mobile app?

    Employees can access and upload their documents in the mobile app. Simply head to the profile tab, employee documents, and then submit or access the necessary documents.

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