Before you start
Business details is in Settings, under Your business. What you enter here shows on your invoices, emails and website.
- Open Settings, then Business details.
- Under Business details, fill in the Company name, Business address, Email and Phone.
- Under Prices and payments in the app, turn Cleaners see prices and payments on or off.
- Choose Save company.
Other settings on this page
These save as soon as you change them, or with their own Save button:
- VAT: turn on VAT registered, then Save VAT settings. See VAT.
- 24-hour call-outs: with We take 24-hour call-outs on, your website and quote widget offer “It’s urgent (24-hour call-out)”. An urgent request goes to whoever is on call, or to the owners if nobody is. Set who is on call opens the rota.
- Customer portal: Invite new customers to the portal automatically sends new customers with an email or mobile an invitation, by email, or by text if they only have a mobile. Texts count towards your monthly allowance. Under What customers can change themselves, choose when Skips and moves close, and turn on or off Skips, moves and holidays apply at once, Customers can send new access details and Customers can leave a note for a visit.
- Proof of visit: with Check cleaners are at the property when they tap Done on, the app checks the phone's location once as a cleaner taps Done, and keeps only whether they were at the property. Set Counts as at the property within (metres), then Save.
- Notice for customers: one short message on your customer portal and at the foot of your emails, like “No visits 24 to 26 December”, with a Last day to show it (optional). Choose Save notice, or Remove notice.
- Early access: new features arrive sooner, before they reach every business.
- Share anonymised figures to improve price and time suggestions: turn it off to keep your figures out.
What happens next
“Company saved.” shows. New invoices, emails and your website use the new details. With Cleaners see prices and payments on, cleaners see visit prices in the app, and balances and payments once taking payment is set up. With it off, they don't see prices, balances or payments. Either way, cleaners never set a price.
If something goes wrong
- “Enter a valid email address.”: check the email.
- “We couldn't save the company. Please try again.”: nothing changed. Try again.
- “That didn’t save, so it’s back as it was. Please try again.”: a switch didn't save.
- “Use 25 to 1,000 metres.”: for proof of visit.
- “Keep it to 200 characters.”: shorten the notice.
Who can do this
The owner, and managers with Can change business settings, payments, accounting and the plan. Only the owner turns VAT on.
Still stuck? Send us a message.