Search results for credit card payment

14 articles found

• Update Credit Card

  Click Here to update your credit card

• Record Payment

  When a customer pays an invoice, you record the payment against it so the invoice shows as paid and the balance clears. This shows you how to do that in CleanGuru. Find the Invoice 1 Open Invoices

• Approve Timesheets

  Review the hours your employees have recorded and approve them, so your payroll figures are final and ready to use. Review Unapproved Timesheets 1 Open the payroll view Click Timesheets in the top

• Currency Conversion Exchange Rates

  Credit card charges paid by CleanGuru Members outside the U.S. are affected by currency conversion / exchange rates, which vary by country. Those differences are calculated by the credit card company

• Set Up Dashboard

  The CleanGuru dashboard puts bids, invoices, inspections, tickets, schedules, and timesheets on one screen, and you can turn off the tiles you don't need. What the Dashboard Tiles Show The dashboard

• Set Up User Access

  User access decides what each of your people can see and do in CleanGuru. You set it on the employee’s own record, module by module, and you can limit them to particular buildings as well. Open the

• Use Week View

  The Week View lays seven days of work out on one screen — every ticket and inspection, who it is assigned to and when it runs — so you can spread the load across the week and catch anything still

• Use Month View

  The Month View shows a whole month of work on one calendar, so you can see how busy each week is, move between months, and keep an eye on anything that still has no date. Day, Week, Month and List

• Set Up Alternative Check In

  The Alternative Check-In feature in CleanGuru gives employees a reliable way to clock in and out when mobile app access is unavailable. It suits teams working at fixed locations where a lobby phone

• Change Prospect to Customer

  When you win a bid, change the prospect over to a customer. That opens up the rest of the record — the tabs for tickets, inspections, schedules, timesheets and invoices. Open the Prospect 1 Open your

• Change Invoice Rules: Customer

  Payment terms, tax and whether the invoice goes out with a PDF attached are all set on the customer, so every customer can be different. This shows you where those settings are and how to change

• Employee - Mobile app for Scheduling and Timekeeping

  The CleanGuru mobile app is where cleaners see the work assigned to them and record their hours. Log in and you can view the day's tickets, open one to see the address and the budgeted time, check in

• Add Cleaner

  Adding a cleaner in CleanGuru creates their employee record, sets their pay rate and status, and gives them a login for the CleanGuru mobile app. Creating a New Employee Profile 1 Open your employee

• Quick Start: Scheduling & Timekeeping

  CleanGuru runs on two things: the employees you have entered and the tickets that tell them what to do. Recurring work comes from a ticket template; one-off work is a single ticket. Either way it