Updated February 15, 2026

Getting started with CleanTracker

Create or import customers, create your first job, and view visits in the calendar.

This guide starts after your organization is created. The goal is to get customers into the system, create the first job, and confirm the visits in the calendar.

Step by step

  1. Create or import customers — open Customers and choose Create customer or Import.
Customers page with the Create customer action highlighted.
Create customers manually from the empty state.
Customer import dialog for CSV or Excel.

Import customers from CSV or Excel if you already have a list.

  1. Confirm the customer list — review that names, addresses, and contacts are correct before planning work.
Customer list showing the newly created customers.
The list confirms customers are ready for scheduling.
  1. Create your first job — go to Jobs and select New job. Choose the customer, location, and tasks.
Jobs overview with the New job entry point.
Start the first job from the jobs overview.
  1. (Optional) Set up a recurring job — if the job repeats weekly or monthly, set a recurrence. Each occurrence generates a visit.
Recurring schedule settings for a job.
Recurrences automatically create multiple visits.
  1. View visits in the calendar — once the job is saved, open Calendar to see the generated visits and adjust times.
Calendar view showing scheduled visits.

The calendar lists all visits, including recurring ones.

Checklist

  • Customers are created or imported.
  • The customer list has been reviewed.
  • The first job is created.
  • Any recurrences are configured.
  • Visits appear in the calendar.

Need more help? Contact [email protected].