CleanCloud

Rafael

Adem Aziz

George

Orders and Customers

Learn how to delete orders in CleanCloud using the Edit or Cleaning Page method. Follow these steps to remove active or completed orders.

How to Delete an Order in CleanCloud

Learn how to edit orders or change order status in CleanCloud, update order details, and track modifications with ease.

How to Edit an Order or Change Order Status

Easily view a customer's order history in the CRM, including active and completed orders, for better tracking and service management.

View Your Customer's Order Summary

Find and track outstanding customer payments using CleanCloud's Search and CRM tools. Filter unpaid orders and manage payments efficiently.

Find Outstanding Payments from a Customer

Capture and store garment condition photos in orders for tracking and transparency. Learn how to upload, view, and manage photos easily.

Adding Photos to Orders

Add custom one-time products to orders with unique names, prices, and descriptions. Ideal for special items or infrequent services.

Add a Custom Product to an Order

Set up and manage Express orders in CleanCloud—customize pricing, timing, and labels for efficient rush order handling.

In-Store Express Orders

Learn how to add, edit, and manage weight-based products when creating or updating an order.

Adding and Editing Weight Product Quantities on the New Order Page

Ensure order accuracy by setting up re-weigh prompts after cleaning or at pickup. Learn how to enable and manage re-weighing in CleanCloud.

Re-Weighing an Order in CleanCloud

Learn how to update the created, payment, or cleaned dates for an order in CleanCloud.

Change Order Details

Easily split an order by moving delayed items into a new order while keeping customers informed. Learn how to enable and use this feature.

Splitting an Order in CleanCloud

Add notes to orders or individual items in CleanCloud for better tracking. Learn how to add, edit, and save recurring notes easily.

Adding Notes to an Order or Individual Items in CleanCloud

Export order data in CleanCloud to a CSV file for tracking sales, revenue, and summaries. Learn how to filter and download reports easily.

Exporting Order Data in CleanCloud

Order Management

Easily filter and manage active orders across Detail, Cleaning, Ready, and Pickups pages using CleanCloud’s sorting, reports, and filters.

Active Orders Filtering Options

Track and resolve order issues efficiently with the Order Issue Tracking feature. Report, manage, and view issue history across key pages.

Order Issue Tracking

Run an Audit of What Is on the Storage Rack

Order Filtering and Tracking

Customer Management

Easily add a new customer in CleanCloud by entering their details on the New Order page. Learn how to create and manage customer profiles.

Add a Customer in CleanCloud

Easily edit customer details in CleanCloud via the New Order or Search page. Update names, contacts, and more in just a few steps.

Edit Customer Details in CleanCloud

Merge duplicate customer accounts by transferring orders to a master profile while disabling the duplicate. Admin access is required.

How to Merge Customers in CleanCloud

Learn how to delete, reactivate, or export customer records in CleanCloud. Includes steps for POS and customer self-deletion via the app.

How to Delete and Reactivate Customers in CleanCloud

Customer Basics

Manage customer details, orders, payments, messages, and more with the CleanCloud CRM page for seamless customer management.

Customer CRM Page in CleanCloud

Set a default payment method for customers to streamline transactions and ensure seamless order processing in CleanCloud.

Customer Default Payment Method in CleanCloud

Learn how to assign a custom price list to customers or individual orders in CleanCloud for seamless pricing management.

How to Assign a Price List to a Customer or Order

Add a secondary phone for backup contact. Only the primary gets SMS, but both show in the Driver App.

Adding a Secondary Phone Number for Customers in CleanCloud

Track how customers find your business by enabling the "Where Did You Hear About Us?" feature and updating sources in the CRM.

Tracking Customer Sources

Learn how CleanCloud's structured address fields improve accuracy for customer addresses in the POS, web booking tool, and customer app.

Customer Address – Split into Sections

Enable and add a customer’s gender and birthday in CleanCloud for better personalization. Learn how to activate and update these fields.

Add a Customer’s Gender and Birthday in CleanCloud

Easily manage hotel guest orders by recording guest names and room numbers. Learn how to enable and track hotel guest details in CleanCloud.

Managing Hotel Customers in CleanCloud

Learn how to segment customers into personalized groups in CleanCloud for better reporting, management, and targeted marketing.

How to Create and Manage Customer Groups in CleanCloud

Customer Details

Learn how to add, edit, and manage business accounts in CleanCloud, including setting default payment methods, discounts, and more.

How to Add and Edit a Business Account

Assign customers to a business account for streamlined invoicing and order management. Learn how to set it up in CleanCloud.

Assign a Customer to a Business Account

Business Account

Easily add, edit, and track customer discounts and credits in CleanCloud. Learn how to manage these directly from the Customer CRM page.

Adding Discounts and Credits to Customer Accounts

Easily add, edit, and manage upcharges for individual items in orders. Customize pricing and streamline adjustments with quick tools.

Add Upcharges to Individual Items

Learn how to quickly process refunds in CleanCloud via the POS or Search page, with options for partial, full, or store credit refunds.

How to Process a Refund in CleanCloud

Set up digital receipts via email, SMS, or WhatsApp, enable online payments, and add QR codes for easy customer access.

Digital Receipts 101

Automatically apply a discount on cash orders in the POS. Learn how to set up Cash Payment Discount for better pricing.

Cash Payment Discount

Easily modify product prices and quantities in an order without affecting future pricing. Learn how to enable and use this feature.

Modify Price and Quantity During an Order

Transactions and Payments

Manage retail orders efficiently by bypassing cleaning stages, disabling notifications, and tracking stock for non-service items like soaps.

Retail Orders Guide

Retail-only orders in split tickets are marked as retail. Unpaid ones go to Ready, while paid ones are completed instantly.

Split Tickets - Automatically Set Retail-Only Orders as Retail

Retail Orders

The CleanCloud Inbox is a fantastic tool that makes it easy for you to review and respond to customer messages.

The CleanCloud Inbox

Easily search and filter orders, track progress, and manage payments using CleanCloud’s Search page for seamless operations.

Search Page in CleanCloud

Quickly find active or completed orders in CleanCloud using the search bar or filters on the Search Page.

Find or Search for Orders in CleanCloud

Search and Navigation

Easily create and assign release forms to receipts and products, ensuring customers acknowledge terms before completing their orders.

Creating Release Forms in CleanCloud

Release Forms

Manage your CleanCloud account with the POS App for iPad & Android tablets. Process orders, track metrics & streamline operations on the go.

CleanCloud POS App

Product Updates

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