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Clean Day Housekeeping

Accounts Receivable Training

Accounts Receivable

Training Program

Software Setup

  1. Google Drive
  2. Google Voice
 

Connecteam Training

 

  1. Getting Logged In
  2. How to Navigate Conneteam 
  3.  How will you use Connecteam for Invoicing
 

Invoice Ninja

 

  1. Getting Logged In
  2. Navigating the Dashboard
  3. Creating a New Client
  4. Adding Custom Client Data and Auto-pay Info
  5. Locating Archived Invoices
  6. The Activity Tab
  7. Products and Line Items
  8. Creating an Invoice
  9. Discounts 
  10. Emailing Invoices
  11. Sent/Past Due/Drafts
  12. Pay by Check
  13. Processing Payment
  14. Editing an Invoice
  15. Creating a Client
  16. Running Reports
  17. Client Portal
 

Data Gathering and Record-Keeping

  1. Time Clock Data Gathering
  2. Client Manager Assignment Spreadsheet
  3. Finding Data
  • Spreadsheets
  • Forms
  • Connecteam Cleaning Schedule
  • Connecteam Form Submissions 
  •  
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Accounts Receivable Training

Software

Let's Get Started



It's time to dive in to our software and programs!


We use the Google Suite as our day-to-day storage hub, or in other terms our Clean Day "virtual filing cabinet". In order for you to create, view, and edit files, alongside your fellow Clean Day team members, you will need a Gmail email address.

You will also need to keep your Phone # private but still be able to communicate with clients quickly and easily. This is why you also will be required to have a Google Voice phone number.

Follow each step and then come back to continue your training and learn how to use each function....


Step #1
Create Your Clean Day Gmail Account
(Example: cleandayhousekeeping.steph@gmail.com). Go to Gmail.com and click on Sign Up

Step #2
Download the Google Voice app to your mobile phone

Step # 3
Log in to Google Voice using your new Clean Day email address and create a phone # for your Clean Day client communications

Step#4
Download the Google Drive to your mobile phone

Step #5
Log in to the Google Drive with your new Clean Day Gmail address

Step #6
Save Google Voice, Google Drive and Gmail (logged in to your Clean Day account) in a folder on your phone for easy access and to keep things organized





Create a Gmail Account

Create a Google Voice Phone #

Google Drive
Sheets and Forms

You will have direct access to these Sheets and Forms in the
"Shared With Me" section of your Google Drive

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Connecteam - Getting Started

What is Connecteam and why do we LOVE it!

Follow the Connecteam invitation you received via email and/or text message. Download the app to get started!

Navigating The Connecteam App

Connecteam Mobile App

Create Your Profile

How Does Our Cleaning Staff Navigate The Job Schedule

How our Housekeepers Use The Time Clock

Connecteam Training

 

Connecteam Training 

  1. Getting Logged In
  2. How to Navigate Conneteam 
  3.  How will you use Connecteam for Invoicing

Connecteam Training

Invoice Ninja

Invoice Ninja 

  1. Getting Logged In
  2. Navigating the Dashboard
  3. Creating a New Client
  4. Adding Custom Client Data and Auto-pay Info
  5. Locating Archived Invoices
  6. The Activity Tab
  7. Products and Line Items
  8. Creating an Invoice
  9. Discounts 
  10. Emailing Invoices
  11. Sent/Past Due/Drafts
  12. Pay by Check
  13. Processing Payment
  14. Editing an Invoice
  15. Creating a Client
  16. Running Reports
  17. Client Portal

Invoice Ninja Training

Data Gathering

Data Gathering and Record-Keeping

  1. Time Clock Data Gathering
  2. Client Manager Assignment Spreadsheet
  3. Finding Data
  • Spreadsheets
  • Forms
  • Connecteam Cleaning Schedule
  • Connecteam Form Submissions  

Data Gathering
& Record Keeping

Dates Of Importance

Video on it's way!

What’s Next

  • Zoom Call with Heather so she can share her day to day process for billing and  information on individual clients 
  • Zoom Call with Jessie for a complete recap of the billing process and answering of any questions you might have