CleanCloud Updates

We’re excited to announce a highly requested feature: Customer Creation is now available in the CleanCloud Driver App!

In addition to searching for pre-existing customers, drivers can now add new ones on the spot for those impromptu orders. It’s easy—just tap the person icon at the top of the Driver App and toggle between Edit Customer and Add Customer.

This new feature is designed to give your team greater flexibility and make creating customers a universal ability.

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We’ve improved our search page to make finding what you need easier than ever. You can now search by notes, private notes, and customer groups, giving you more ways to quickly locate the information you need.

These enhancements are designed to save you time and streamline your workflow. Start exploring the updated search today!

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We know invoicing customers can be a pain, so we’ve made it easier than ever with our brand-new Suggest Customers button in the invoice tool.

Now, when you create a new invoice, you’ll see the Suggest Customers option. Simply click it, and our system will search through unpaid orders to present you with a list of customers who are likely the ones you’re looking for.

It’s quick, smart, and designed to save you time. Try it out today and streamline your invoicing process!

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💡 Requested By You, Built By Us 💡

We’ve introduced a new feature that allows you to edit the Customer Source directly from the Customer Profile—a capability that wasn’t previously possible. This update also enables you to add a customer source later, even after their initial signup.

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We’ve introduced a customer-first order identifier in the CleanCloud POS.

The CleanCloud POS now displays a yellow icon labeled ‘1st Order’ on the Detail, Cleaning, Ready, and Pickups pages whenever it’s a customer’s first order. This feature is designed to help staff identify first-time customers quickly, ensuring they receive any extra-special treatment or attention needed to make a great first impression.

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This new marketing rule lets you target customers based on their total lifetime orders. Combine it with other order rules for campaigns like:

“Customer lifetime orders > 10, and no orders in the last 30 days.”

Perfect for re-engagement and loyalty campaigns!

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We’ve introduced a customer-first order identifier in the CleanCloud driver app.

The CleanCloud Driver app now displays a yellow info box labeled ‘1st Order’ in the orders feed whenever it’s a customer’s first order. This feature is designed to remind drivers to complete any first-time customer-specific actions you may have and to ensure these customers receive extra-special treatment.

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We’re excited to share that you can now reprint Bag In tags from any page within the system!

Earlier this year, we introduced additional reprint options, making it easier than ever to manage your printing needs. Today, we’re enhancing this further by allowing Bag In reprints with greater flexibility and accessibility.

Today we released an update to the calendar used for setting ready-by dates and pickup and delivery slots.

To help you transition to the new calendar, we've prepared two tutorial videos that show how to use it and highlight some of the improvements:

• In-store orders: Watch here
• Pickup & Delivery orders: Watch here

For more details, check out the article: Winter Calendar 2024.

We’re introducing one of our most popular features from Xero to QuickBooks: the invoice prefix. Set a prefix for all your invoice needs in advance to make sending them to QuickBooks a breeze!