CleanCloud Updates

Customer app version 6.8

We have just launched a new version of the customer app!

In this new update, you will now have the ability to do the following:

• Edit repeat pickup.
• Review request by push notification.
• Tax exemption at the customer level.
• Customer birthday on signup.
• Skip Friday for time between P&D hours.

Users page redesign

The users page has had a completely new re-design.

In this re-design, you will now have the following:

• Faster and more intuitive staff editing.
• New advanced driver location tracking, showing their history over the past 3 days.
• View how much training each staff member has completed.

New delivery fee exempt option

You can now make specific customers exempt from paying a delivery fee when creating a new customer subscription in pickup and delivery.

To do this, go to Settings -> Admin -> Pickup & Delivery -> Customer Subscriptions.

Bag and Hanging count in Driver App

You can now view the Bag and Hanging count in CleanCloud.

To view this you will need to click on the relevant order, under the product summary you will see the Bags and Hanging count.

Inventory Stock Metrics

You can now view a report of all your inventory stock within Metrics.

This will show you the Stock levels and the Alert Threshold. You can also click on 'Activity' and view when inventory was added and used.

To access this go to Metrics > Inventory

Promo Code import tool

You can now import any existing promo codes you have into CleanCloud.

To import these you will need to go to cleancloudapp.com/import (ensure you are logged into your CleanCloud account). Once you have done this you will need to download the template file. Once you have downloaded this, fill in the required fields and then re import as a .CSV via the import link.

Select All Orders in Driver App

Within the Driver App you now have the ability to select all orders without having to select each and everyone.

To do this, you will need to open the Driver App > Click on P/D of the first order > at the top of the page the following button will appear ‘Select All’ > This will then select all orders on the page for you.

Order Washer/Dryer history

You can now view the history of all the Washers/Dryers an order has been in.

To view this find the relevant order in the Cleaning, Ready or Search pages > Under the order column click 'Edit' and there will be a section called 'Machines' which will show you the history.

Quick edit Order Notes in Plant

You can now quick edit Order Notes in Plant.

To do this when in Plant mode, the order must be on the Cleaning page. On the Cleaning page you will need to find the relevant order and click edit on Order Notes. You will then be able to adjust the notes as necessary.

Weekly / Bi-Weekly Subscription Option

You can now add Weekly and Bi Weekly subscriptions for your customers to sign up to.

These can be added in Pickup and Delivery > Subscriptions.

For further information on Subscriptions, you can use the link below.

https://cleansupport.zendesk.com/hc/en-us/articles/360006624597-Customer-Subscriptions

*Please note that an integration with Stripe/Clearent is required and the CleanCloud Professional subscription*

New Customer Report

We have introduced a New Customer report in Metrics > Customers.

This will highlight information on your new customers which includes

• Their details
• No. of orders
• Last Order
• Total spend
• Sign up date

Add/Delete Subscriptions

You can now add/delete subscriptions through the customer CRM.

To do this, you will need to search for the customer and click on the 'Subscriptions' tab from the dropdown you can then select the relevant subscription to add to the customers account.

*Please note you will need to be integrated with Stripe/Clearent in order to use the subscriptions feature and have the CleanCloud professional subscription*

Xero integration update

The Xero integration has now been updated to include the following features.

1. Option to have separate bank accounts linked - When you set up the Xero integration you can now have separate accounts linked for Cash, Card and Check transactions
2. Automatically mark invoice as paid if marked as paid in Xero - Now if an invoice is marked as paid in Xero this will now mark it off as paid in CleanCloud. Please note that this will only work when marked as paid in Xero, it will not be updated in Xero if marked as paid via CleanCloud. This setting can be switched on in Settings > Admin > Accounting integration > Automatically Mark Invoice as Paid in CleanCloud When Paid in Xero

Order detailing amendments

When you are detailing an order, you can now add upto three different types of stains and damages to an item.

To do this you will need to click edit on the item and select from the relevant dropdown, or alternatively you can use the fixed bar at the bottom of the New Order Page.

*Stains and Damages can be set in Settings > Products > Item Notes*

Web Booking Tool update

The Web Booking Tool has now been updated to include all features that can be found within the iOS/Android customer app.

This includes features such as

• Locker workflow
• Customer credits

*Please note that you will require a professional subscription in order to embed the web booking tool into your website*

Bag Labels Item and Order Notes

If you have Bag Labels enabled to print out on New Orders. They will now print out with the Item Notes and Order Notes on the tags.

These bag labels can be printed via the receipt printer can be set to auto print via Settings > Printers > Receipt Printer > Auto Print Laundry Bag Tags

Merge Customer update

If you have a shared customer database in CleanCloud, when you merge a customer, this will merge all orders for that customer across all stores.

To merge a customer you will need to click on Admin > Admin Tools > Merge customer.

*Please note that only the main admin user can use the Merge Customer feature*

Photos in Plant mode

in Plant mode, users will now be able to see any photos that are attached to an order.

When looking at the orders a photo icon will appear next to the edit/update button. If users click on this a pop up will appear with the photo.

Limit Plant Mode to certain sections

You can now limit which sections appear within Plant mode.

This will allow you to limit which orders users can see within Plant mode for example if you outsource to a tailor you can limit Plant mode so they only see those orders.

If you would like to do this, please reach out to the support team and they will be able to assist with your request.

Mark invoice as unpaid

You can now mark invoices as unpaid, if they have been marked as paid.

This is an Admin feature and so only the admin users will have the ability to do this.

Should you want to mark an invoice as unpaid, you will need to go to Settings > Admin > Admin Tools > Undo Invoice Payment > Enter the invoice ID