Help & Support

Getting started

CleanCut Pro runs your field-service business end to end: clients, quotes, scheduled jobs, invoices, and payments in one place. A typical first week looks like this:

• Create your account at the sign-up page and set up your company profile under Settings.
• Add your clients — import or enter them under Clients, with properties, contact details, and notes.
• Send your first quote. Build it from your products and services, then email it to the client, who can approve it online — no account needed on their side.
• Turn the quote into a job. Schedule visits on the calendar and assign your team.
• Invoice and get paid. Generate the invoice from completed work and let clients pay online by card.

The web app

Clients & requests

The Clients section is your CRM: every client with their properties, contact details, quotes, jobs, and invoices in one view. New work arrives as requests — from your public booking link or entered by your team — and each request can be converted into a quote or job with one click, keeping the history connected.

Quotes & approvals

Quotes are built line-by-line from your products and services and emailed to the client with a secure link to their client hub. There they can review, approve, or request changes without creating an account. You'll be notified the moment they respond, and approved quotes convert straight into jobs.

Jobs, scheduling & visits

A job holds the work to be done; its visits are the scheduled appointments on the calendar. Drag visits to reschedule, assign team members, and track each visit from scheduled through completed. The Schedule view shows the whole team's day or week at a glance.

Invoices & payments

Generate invoices from completed jobs (or from scratch), email them with a secure payment link, and take card payments online. Overdue invoices are flagged automatically, and payment reminders can be automated so you don't chase by hand.

Team, timesheets & roles

Invite your team with one of three roles: Owner and Admin get the full back office, while Workers see their own dashboard, schedule, and timesheet — not your financials. Time entries roll up into timesheets you can review week by week.

The mobile app

The CleanCut Pro mobile app is built for the field. Team members sign in with the same account as the web app and get:

• Today's work at a glance — a home screen with the day's visits and what's next.
• Schedule — upcoming visits with job details, client info, and checklists to complete on site.
• Timesheets — clock time against jobs and review past weeks.
• Push notifications — new assignments and schedule changes arrive instantly.
• Manager view — owners and admins also get access to jobs on the go.

Install it from the app store, then sign in with your existing CleanCut Pro email and password. Your role in the company determines what you see, same as on the web.

Frequently asked questions

Do my clients need an account to approve quotes or pay invoices?

No. Clients get a secure personal link to their client hub where they can approve quotes, request changes, and pay invoices — no sign-up, no password.

What's the difference between the roles?

Owners and Admins manage everything: clients, quotes, invoices, settings, and the team. Workers see their own schedule, assigned jobs, and timesheet. Roles can be changed anytime under Team.

How do online payments work?

Payments are processed by Stripe. Once you connect your Stripe account under Settings, invoices include a pay-online link and card payments land directly in your Stripe balance.

Why can't my worker see clients or invoices?

That's by design — the Worker role is limited to their own schedule and timesheet. If someone needs the back office, change their role to Admin under Team.

I forgot my password. What do I do?

Use the forgot password link on the sign-in page and we'll email you a reset link.

My account is locked because of billing. How do I get back in?

If your subscription lapses, the app directs you to the billing page to update your payment details — your data is untouched and access returns as soon as billing is current. If something looks wrong, write to us below.

Can I get my data out?

Your data is yours. Contact us using the form below and we'll help you export what you need.

Still stuck? Send us a message

Ask a question or report a problem and we'll get back to you by email — usually within one business day. You can also email us directly at support@cleancutpro.io.