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Worksheets are documented jobs that are created for planned future works. There are two types of Worksheet:

 

Regular Worksheets - used for regular subcontractor or internal team work,

 

One-Off Worksheets - used for ad-hoc works carried out intermittently.

 

Based on these scenarios, you determine what kind of Worksheet you create in CleanLink. Worksheets can be set up for regular, periodic works based on set intervals. For example quarterly window cleans, annual deep cleans or bi-monthly cleans.

 

A document based on the Worksheet detail can be printed, emailed or electronically sent to a mobile device, which can then be signed off by your client and returned within minutes. That Worksheet can then be invoiced immediately, thereby improving your cash flow. From the moment a Worksheet is created the process is seamless through to charging for the work, so that all those ad-hoc jobs that were once forgotten to be charged for, are now retained within CleanLink, waiting to be invoiced.  

 

Worksheets can be created, forming a quote and saved until that job has been accepted by your client. At which point it can be treated in the same way as any other Worksheet.

 

Worksheets are managed in and around regular cycles. See Setting up Worksheet Cycles.