Setup checklists
Before or during migration checks, franchisees should confirm the core setup information KleanFlo needs for records, schedules, timesheets, and reporting.
Branch detailsBranch names, contact details, and operating information.
Pay gradesPay grade structure needed for timesheet and payroll checks.
Customer detailsCustomer and site records that schedules attach to.
Staff detailsStaff records, employment status, contact details, and working arrangements.
Branch setup video
Watch the branch details setup walkthrough inside this help centre before completing the checklist.
Open training videos
Downloads
Branch details setup checklistPay grades setup checklistCustomer details setup checklistStaff details setup checklist