Start here

Use this help centre for quick answers first. Use the PDF and Word downloads when you need a printable guide or a checklist to complete.

Recommended order

1. Prepare setup information. Complete the branch, customer, staff, and pay grade checklists.
2. Watch setup videos where helpful. Use the Videos page for embedded walkthroughs such as branch details setup.
3. Set user preferences. Use Settings to install KleanFlo on the Move, upload a signature, and connect calendar or email integrations where required.
4. Check My to-do list. Use this as the go-to action inbox for items waiting on web or in the Move app.
5. Review first-phase notifications. Focus on staff, holidays, absence cover, shift not started, and shift not finished alerts.
6. Check customer, staff, and team records. These records drive schedules and reporting. For site records, confirm the geofence is set correctly so check-in warnings are meaningful.
7. Check scheduled work. Use the Schedule Wizard and Schedules pages to understand planned work.
8. Monitor live work. Use Today's Plan during the working day.
9. Check timesheets. Use the Timesheet review page to review missing timesheets, needs-review items, duration checks, and geofence warnings before payroll.
10. Resolve absence cover. Use absence and cover guidance when work needs reallocating.
11. Raise support questions clearly. Include the screen, customer, staff member, date, and expected result.