CE RESOURCE CENTER

Learn CE. Set it up. Get more from it.

Simple guidance for getting started, building estimates, managing jobs, connecting your tools, and finding help when you need it.

Explore our cleaning business resources for guidance on estimates, scheduling, team management, and daily operations.

FIND WHAT YOU NEED
Getting Started
Set up your company and first workflow.
Workflow Guides
Learn estimates, scheduling, jobs, and billing.
Integrations
Connect the tools your business already uses.
Support
Find answers and get help quickly.

START HERE

New to Cleaning Estimates?

You do not need to learn everything at once. Start with the basics, then add the tools your business needs as you grow.

01 · SET UP

Set up your CE workspace

Add your company details, service area, locations, users, calendars, email settings, and the connections you want to use.

02 · BUILD

Create your first estimate

Capture the customer and property, choose the service, add extras, review pricing, and send a professional estimate for approval.

03 · OPERATE

Move from approval to service

Schedule the work, assign the team, complete the job, keep the customer informed, and continue through invoicing and payment.

WORKFLOW GUIDES

Learn CE by the job you are trying to do.

CE follows the real workflow of a cleaning company. Choose the part of the job you want to understand.

Estimates & pricing

Leads, property details, service types, extras, organizer services, pricing, visits, and approvals.

Scheduling

Availability, calendars, planned service time, assignments, routes, travel context, and location-aware operations.

Crew operations

On My Way, arrival, access, checklists, before and after photos, notes, helpers, and finishing the work order.

Customers

Approval, customer records, portal access, service information, tickets, ratings, invoices, and communication.

Billing & QuickBooks

Invoices, payment terms, online payments, QuickBooks synchronization, payment status, and accounting controls.

Users, roles & locations

Admins, Directors, Crew Leads, Estimators, helpers, invitations, multi-company access, and location permissions.

A SIMPLE CE WORKFLOW

Not sure where a feature belongs? Follow the job.

Most questions become easier when you follow the work from the first customer request through the completed service and payment.

  • Capture the lead and property information
  • Create and send the estimate
  • Record approval and schedule the service
  • Assign the team and complete the work order
  • Keep the customer informed
  • Create the invoice and track payment
  • Review activity, performance, and accounting records

INTEGRATION RESOURCES

Connect CE to the tools you already use.

Connection settings are kept inside CE so administrators can see how important business services are configured.

QuickBooks

Customer, invoice, payment, and service-item workflows for supported QuickBooks connections.

Stripe

Supported payment workflows for invoices and customer payment collection.

Calendars

Microsoft Outlook and Google Calendar connections for estimate visits and scheduling workflows.

Email

Brevo and company email settings for notifications and business communication.

Google tools

Address suggestions, routing, maps, and other supported Google-powered location workflows.

Property data

Supported property-record services can provide useful job context while creating estimates.

Zapier BETA

Connect supported CE events to other applications while the Zapier integration continues production testing and expansion.

RESOURCES BY ROLE

Find the guidance that matches your work.

CE separates access by role, so each person can focus on the part of the workflow they are responsible for.

Business Owner / Admin

Company setup, subscriptions, locations, users, accounting, integrations, reliability, and business-level controls.

Director / Office

Leads, estimates, customers, schedules, assignments, communication, and daily operations.

Crew & Estimators

Assigned visits, job details, arrival steps, checklists, photos, notes, and completing the work.

Customer Experience

Estimate approval, customer portal, service information, invoices, tickets, ratings, and payment experience.

NEED HELP?

Go directly to CE Support.

If you are troubleshooting a specific issue or cannot find the answer you need, the Support page is the fastest place to continue.

 

Support that follows the product

Use CE Support for setup questions, troubleshooting, account help, or guidance on a workflow.

Ready to put CE to work?

Explore the complete feature set or choose the CE plan that fits your business today.