Description:
When
using the TSheets integration, key information created or updated in
ManageClean is automatically synchronized with TSheets to ensure the TSheets
transactions are accurate. Information
such as:
· Customers
/ locations
· Items
· Vendors
· Employees
This
ensures the data in ManageClean matches the data in TSheets.
During
the period of a commercial cleaning contract, there may be workspace changes such
as a building tenant moving in or moving out which increases or decreases the
square footage of area cleaned and the amount to be billed. There may also be special services that are
performed during the contract period, such as carpet cleaning, that aren’t
covered within the contract and need to be captured and invoiced. When these changes are recorded in TSheets,
it is possible to synchronize data and import records to ManageClean rather
than hand-entering this data.
The
ManageClean integration to TSheets also provides for messages or requests to be
transmitted. For example, if a user in
TSheets want to note a customer question or request for specific cleaning
supplies.
ManageClean
has a process to capture change records or requests in TSheets so that:
- Cleanable area changes that impact a customer’s
contract are reported
- Any special service performed is reported
- All changes/special services are brought into
ManageClean to be reviewed before being invoiced
- Messages or requests entered in TSheets can be
delivered to ManageClean
This
Video Covers How To:
- Enter
a Customer Change or Request Activity in TSheets
- Understand
the Import TSheet Changes Menu Option in ManageClean
- View
Imported TSheet Change(s) as Sales Orders in ManageClean
- View
Imported Activities in ManageClean
ManageClean
on SAP Business One is a cloud-based business management software for small/midsize
commercial cleaning, janitorial services and building service companies. ManageClean bundles the functionality of SAP
Business One along with specialized features built specifically for cleaning
service companies.
Learn
more on the SEIDOR website Commercial
Cleaning (seidor.us)