User Manual

Table of Contents

1. Getting Started

System Requirements

• Modern web browser (Chrome 90+, Firefox 88+, Safari 14+, Edge 90+)
• Internet connection
• JavaScript enabled
• Cookies enabled for authentication

Logging In

1. Navigate to https://webapp-601.pages.dev
2. Enter your email address and password
3. Click "Sign In"
4. You'll be redirected to your dashboard

User Roles

2. Dashboard Overview

The dashboard provides a quick overview of your work orders and system status.

Dashboard Widgets

• Work Orders Summary: Count of work orders by status
• Recent Work Orders: Latest work orders created
• Overdue Work Orders: Work orders past their due date
• My Assignments: Work orders assigned to you (Cleaners)

3. Work Order Management

Creating a Work Order

1. Click "Work Orders" in the navigation menu
2. Click the "Create Work Order" button
3. Fill in the 4-step wizard:
   • Step 1: Customer Selection
   • Step 2: Service Details
   • Step 3: Line Items
   • Step 4: Review & Submit
4. Click "Submit" to create the work order

Work Order Status Flow

Assigning Cleaners

1. Open the work order details
2. Click "Edit"
3. Select a cleaner from the "Assigned Cleaner" dropdown
4. Click "Save"
5. Status automatically changes to "SCHEDULED"

4. Customer Management

Adding a Customer

1. Click "Customers" in the navigation menu
2. Click "Add Customer"
3. Fill in customer information:
   • Company Name (for companies) or First/Last Name (for individuals)
   • Contact information (email, phone)
   • Bill-to and Ship-to addresses
   • GPS coordinates (optional)
4. Click "Save"

Customer Hierarchy

The system supports 3-tier hierarchy:

• Main Customer: Top-level (e.g., Property Management Company)
• Sub-Customer: Mid-level (e.g., Building)
• Sub-Sub-Customer: Bottom-level (e.g., Unit)

5. Cleaner Management

Adding a Cleaner

1. Go to Admin → Users
2. Click "Add User"
3. Enter cleaner information
4. Set Role to "CLEANER"
5. Click "Create User"

Cleaner Dashboard Features

• View assigned work orders
• Start/stop time tracking
• Upload photos
• Mark work orders as complete
• View work history

6. QuickBooks Integration

Connect your QuickBooks Online account to sync work orders and create invoices automatically.

Quick Setup

1. Go to Admin → System Settings
2. Find the "QuickBooks Online Integration" section
3. Click "Connect to QuickBooks"
4. Authorize in the QuickBooks popup
5. Connection complete!

Syncing Work Orders

1. Open an APPROVED work order
2. Click "Sync to QuickBooks"
3. System creates an invoice in QuickBooks
4. Work order status changes to SYNCED_TO_QBO

7. Admin Functions

User Management

Admins can:

• Create new users (Admin → Users → Add User)
• Edit user information and roles
• Activate/deactivate user accounts
• Reset passwords (contact support)

System Settings

Access via Admin → System Settings:

• QuickBooks integration
• Payroll export settings
• System configuration

Reports

Generate reports for:

• Work orders by status
• Time tracking summaries
• Customer activity
• Cleaner performance

8. Support

Contact Support

Additional Resources

• QuickBooks Setup Guide
• Security Information
• Privacy Policy
• Terms & Conditions