Step-by-step guide
Your first week with EcoBroom AI
A calm, day-by-day plan that gets your workspace useful without trying to learn everything at once.
When you finish
Bookings, team, quality, customer messages and money are being managed in one place.
Part 1
Days 1 and 2 — set the foundations
- 1
- 2
Copy your booking link
Open Settings and copy the customer booking link. Send it to yourself first so you know what customers see.
- 3
Add your cleaners
Create one employee record per cleaner, including their hourly rate and availability.
Open Employees
Part 2
Days 3 to 5 — run one complete job
- 1
Create or approve a booking
Use a real upcoming job. Check its service, time, address, price and payment status.
- 2
Assign the cleaner
Open the booking and choose the cleaner. You can also ask Mia, then approve her proposed assignment.
- 3
Complete a quality review
Take matching before and after photos for at least one area, score them, review the result and approve it yourself.
- 4
Record hours and pay
After the job, open the cleaner and record the hours, gross pay status and payment reference.
Part 3
End of week — check the business
- 1
- 2
Check outstanding money
Open Finance and Invoices. Follow up anything overdue; EcoBroom AI does not move money for you.
- 3
Check next week
Open Calendar and confirm every job has the right time and cleaner.
Before you finish
- Booking link tested
- Cleaners and rates added
- One booking completed
- One quality review approved
- Hours and pay recorded
- Next week checked