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Knowledge Hub

Step-by-step guide

Set up EcoBroom AI for the first time

Create your account, verify your email and finish the guided company setup.

New business ownersAbout 15 minutes
Company setupSCREEN MAP
1CompanySaved
2BrandingReady
3ServicesSelected
4First bookingOptional
SimpleOwner controlledSaved
A simplified map showing the labels to look for on screen.

When you finish

A working company workspace with your services, first booking and first cleaner ready.

Part 1

Create and verify your account

  1. 1

    Open Start free trial

    Enter your company name, your name, work email and a password of at least 12 characters.

    Open Start free trial
  2. 2

    Open the verification email

    Select Verify email in the message from EcoBroom AI. If it is not in your inbox, check Spam or Junk.

    Keep the EcoBroom AI tab open while you check your email.

  3. 3

    Sign in as a business owner

    Return to the owner sign-in page and use the email and password you just created.

    Open owner sign in

Part 2

Complete the guided setup

The setup bar shows your progress. You can go back, and optional steps can be finished later.

  1. 1

    Company

    Add the business address, phone number and the cleaning work you provide. Select Save & continue, then Next.

  2. 2

    Branding

    Upload your logo and choose your brand colour. This is optional and can be changed in Settings.

  3. 3

    Services

    Tick every service you sell. Customers see these choices on your booking form.

  4. 4

    Calendar

    Connect Google Calendar if the option is shown, or select Skip for now.

  5. 5

    WhatsApp

    Connect the WhatsApp Business number you already use, or skip it and connect from Settings later.

  6. 6

    First booking

    Add a real job so the dashboard is immediately useful, or skip if you are only exploring.

  7. 7

    Team

    Add a cleaner with their rate and working details so you can assign them to jobs.

  8. 8

    Done

    Check the summary and select Go to dashboard.

Before you finish

  • Email verified
  • Company details saved
  • Services selected
  • At least one booking or test job added
  • At least one cleaner added

What to learn next