Description:  Typically, commercial cleaning services are performed in a recurring schedule defined through a cleaning contract.  These contracts cover the service and price to deliver specific services for a customer or facility, across a defined recurrence period such as daily, weekly or monthly across time. 

Within ManageClean, these contracts are managed through recurring templates in order to facilitate the creation and management of sales orders, changes, and invoices.  It also contains information on recurring cleaning services performed by third party cleaning vendors/subcontractors in order to facilitate the purchase orders and payments to these vendors.

This Video Covers How To:

  • Run a Filter to View Valid or Expired Recurring Templates by Customer
  • Find a Recurring Template Through the Business Partner Master Record
  • Create a Recurring Template for a Customer
  • Create a Sales Order Template for ManageClean Customers
  • Modify or Change a Sales Order Template

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)