--- title: Web Portal | Clean Smarts Knowledge Base description: Learn how to set up your account and manage your operations with Clean Smarts --- [Skip to content](https://support.cleansmarts.com/web-portal#main-content) [![](https://support.cleansmarts.com/hs-fs/hubfs/cleansmarts_logo_white_med.png?width=320&height=110&name=cleansmarts_logo_white_med.png)](https://www.cleansmarts.com/) Open main navigation Close main navigation - [Contact us](mailto:support@cleansmarts.com) [Contact us](mailto:support@cleansmarts.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Clean Smarts Knowledge Base](https://support.cleansmarts.com/) 2. [Web Portal](https://support.cleansmarts.com/web-portal) # Web Portal Learn how to set up your account and manage your operations with Clean Smarts - [How do I report a security vulnerability?](https://support.cleansmarts.com/how-do-i-report-a-security-vulnerability) ## Checklists, Tasks, and Scan Points - [How Are Inspection Scores Calculated?](https://support.cleansmarts.com/how-are-inspection-scores-calculated) - [How Do I Create a Checklist?](https://support.cleansmarts.com/how-do-i-create-a-checklist) - [How Do I Assign a Task to Appear on a Specific Day of the Week?](https://support.cleansmarts.com/how-do-i-assign-a-task-to-appear-on-a-specific-day-of-the-week) - [How Do I Add a Checklist to a Location?](https://support.cleansmarts.com/how-do-i-add-a-checklist-to-a-location) - [How Do I Set Up Scan Points?](https://support.cleansmarts.com/how-do-i-set-up-scan-points) - [How can I set different checklists for each cleaner at the same location?](https://support.cleansmarts.com/how-can-i-set-different-checklists-for-each-cleaner-at-the-same-location) - [How do I print a PDF of the checklists for a client?](https://support.cleansmarts.com/how-do-i-print-a-pdf-of-the-checklists-for-a-client) - [How do I turn on task-by-task tracking?](https://support.cleansmarts.com/how-do-i-turn-on-task-by-task-tracking) - [Why are my checklists not appearing?](https://support.cleansmarts.com/why-are-my-checklists-not-appearing) - [How do I create barcodes for scan points?](https://support.cleansmarts.com/how-do-i-create-barcodes-for-scan-points) See less ▼ ## Users - [How Do I Send Clean Smarts Tutorials to My Customers?](https://support.cleansmarts.com/how-do-i-send-clean-smarts-tutorials-to-my-customers) - [How do I add a new user?](https://support.cleansmarts.com/how-can-i-add-a-new-user) - [How do I create and manage user roles?](https://support.cleansmarts.com/how-do-i-create-and-manage-user-roles) - [How do I remove or archive a user?](https://support.cleansmarts.com/how-do-i-remove-or-archive-a-user) - [How do I restore an archived user?](https://support.cleansmarts.com/how-do-i-restore-an-archived-user) - [What does each of the user modules do?](https://support.cleansmarts.com/what-does-each-of-the-user-modules-do) See less ▼ ## Custom Fields - [How Do I Create Custom Fields?](https://support.cleansmarts.com/how-do-i-create-custom-fields) - [How Do I Control Field Visibility?](https://support.cleansmarts.com/how-do-i-control-field-visibility) ## Geofences - [Geofencing for mobile timekeeping](https://support.cleansmarts.com/geofencing-for-mobile-timekeeping) - [Why is my GPS position wrong?](https://support.cleansmarts.com/why-is-my-gps-position-wrong) - [How do I set up active geofence monitoring?](https://support.cleansmarts.com/how-do-i-set-up-active-geofence-monitoring) - [Why is my employee getting an out-of-bounds error when he or she is actually on-site?](https://support.cleansmarts.com/why-is-my-employee-getting-an-out-of-bounds-error-when-he-or-she-is-actually-on-site) ## Inspections - [How Do I Build Custom Scoring for Inspection Tasks?](https://support.cleansmarts.com/how-do-i-build-custom-scoring-for-inspection-tasks) - [How Do I Schedule Recurring Inspections?](https://support.cleansmarts.com/how-do-i-schedule-recurring-inspections) - [How Do I Create an Inspection Checklist?](https://support.cleansmarts.com/how-do-i-create-an-inspection-checklist) - [How do I print or email an inspection report?](https://support.cleansmarts.com/how-do-i-print-or-email-an-inspection-report) ## Issues and Service Requests - [How Do I Set Up Public Feedback Using QR Codes?](https://support.cleansmarts.com/how-do-i-set-up-public-feedback-using-qr-codes) - [How Do I View and Close Issues?](https://support.cleansmarts.com/how-do-i-view-and-close-issues) - [How Do I Forward an Internal Service Request or Issue to a Customer?](https://support.cleansmarts.com/how-do-i-forward-an-internal-service-request-or-issue-to-a-customer) ## Locations and Sub-locations - [How Do I Use the Scorecard?](https://support.cleansmarts.com/how-do-i-use-the-scorecard) - [How Do I Set Up Cleaning Records?](https://support.cleansmarts.com/how-do-i-set-up-cleaning-records) - [How Do I Add Notes and Files to a Location?](https://support.cleansmarts.com/how-do-i-add-notes-and-files-to-a-location) - [How Do I Set Up Sub-Locations?](https://support.cleansmarts.com/how-do-i-set-up-sub-locations) - [How Should I Set Up My Locations?](https://support.cleansmarts.com/how-should-i-set-up-my-locations) - [How Do I Add a Location?](https://support.cleansmarts.com/how-do-i-add-a-location) - [How do I archive a location?](https://support.cleansmarts.com/how-do-i-archive-a-location) See less ▼ ## Messaging - [How Do I Use the Message Center?](https://support.cleansmarts.com/how-do-i-use-the-message-center) - [How do I use location message threads?](https://support.cleansmarts.com/how-do-i-use-location-message-threads) - [How do I message individuals or groups?](https://support.cleansmarts.com/how-do-i-message-individuals-or-groups) ## Pay Rates and Job Costing - [How Do Pay Codes and Pay Rates Work Together?](https://support.cleansmarts.com/how-do-pay-codes-and-pay-rates-work-together) - [How do I set up an employee's pay rate and view the pay rate history?](https://support.cleansmarts.com/how-do-i-view-an-employees-pay-rate-history) - [How do I configure flat fee (piece) pay rates?](https://support.cleansmarts.com/how-do-i-configure-flat-fee-piece-pay-rates) - [How Do I Set Up Pay Codes?](https://support.cleansmarts.com/how-do-i-set-up-pay-codes) - [How do I use the budget-to-actual report?](https://support.cleansmarts.com/how-do-i-use-the-budget-to-actual-report) - [How are pay rates applied to an employee's time?](https://support.cleansmarts.com/how-are-pay-rates-applied-to-an-employees-time) See less ▼ ## Shifts and Scheduling - [How do I use the schedule calendar?](https://support.cleansmarts.com/how-do-i-use-the-schedule-calendar) - [How do I create a shift?](https://support.cleansmarts.com/how-do-i-create-a-shift) - [How can I apply a special pay rate for certain shifts or jobs?](https://support.cleansmarts.com/how-can-i-apply-a-special-pay-rate-for-certain-shifts-or-jobs) - [How do I assign users to a shift?](https://support.cleansmarts.com/how-do-i-assign-users-to-a-shift) - [How do I change the start of my workweek or workday?](https://support.cleansmarts.com/how-do-i-change-the-start-of-my-workweek-or-workday) - [How do I set up alerts for when an employee is late?](https://support.cleansmarts.com/how-do-i-set-up-alerts-for-when-an-employee-is-late) - [How do I automatically add break time to a shift?](https://support.cleansmarts.com/how-do-i-automatically-add-break-time-to-a-shift) See less ▼ ## Supplies - [How can I request supplies?](https://support.cleansmarts.com/how-cani-request-supplies) - [How do I fulfill a supply request?](https://support.cleansmarts.com/how-do-i-fulfill-a-supply-request) - [How do I add supplies to a location?](https://support.cleansmarts.com/how-do-i-add-supplies-to-a-location) - [How do I prevent users from ordering too many supplies?](https://support.cleansmarts.com/how-do-i-prevent-users-from-ordering-too-many-supplies) - [Why am I not getting supply request emails?](https://support.cleansmarts.com/why-am-i-not-getting-supply-request-emails) ## Time and Attendance - [What's the Difference Between Late Threshold, Overage Flag, and Maximum Shift Length?](https://support.cleansmarts.com/what-do-timekeeping-thresholds-mean) - [How do I review and approve timesheets?](https://support.cleansmarts.com/how-do-i-review-and-approve-timesheets) - [How Do I Add a Time Entry in Clean Smarts?](https://support.cleansmarts.com/how-do-i-add-a-time-entry-in-clean-smarts) - [How do I set up break compliance rules?](https://support.cleansmarts.com/how-do-i-set-up-break-compliance-rules) - [How can employees review their timesheets?](https://support.cleansmarts.com/how-can-employees-review-their-timesheets) - [How do I set up landline telephone clock-in?](https://support.cleansmarts.com/how-do-i-set-up-landline-telephone-clock-in) - [Why am I seeing times that are off by a fixed number of hours?](https://support.cleansmarts.com/why-am-i-seeing-times-that-are-off-by-a-certain-number-of-hours) See less ▼ ## Translation - [How Do I Change the Language in Clean Smarts?](https://support.cleansmarts.com/how-do-i-change-the-app-language) ## Work Orders - [How do I create a work order?](https://support.cleansmarts.com/how-do-i-create-a-work-order) - [How do I use work order statuses and automated workflows?](https://support.cleansmarts.com/how-do-i-use-work-order-statuses-and-automated-workflows) - [How can I track work order progress or mark jobs as closed/complete?](https://support.cleansmarts.com/how-can-i-track-work-order-progress-or-mark-jobs-as-closed/complete) ## Assets and Equipment - [How Do I Add an Asset?](https://support.cleansmarts.com/how-can-i-create-an-asset) ## Billing and Subscriptions - [How do I cancel my account?](https://support.cleansmarts.com/how-do-i-cancel-my-account) - [How does billing work?](https://support.cleansmarts.com/how-does-billing-work) - [My trial is ending. How do I start a paid subscription?](https://support.cleansmarts.com/my-trial-is-ending.-how-do-i-start-a-paid-subscription) ## Integrations - [How do I sync users using an integration?](https://support.cleansmarts.com/how-do-i-sync-users-using-an-integration) - [How Do I Set Up the QuickBooks Online Accounting Integration?](https://support.cleansmarts.com/how-do-i-set-up-the-quickbooks-online-accounting-integration) - [How do I download time data for Asure or Evolution payroll?](https://support.cleansmarts.com/how-do-i-download-time-data-for-asure-or-evolution-payroll) - [How do I export timesheet data in ADP format?](https://support.cleansmarts.com/how-do-i-export-timesheet-data-in-adp-format) - [How do I export timesheet data in BambooHR format?](https://support.cleansmarts.com/how-do-i-export-timesheet-data-in-bamboohr-format) - [How do I export timesheet data in EPAY format?](https://support.cleansmarts.com/how-do-i-export-timesheet-data-in-epay-format) - [How do I integrate time data with QuickBooks Online?](https://support.cleansmarts.com/how-do-i-integrate-with-quickbooks-online) - [How do I sync customer accounts using an integration?](https://support.cleansmarts.com/how-do-i-sync-customer-accounts-using-an-integration) See less ▼ ## Payroll - [How do I cancel an employee's payroll and resubmit it?](https://support.cleansmarts.com/how-do-i-cancel-an-employees-payroll-and-resubmit-it) - [How do I add child support garnishments to an employee?](https://support.cleansmarts.com/how-do-i-add-child-support-garnishments-to-an-employee) - [Getting started](https://support.cleansmarts.com/getting-started) - [Mobile App](https://support.cleansmarts.com/mobile-app#main-content) - [Getting Started](https://support.cleansmarts.com/mobile-app#getting-started) - [Timekeeping](https://support.cleansmarts.com/mobile-app#timekeeping) - [Geofences](https://support.cleansmarts.com/mobile-app#geofences) - [Shifts, Jobs & Work Orders](https://support.cleansmarts.com/mobile-app#shifts-jobs-work-orders) - [Checklists, Tasks, and Scan Points](https://support.cleansmarts.com/mobile-app#checklists-tasks-and-scan-points) - [Issues and Service Requests](https://support.cleansmarts.com/mobile-app#issues-and-service-requests) - [Inspections](https://support.cleansmarts.com/mobile-app#inspections) - [Supplies](https://support.cleansmarts.com/mobile-app#supplies) - [Messaging and Notifications](https://support.cleansmarts.com/mobile-app#messaging-and-notifications) - [Manager Features](https://support.cleansmarts.com/mobile-app#manager-features) - [Offline, Sync & Troubleshooting](https://support.cleansmarts.com/mobile-app#offline-sync-troubleshooting) - [Profile and Help](https://support.cleansmarts.com/mobile-app#profile-and-help) - [Training](https://support.cleansmarts.com/mobile-app#training) - [Web Portal](https://support.cleansmarts.com/web-portal#main-content) - [Checklists, Tasks, and Scan Points](https://support.cleansmarts.com/web-portal#checklists-tasks-and-scan-points) - [Users](https://support.cleansmarts.com/web-portal#users) - [Custom Fields](https://support.cleansmarts.com/web-portal#custom-fields) - [Geofences](https://support.cleansmarts.com/web-portal#geofences) - [Inspections](https://support.cleansmarts.com/web-portal#inspections) - [Issues and Service Requests](https://support.cleansmarts.com/web-portal#issues-and-service-requests) - [Locations and Sub-locations](https://support.cleansmarts.com/web-portal#locations-and-sub-locations) - [Messaging](https://support.cleansmarts.com/web-portal#messaging) - [Pay Rates and Job Costing](https://support.cleansmarts.com/web-portal#pay-rates-and-job-costing) - [Shifts and Scheduling](https://support.cleansmarts.com/web-portal#shifts-and-scheduling) - [Supplies](https://support.cleansmarts.com/web-portal#supplies) - [Time and Attendance](https://support.cleansmarts.com/web-portal#time-and-attendance) - [Translation](https://support.cleansmarts.com/web-portal#translation) - [Work Orders](https://support.cleansmarts.com/web-portal#work-orders) - [Assets and Equipment](https://support.cleansmarts.com/web-portal#assets-and-equipment) - [Billing and Subscriptions](https://support.cleansmarts.com/web-portal#billing-and-subscriptions) - [Integrations](https://support.cleansmarts.com/web-portal#integrations) - [Payroll](https://support.cleansmarts.com/web-portal#payroll) - [Customer Portal](https://support.cleansmarts.com/customer-portal#main-content) - [Getting Started](https://support.cleansmarts.com/customer-portal#getting-started) - [Completed Work](https://support.cleansmarts.com/customer-portal#completed-work) - [Quality](https://support.cleansmarts.com/customer-portal#quality) - [Service Requests](https://support.cleansmarts.com/customer-portal#service-requests) - [Messages](https://support.cleansmarts.com/customer-portal#messages) - [Supplies](https://support.cleansmarts.com/customer-portal#supplies) - [Notifications](https://support.cleansmarts.com/customer-portal#notifications) [![](https://support.cleansmarts.com/hs-fs/hubfs/cleansmarts_logo_white_med.png?width=320&height=110&name=cleansmarts_logo_white_med.png)](https://www.cleansmarts.com/) Copyright © 2026, Clean Smarts