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Client Setup

These instructions will walk you through setting up a client so you can work at the location

Adding a client​

A client represents a company that you provide work for. Janit allows you to create as many clients as you need.

Adding clients​

Clients can be created by clicking on the Menu and selecting Clients. Click the Add Client button. Follow the prompts to create your first client.

Locations​

Locations represent a physical place that your cleaners can go to.

A client can have one or more locations. Locations must have a unique address you can associate to them.

Adding Locations​

When viewing a specific client, navigate down to the Locations section. Click the Add Location button and follow the prompts. You will have the option to use an address autocomplete or manually enter the address. It is recommended to use the autocomplete as that guarantees we've found the location.

Jobs​

Jobs are what an employee will assign work to.

A location can have one or more jobs.

Adding Jobs​

When viewing a specific location, navigate down to the Jobs section. Click the Add Job button and follow the prompts.

Job Schedules​

Each job can have a schedule associated with it.

A schedule allows the following configurations:

  • A schedule can include 1 or more days of the week.

  • The time will be based off the time zone of your organization.

Setting a Schedule​

When viewing a specific job, navigate down to the Schedule section and click Edit. Once saved, you will get a preview of upcoming days. You can view all client jobs in a calendar at the client level.