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You're in! This guide will walk you through everything you need to do to get your CleanWiz account fully configured and ready to start taking bookings.
Enter your name, email address, and a strong password, then click Create Account.
You can also sign up using your Google account for one-click access.
Note: After signing up, CleanWiz will spend a few seconds setting up your workspace. You'll see a brief "Setting up your workspace..." message—this is normal and only takes a moment.
The first time you log in, CleanWiz will walk you through a 3-step setup wizard. You must complete this before you can access the main dashboard.
Fill in your business details:
| Field | Description |
| Company Name | Your legal or trading name—shown on quotes, invoices, and SMS. |
| Business Address | Start typing and select your address (powered by Google Maps). |
| Phone Number | Your primary business phone number. |
Click Continue when complete.
CleanWiz offers three plans. Your 14-day free trial starts here—you will not be charged today.
Shine: Solo operators just getting started.
Glimmer: Growing teams with multiple cleaners (auto-selected).
Gleam: Established businesses with advanced automation needs.
Select your plan.
Enter payment details in the secure Stripe checkout on the right.
Click Start 14-Day Free Trial.
Click Go to Dashboard to enter your workspace.
Navigate to Settings (gear icon in the sidebar) to complete your configuration.
Path: Settings → General → Pricing & Rates
| Setting | Description |
| Base Rate (per sqft) | The core dollar-per-square-foot rate for a standard clean. |
| Minimum Price | The lowest price you'll charge regardless of property size. |
| Multipliers | Additional cost factors for Bedrooms, Bathrooms, or Pets. |
| Frequency Discounts | Discounts for recurring bookings (weekly, bi-weekly, etc.). |
Path: Settings → General → Services & Add-ons
To add a new service:
Click + Add Service.
Set a Price Type:
Flat: Fixed dollar amount.
Per Unit: Price multiplied by quantity (e.g., per window).
Percentage (%): Percentage of the total job price.
Click Save.
Path: Settings → SMS Setup
Enter your Twilio Account SID and Auth Token.
Click Validate & Fetch Numbers.
Select your Sender Number.
Click Auto-Configure Webhook to sync inbound replies.
Path: Settings → Reviews
Toggle Enable Reviews to have CleanWiz automatically request feedback after a job. Positive reviews (detected by AI) will be prompted to post directly to your Google Business or Yelp links.
Path: Settings → Customer Portal
Toggle Enable Portal Access to give customers a self-service area to view invoices and history. You can customize the button colors here to match your brand.
Path: Settings → Web Quote
Method A (Embed Button): Best for a clean look. Copy the Embed Code snippet and paste it into your website’s HTML.
Method B (Inline Widget): Displays the full form on the page. Copy the iframe code AND the Widget Loader Script (paste the script into your website’s <head> section).
Path: Settings → Team
Click Invite Team Member.
Assign a Role:
Admin: Full access.
Manager: Manage jobs and scheduling.
Technician: View their own schedule only via /my-schedule.
[ ] Created account and completed Wizard.
[ ] Verified Company Profile & Timezone.
[ ] Configured Pricing & Rates.
[ ] Customized Services & Add-ons.
[ ] Connected Twilio for SMS.
[ ] Embedded the Web Quote Widget on your site.
Help Center: Click the Help (?) icon in the top navigation bar.
Live Chat: Available inside the Help Center.
Email Support: hello@cleanwiz.ai
CleanWiz — Smarter Cleaning, Simplified. 🧹✨