Set up your Branch Settings

This SOP provides a step-by-step guide on how to set up a new branch and configure the essential settings in The Cleaning Software for new users during onboarding.

1. Accessing the Branch Settings:

   • Go to the Administration section, and click on Branches.

2. Create a New Branch:
   • Click Create New to add your branch.
   • Label your branch based on your business name or location (e.g., “Downtown Cleaning Branch”).

   • If you are setting up a test branch, label it accordingly (e.g., “Test Branch”).

3. Entering Contact Details:
   • Fill in the following information:
     • Country Code: For the United States, use +1.
     • Main Office Contact: Enter your office's main phone number.

     • Main Office Email: Provide the email address used for general communication.

4. Referral Discount Rate:

   • Leave the Referral Discount Rate field blank for now as it is in beta testing. This feature will be updated in the future.

5. Setting the Tax Rate:
   • Research your state’s sales tax liability:
     • Example: In Texas, the sales tax is 8.25%. Enter the tax rate in decimal form (e.g., 0.0825).

   • If your state does not have sales tax, enter 0.

6. Adjusting Block Arrival Time:
   • The Block Arrival setting adjusts the time range shown on your Schedule Board.
   • Set your job start and end times:
     • Example: If your business starts jobs at 7:00 AM and ends by 7:00 PM, set the block from 7:00 AM to 7:00 PM.

   • This adjustment will reflect the hours visible on your Schedule Board, allowing for easy scheduling within your preferred time frame.

7. Entering Third-Party Payroll Account Number:
   • If you use a third-party payroll provider (e.g., Paychex or Gusto), enter your Payroll Account Number here.

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Quality Control:

• Ensure the branch name, contact details, and tax rate are entered accurately to avoid errors in communication or billing.
• Double-check the Block Arrival Time to ensure your Schedule Board displays the correct time range for scheduling.