Admin Portal – Complete Support Guide

Introduction

The Admin Portal in SAS Cleaning Suite is your main workspace for managing daily business operations. From handling leads and creating projects to managing staff, schedules, inventory, payroll, and support requests — everything can be controlled from one central location.

This guide is designed to be simple, practical, and easy to follow, even for first-time or non-technical users.

Whether you manage a small cleaning team or a large operation, the Admin Portal helps you stay organized, save time, and keep your business running smoothly.

What You’ll Learn

In this guide, you’ll learn how to:

Manage leads and convert them into projects
Monitor operations, schedules, and staff activity
Manage cleaners, contractors, and managers
Track inventory and cleaning supplies
Handle invoices, payroll, and financial records
Monitor project communication and progress
Use support and training tools effectively

How the Admin Workflow Works

Most operations inside the Admin Portal follow this workflow:

Lead Added → Lead Verified → Sales Discussion → Project Created → Team Assigned → Work Tracked → Reports Reviewed → Invoice & Payment Processed

Understanding this workflow will help you manage projects more efficiently from start to finish.

1. Dashboard (Your Business Command Center)

The Dashboard is the first screen you see after logging in. It gives you a quick overview of your business performance, team activity, and ongoing operations.

A. KPI Summary Cards

Quickly view important business metrics such as:

Total revenue
Active projects
Completed jobs
Team performance overview

These summary cards help you understand business performance at a glance.

B. Activity & Performance Overview

The dashboard also includes charts and reports to help you monitor:

Project distribution
Staff activity
Recent operations
Team performance trends

This helps you make faster and better business decisions throughout the day.

2. Lead Management

The Lead Management section helps you organize potential customers before they become active clients.

A. Add a New Lead

Navigation Path

Dashboard → Lead Management → Add Lead

Steps to Add a Lead

Click “Add Lead”
Enter customer information:
- Name
- Phone number
- Email address
- Cleaning requirements
Click Save

The new lead will now appear in your lead list.

B. Lead Views

You can manage leads using two different layouts depending on your preference.

List View

The List View displays leads in a table format.

Best for:

Sorting information
Searching quickly
Filtering records

Kanban View

The Kanban View displays leads as movable cards.

You can:

Drag and drop leads between stages
Track sales progress visually
Manage follow-ups more easily

This view is especially useful for sales tracking.

C. Verify Leads

Before moving a lead into the sales process:

Open the lead profile

Review customer details carefully
Click “Verify”

Once verified, the lead moves into the Sales Pipeline.

3. Sales Pipeline

The Sales Pipeline helps you manage customer communication and convert leads into active projects.

A. Interaction History

All communication is stored in one place, including:

Calls
Emails
Meetings
Internal notes

This keeps customer conversations organized and easy to review.

B. Meeting Notes

You can record important discussions such as:

Cleaning requirements
Pricing conversations
Site inspection notes
Special customer requests

Keeping detailed notes helps your team stay aligned.

C. Quotations & Service Agreements

You can create and send documents directly from the customer profile, including:

Quotations
Service agreements
Contracts

This helps speed up the approval process and keeps records organized.

4. Services Catalog

The Services Catalog works as your company’s service menu and pricing system.

Manage Services

You can:

Add new services
Edit existing services
Remove outdated services

Example Services

Residential Cleaning
Commercial Cleaning
Carpet Cleaning
Deep Cleaning

Service Details

For each service, you can define:

Pricing rates
Unit measurements
Service descriptions

This helps maintain consistent pricing across all projects.

5. Operations & Scheduling

This section helps you manage projects, schedules, and team coordination from one place.

A. Project Management

Project List

View all project statuses, including:

Ongoing projects
Pending jobs
Completed projects

This makes it easier to monitor daily operations.

Create a Project

You can create projects by:

Converting approved sales into projects
Creating manual projects for one-time jobs

This gives you flexibility for different types of work.

B. Unified Calendar

The calendar provides a complete scheduling overview for your business.

You can manage:

Team schedules
Staff shifts
Project deadlines
Company events

Everything is visible in one centralized calendar.

C. Global Chat Hub

The chat system helps improve communication across teams.

Direct Messaging

Communicate directly with:

Managers
Cleaners
Contractors

Project Group Chats

Admins can also monitor project discussions between managers and field teams.

This helps improve coordination and reduce communication gaps.

6. Workforce Management (HR)

Manage employee and contractor information from one centralized section.

A. Team Directory

Staff List

View all company users, including:

Admins
Managers
Cleaners
Contractors

Add Team Members

When adding a new staff member, you can include:

Contact information
Role and permissions
Bank details
Employment information

Keeping records updated helps improve payroll and communication accuracy.

B. Leave Management

Review and manage leave requests submitted by staff members.

Available Actions

Approve leave
Reject leave
Review leave history

This helps avoid scheduling conflicts.

C. Document Vault

Securely store employee-related documents such as:

ID cards
Certifications
Background checks
Training records

Keeping documents centralized makes compliance and verification easier.

7. Inventory & Resources

The Inventory section helps you manage cleaning supplies and equipment efficiently.

A. Inventory Dashboard

Track important inventory details, including:

Available stock
Product categories
Unit prices
Quantity levels

This helps prevent supply shortages during projects.

B. Resource Tracking & Updates

Restock Inventory

Add new stock whenever supplies arrive.

Project Usage Tracking

Monitor which supplies are being used for specific projects.

This improves inventory control and helps reduce waste.

8. Financials & Payroll

Manage company finances, invoices, payroll, and contractor payments from one place.

A. Finance Dashboard

Monitor key financial information such as:

Income vs expenses
Financial performance
Project profitability

This helps you understand overall business growth and operational costs.

B. Invoicing & Contracts

Invoice Tracker

Track invoice statuses, including:

Paid
Unpaid
Partial payments

Contract Archive

Securely store:

Signed agreements
Legal documents
Client contracts

This keeps important business records organized and accessible.

C. Staff Payroll

Automatic Timesheets

Staff timesheets are automatically created using:

Clock-in records
Clock-out records
Break tracking

Payroll Processing

Manage:

Employee salary payments
Contractor payouts
Tax compliance requirements

Accurate time tracking helps ensure correct payroll processing.

9. Support & Training

The Support & Training section helps your team solve issues quickly and access helpful learning resources.

A. Support Dashboard

Manage support issues reported by:

Clients
Staff members
Contractors

You can easily monitor ticket status and responses in one place.

B. Knowledge Base (FAQ)

Create and manage support articles to help users solve common problems independently.

Example Topics

Clock-in assistance
Payment guides
Task management tutorials

A strong knowledge base reduces support requests and improves user experience.

C. Live Chat Requests

Respond to real-time questions from:

Website visitors
Mobile app users
Clients

This helps improve customer response times and communication.

Admin Tip

If a cleaner or contractor cannot clock in through the mobile app, you can use the Manual Entry option inside Project Management to correct their time logs and ensure accurate payroll processing.

Daily Workflow Example

Here’s an example of a typical admin workflow:

Review dashboard updates
Check and verify new leads
Move verified leads into the sales pipeline
Create or manage projects
Assign managers and staff
Monitor schedules and team activity
Track inventory and resource usage
Review financial reports and invoices
Respond to support requests and approvals

Following a structured workflow helps keep operations organized and efficient.

Best Practices for Admins

To keep operations running smoothly:

Verify leads before creating projects
Keep employee records updated
Monitor project communication regularly
Review inventory levels frequently
Process payroll and invoices on time
Organize contracts and financial documents properly
Use the calendar to avoid scheduling conflicts
Respond to support issues quickly

Consistent management helps reduce errors and improve team productivity.

Conclusion

The Admin Portal in SAS Cleaning Suite helps you manage your entire cleaning business from one centralized platform.

With the Admin Portal, you can:

Organize projects and schedules efficiently
Manage staff, contractors, and operations
Track inventory, finances, and payroll
Improve communication across teams
Monitor daily business performance in real time

By following this guide, you can streamline daily operations, reduce manual work, and keep your business organized, productive, and ready for growth.