Getting started 

You don't need to set everything up at once.

Start small and build from there. Even adding your first client is enough to begin. Most cleaners use La Casa Clean alongside their current system at first, then gradually make it part of their everyday routine.

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 👤 1. Add your first client

Tap **Add Client** and enter your client's name.

From there, you can add as much or as little information as you'd like, including:

* Address
* Contact details
* Cleaning frequency
* Preferences
* Access notes

You can always come back and update these later.

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 🧾 2. Add your first job

Tap **Add Job**.

Choose your client, then add:

* Date and time
* Duration
* Price
* Notes (optional)

For regular clients, simply choose a recurring schedule such as weekly, fortnightly or every four weeks.

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 📅 3. Check your day

Your **Today** view becomes your daily workspace.

Quickly see:

* Today's cleaning jobs
* Client notes
* Completed jobs
* Outstanding payments

Everything you need before heading out the door.

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 📆 4. Use the calendar

Need to check your availability?

Switch between monthly and weekly calendar views to see upcoming jobs, check your schedule and quickly add new bookings while speaking with clients.

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 💸 5. Keep track of payments

When a client pays, simply mark the job as **Paid**.

La Casa Clean helps you see:

* What's been paid
* What's still outstanding

Payments are tracked, but never processed within the app.

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 📸 6. Import from your diary (optional)

Already using a paper diary?

Tap **Import from Diary**, take a photo of your diary page, review the imported appointments and save.

It's a simple way to move into the app without starting from scratch.

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 📝 7. Use assessments (optional)

Meeting a potential client?

Create an assessment to save notes during your visit.

When they're ready to book, you can quickly turn the assessment into a client without entering everything again.

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 🧽 8. Keep your supplies organised

Use the **Supplies** page to keep track of your favourite cleaning products.

Mark items as **Running Low** and build a simple shopping list for your next supplies run.

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 ✉️ 9. Turn on email reminders (optional)

Gentle email reminders to help you stay one step ahead.
Helpful nudges for tomorrow’s jobs, unpaid work and the week ahead.

Choose reminders for:

* Tomorrow's jobs
* Outstanding payments
* Weekly summaries



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 ⚙️ 10. Make it yours

Visit **Settings** to personalise your workspace.

You can:

* Add your business name
* Upload your logo
* Choose your preferred currency

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 Your information, looked after

Running your business is busy enough. Keeping track of your information shouldn’t add to the mental load.

If you archive a client, assessment, supply or checklist by mistake, simply head to Settings → Archived Records and restore it when you need it.

Archiving gives you a little breathing room between “I don’t need this anymore” and permanently removing something.

🌿 In everyday use

Most of the time, it’s as simple as:

• Archived a client by mistake? Restore it.
• Need an assessment back? Restore it.
• Changed your mind about a checklist? Restore it.
• Accidentally archived a supply? Restore it.

Your records stay connected to your account and are kept separate from other La Casa Clean users.

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 🌿 A small note

La Casa Clean isn't designed to change the way you work overnight.

It's designed to grow alongside your business quietly.

Start with one client, one job and one day at a time.

Everything else can come naturally.