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How can I add cleaning instructions for my clients and internal help?
How can I add cleaning instructions for my clients and internal help?
Melissa Teague avatar
Written by Melissa Teague
Updated over a week ago

Here are all the ways you can add internal cleaning instructions for your team.

How can I add cleaning instructions for a specific event/project?

You can add cleaning instructions to the "Files" section of the Project.

You can also include project-level cleaning instructions in the Internal Notes for the Project.

How can I add specific cleaning instructions for an item?

You can add cleaning instructions for your team in the "Files" section of the Product.

How can I add cleaning instructions that I always want my team to see on their pull sheets?

You can add cleaning instructions in the "Internal Notes" section on the Product and In the Project.

How can I add custom cleaning instructions for an item on an order?

You can add cleaning instructions in the "Notes" section of the Fulfillment tab.


Here are all the ways you can add client facing cleaning instructions for your clients to review.

How can my client see cleaning or handling instructions in the Interactive Image Gallery?

You can include a cleaning image or instructions in your Product. This will show up on your quote. Click here for more on how to add an image to a product.

How can I send my client a link to a video of cleaning instructions for a job?

You can add cleaning instructions in the Terms and Conditions. You can learn how here!

How can I include or attach a PDF of cleaning or assembly instructions when messaging my clients?

You can send cleaning instructions as a message from the system.

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