Learn how to use and manage client portal.
The Swept Client Portal is available in your browser as a web app! Communication can still also be completed in the Swept+ mobile app. The Client Portal allows you to engage with your clients like never before focusing on challenges like visibility, communication, engagement & ease of use.
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Communication: Your clients can easily communicate with required staff members and your company regarding any questions, concerns, or requests they may have.
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Inspection Reporting: Provides inspection reports on inspections completed by your company for visibility to the client.
Who Has Access to the Client Portal
Once a client is added to Swept they have access to the client portal at https://client.sweptworks.com/login
Instructions
- Sign in at https://client.sweptworks.com/login with the username and password provided by your cleaning company.
- In the left-hand menu, you can view available features for the client. Click on the feature below to learn more!
- Messages - Clients, managers and supervisors assigned to the same location are able to communicate through the client message board. If the client is not assigned to a location they are able to communicate with admin managers only.
- Inspections - Clients are able to search and view the inspections completed at their location(s) that have been sent to any client at the same location once the inspection is completed. For example, if the location has two clients assigned and one client is emailed the inspection then it is available for both to see.
- Along the top, you will see your cleaning company name and to the right, you can view:
- Messages - This will take your client to their client chat. Clients, managers and supervisors assigned to the same location are able to communicate through the client message board.
- Your Avatar - When clicked on you can see the option to Sign Out.
For more information on clients, learn how to manage clients here.
Client Messaging
Instructions
- Sign in at https://client.sweptworks.com/login with the username and password provided by your cleaning company.
- Click on Messages in the left-hand menu to be taken to the client chat. In the client chat, you can do a variety of things to communicate with your cleaning company.
Send a Message
- Type your message within the message box text field at the bottom of the screen.
- Add an emoji to your message by clicking the smiley face icon or begin typing your emoji.
- Click the send arrow to send the message to all users within the channel.
Send a File
Have a file or an image to send along? Swept allows you to send up to 10 common files in one message. This includes images and files like Word documents, PDFs, spreadsheets, audio files and short videos. You can add files in two different ways:
- Click on the attached photo paperclip icon. Browse your computer for the files. You can select one or select multiple. Click open.
- Drag and drop your files to the message field.
Translation
Reactions
Mute/Unmute a Channel
This is a user-specific action so only the user can mute and unmute a channel. To mute a channel click on the three dots in the top right of the channel. Select mute notifications or unmute notifications.
If you have any questions, contact our technical support team in our chat or email us at support@sweptworks.com.