Guides | CrystalFlow

CrystalFlow is an all-in-one business management platform designed for commercial cleaning services. It streamlines operations from lead generation and client booking to invoicing and financial management, empowering businesses to grow efficiently.

Data types

  • Worker
  • FinanceTransaction
  • ReserveFund
  • Campaign
  • Resource
  • SatisfactionReport
  • Notification
  • Lead
  • Client
  • ClientCommunication
  • OperationalItem
  • Appointment
  • Budget
  • BookkeepingLog
  • Expense
  • Vendor
  • Service
  • Candidate
  • OnboardingRecord
  • VendorReferral
  • ContractTemplate
  • ClientContract
  • CapitalInvestment
  • BusinessPlanMetric
  • Location
  • WorkerAvailability
  • AppointmentNote
  • Conversation
  • Message
  • EmailTemplate
  • EmailCampaign
  • ContractorAgreement
  • W9Form
  • BankingInfo
  • ContractorPayment
  • Document
  • JobMileageLog
  • OnboardingPacket
  • OnboardingTask
  • TaxRecord
  • HRDocument
  • AIKnowledgeBase
  • CommunicationLog
  • Invoice
  • Facility
  • ChecklistTemplate
  • ChecklistTemplateTask
  • JobChecklist
  • CleaningLog
  • ChemicalUsageLog
  • PPEComplianceLog
  • Inspection
  • InspectionItem
  • ClientReport
  • OperationsTask
  • ActivityLog
  • AuditLog
  • WorkerPerformanceProfile
  • IncentiveRule
  • WorkerIncentiveEvent
  • FinanceHandoff
  • JobDispatchOffer
  • IntegrationSyncLog
  • Payment
  • ContractFinancials
  • RoleDocument