<aside> 📣 Below we have the best videos for you to get started on your journey with neat as an Owner, Manager or Operator. We recommend watching the videos in order to get the right information at the right time as you learn.
For any other questions or guides please navigate to the 'I am a manager' or 'I am a worker' page
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We recommend inviting one of your yourself or one of your workers to the platform first.
By inviting yourself as a worker you will be given access to the worker app and see the process for downloading and signing in.
https://www.loom.com/share/899fca036d334d96ae7ce3eea06467ae
Create your first client on neat, this can be a real or test client just to get started and familiar.
https://www.loom.com/share/e12d10c2f9904878bb7ce1c43cf0f9db
Create your first client site and see how fast it is to get your clients information onto the platform.
https://www.loom.com/share/24dc5acf89ca41659536967ef896112e
Create your first checklist. Checklists can be edited and duplicated at any time, save time by creating master checklists that you can duplicate and edit per site.
Checklists can be converted to inspection templates.
https://www.loom.com/share/ca792d01910f48fc8416cf1d6b1fb7d9
Now that you have invited a worker, created a client, setup a site it's time to create your first recurring shift. neat has two types of shifts, single and recurring shifts, single shifts can be made from the client schedule and recurring from the recurring shift section.
Shifts can all be seen and edited from the client schedule.
https://www.loom.com/share/216f5882dd8a4e68999ec346ee65fa27
View completed shifts and shifts notes and photos via the attendance records.