Hygienely ERP
Hygienely
◉Dashboard
CRM
◎Leads
✉Email
◈Clients
Operations
▤Jobs
☑Tasks
▦Schedule
◍Inspections
◇Staff
Sales
◫Contracts
▢Estimates
▣Invoices
$Payments
☰Service Items
Assets
⚙Equipment
▥Inventory
▷Fleet
Finance
₿Payroll
▨Expenses
▧Reports
System
⚙Settings
◌Audit Log
Notifications
☰ Settings
↪ Logout

Add Lead

Convert Lead to Job

Convert to a scheduled job:

Add Client

Edit Client

Schedule Job

Edit Job

Add Equipment

Deploy Equipment

Edit Equipment

Add Inventory Item

Edit Inventory Item

Add Vehicle

Licensing & Registration

Edit Vehicle / Update Renewals

Update Renewals

Create Invoice

Customer Details
Invoice Settings
Line Items
Description Long Description Qty Rate Tax Amount
Subtotal$0.00
Discount-$0.00
GCT (15%)$0.00
Adjustment
$0.00
Total$0.00

Create Estimate

Customer Details
Estimate Settings
Line Items
Description Long Description Qty Rate Tax Amount
Subtotal$0.00
Discount-$0.00
GCT (15%)$0.00
Adjustment
$0.00
Total$0.00

Record Payment

Add Service Item

Create Payroll Entry

Edit Payroll Entry

Add Staff Member

Edit Staff Member

Generate Mold Inspection Report

Client Information
ESR Form Data
Click to upload ESR form for AI analysis
Site Photos
Click to upload site photos
Inspection Findings

Edit Staff Role

Edit Mold Type

Risk auto-calculates: T+P=Critical, T=High, P=High, A-only=Low

Edit Finding

💡 Suggested Actions

Access & Permissions

Edit User

Create Task

Record Payment

Invoice
Balance Due:

Create Credit Note

Original Invoice
—
Item
Qty
Rate
Tax %
Credit
Subtotal$0.00
GCT$0.00
Total Credit$0.00

Import CSV Data

Click to select CSV file

Customer Statement

Document

Add Expense

Manage Categories

Import Expenses from CSV

Upload a CSV file with expense data. You'll map columns in the next step.

📄
Click to select CSV file

Map CSV Columns

Match your CSV columns to expense fields. Required fields marked with *

Preview (first 10 rows)

Confirm

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